Certified Experts: Maximize Your Potential

CMS Migration

Resources available to help you migrate from the CMS currently integrated with Case Status to your new CMS.

• Ease the transition from one CMS to another
• Configure account for no downtime
• Protect ethical duty of care by not losing valuable data

Data Consulting

Technical resources to harness data to improve your Case Status utilization

• Visualize client interaction over time
• Customized reports
• Better Staff Management

Optimization

A team to help you fully utilize Case Status functionality and integrate with your case man

• Harness scaleable automation
• Drive client outcomes
• Improve firm effeciency
• Improve client satisfaction
• Drive firm growth

Video Creation

Video resources to create best in class content for your Case Status stages and client communication.

• Explain the legal process to clients in a professional way
• Highlight great things about your firm by a partner
• Build social content to drive SEO

Technical Consulting

Technical resources to help configure your Case Status environment into your current ecosystem.

• Automation with Zapier
• Salesforce Flows Configuration
• Optimize with legacy tools

Drip Marketing

Marketing Gurus who can drive client satisfaction, reviews and referrals by utilizing the tools in Case Status.

• Highlight positive settlements and verdicts to prospective, current and past clients
• Coordinated text/push notification reminders to clients
• Automated Happy Birthday and Holiday Messages
• Respond to negative reviews and Unhappy Clients
• Drive clients to social channels

Client Communication

Access to contractors who are experienced client managers and can drive client communication in your firm.

• Contract resources with experience in Case Status
• Experience in multilingual communication
• Virtual Team Members
• Billing Clerks
• Happiness Coordinators