Unlock Success with Expert Training
Empower your team and accelerate your firm's growth with our high-quality training programs. Maximize the return on your greatest asset—your people!
Technology Training
Our core courses focus on mastering the features and functions of the Case Status platform, providing step-by-step guidance on how to use the tools effectively.
Outcome-Driven Technology
Advanced courses teach you how to leverage core technology for impactful results, such as increasing Google reviews and reducing call volume through our messaging workflows.
Industry Best Practices
Explore best practices beyond the platform, from communication techniques to digital marketing strategies tailored for law firms, ensuring your team is always ahead of the curve.
Knowledge is Power
The more skilled and knowledgeable your team, the greater the benefits for your firm.
We deliver first-class results with expert instructors and courses designed by our in-house team. From foundational learning to certifications and advanced best practices, we’ve got your team covered.
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Included in Every Case Status Subscription
The Knowledge You Need When You Need It
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
The Knowledge You Need When You Need It
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
Learn More
Optional Value-Add
Faster Results by Certifying Knowledge
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
Virtual Instructor Led
Product Fundamentals
Technology Driven Outcomes
Live or OnDemand
Faster Results by Certifying Knowledge
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
Virtual Instructor Led
Product Fundamentals
Technology Driven Outcomes
Live or OnDemand
Learn Everything
Optional Value-Add
Optimal Performance w/ Complete Mastery
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
Virtual Instructor Led
Product Fundamentals
Technology Driven Outcomes
Live or OnDemand
Private 1:1 Custom
1x each year
2 day on-site
Technology Driven Outcomes or Industry Best Practices
Optimal Performance w/ Complete Mastery
Implementation
Onboarding & Orientation
OnDemand
eLearning Videos
In-Product Tutorials
Product Tour & Helpful hints
< 5 Minutes Per Topic
Available 24/7
Virtual Instructor Led
Product Fundamentals
Technology Driven Outcomes
Live or OnDemand
Private 1:1 Custom
1x each year
2 day on-site
Technology Driven Outcomes or Industry Best Practices
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Private Custom Training
- Built to meet your specific needs
- Custom content pulled from our curriculum
- Unique training agenda
- Available for remote or on-site training
Trends that Matter
- 2X Outperform: Firms with engaged employees outperform those with non-engage by 202% on average
- Profit Margins: Companies that invest in employee training enjoy a 24% higher profit margin than companies that don't.
- Retain Your People: Career learning drives engagement and engagement drives tenure. Studies show your best people stay when they can advance their career skills.
- Accelerate Onboarding - Firms can eat up months onboarding new staff due to lack of structure and lack of content. Firms with prescriptive training plans see faster "time-to-value" for new employees.
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Browse All Training
Course titles, overview descriptions, learning objectives and target roles.
Learn More, Learn Everything
Optimization & Best Practices
60
Minutes
Live Instructor Led
Description:
This course provides an overview of the optimization process including the key outcomes, standard procedures, and the typical timeline. Also, there will be a review of best practices for this phase and how Firm Insights highlights areas of improvement as well as success. Additionally, the learners will be walked through how to increase adoption through automation, mass messaging and the Net Promoter Score (NPS) feature.
Learning Objectives:
(1) Describe the key steps of optimization. (2) Understand how to review and analyze the Firm Insights dashboard. (3) Identify typical areas of improvement to reach full adoption for firms and clients.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Practice Areas Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces the highlights of the Case Status Practice Area functionality, introducing the client journey and features available to further engage your clients.
Learning Objectives:
General understanding of practice areas within the Case Status platform.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users
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Preparing for your implementation Basics
5
Minutes
eLearning, OnDemand
Description:
This course is designed for your staff to prepare for the implementation engagement with our Customer Success Services team. It covers the basics needed to hit the ground running to ensure the fastest time to value and time to live with the Platform.
Learning Objectives:
General understanding of your implementation journey.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users
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Implementation & Adoption Fundamentals
60
Minutes
Live Instructor Led
Description:
This course provides an overview of the implementation process including aligning the project team, deliverables for each phase, and the typical timeline. Also, there will be a review of the data necessary not limited to user roles, practice area creation, inviting clients, message templates, automations, mass messaging and other key features. Additionally, the learners will be walked through how to integrate and sync with their case management software (CMS) and discuss how to configure the platform prior to inviting clients.
Learning Objectives:
(1) Describe the key steps of implementation. (2) Understand the deliverables required for configuration. (3) Identify the critical actions necessary to reach full adoption for firms and clients.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Key Implementation Configuration Decision Basics
5
Minutes
eLearning, OnDemand
Description:
In this course we introduce the key considerations and decisions that will ensure a successful implementation.
Learning Objectives:
General understanding of your implementation project and how you can help it to be a super success.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Firm Insights, Client Feedback & NPS
60
Minutes
Live Instructor Led
Description:
This course focuses on the data and reporting available in Case Status to maximize value and client engagement. It will cover the Firm Insights dashboard including Customer Success Scores and how to use these to measure performance within the firm and client usage. There will also be a focus on analyzing client feedback and the Net Promoter Score (NPS) data to identify and understand the drivers and causes for positive and negative scores, as well as recommendations on automated or templated responses to obtain more detail.
Learning Objectives:
(1) Describe the Customer Success scores and how they are measured. (2) Identify ways to obtain and respond to client feedback (1) Understand Net Promoter Scores (NPS) and its value.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Integration Overview by Case Management Software Basics
5
Minutes
eLearning, OnDemand
Description:
The course introduces the integration basics to Case Management Software solutions which typically includes stages, documents and messages so you can merge the best of your back office Case Management System with the best of your front office - Case Status.
Learning Objectives:
General understanding of integration features and benefits.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Firm Insights Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces firm insights which can be used to drive better performance with app adoption, NetPromoter scores, response times and more.
Learning Objectives:
General understanding of information tracked and relevance.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Appointment Management Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces appointment management and client messaging through the platform and how these features increase case velocity.
Learning Objectives:
General understanding of tracking appointments for each client's case.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users
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Client Messaging Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces the basics of consolidating messaging with your client via the Case Status platform and how that will drive high client satisfaction.
Learning Objectives:
General understanding of messaging within the Case Status Platform.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users
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Client Surveys Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces the feature that proactively solicits feedback about how satisfied your client is. This feature will help you to turn low scores into high scores and to ask high scores to review and refer your firm.
Learning Objectives:
General understanding of NetPromoter scores, when surveys are sent and the importance of measuring client satisfaction.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Creating Templates & Automation Basics
5
Minutes
eLearning, OnDemand
Description:
This course introduces automation and template features and how they can help your team to scale by proactively building the ideal experience.
Learning Objectives:
General understanding of templates & automation and how they help you scale your programs.
Target Audience:
Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Practice Areas
60
Minutes
Live Instructor Led
Description:
This course reviews the Case Status Practice Area functionality, showcasing the client journey and features available to further engage your clients. This includes a walk through of how to utilize Practice Areas, stages and descriptions to align with your firm and its clients. There will also be a demonstration of how automations and message templates can be applied within different Practice Areas and stages to create efficiency and drive adoption.
Learning Objectives:
(1) Review functionality of Practice Areas including stages and descriptions. (2) Describe best practices for engaging client throughout their journey. (3) Understand how automations and message templates can be incorporated into Practice Areas and stages.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers
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Appointment Management & Client Messaging
60
Minutes
Live Instructor Led
Description:
This course focuses on how to streamline appointment management and client messaging through the platform and how these can integrate into a firm’s Case Management System (CMS) and/or email provider. There will be several examples used to illustrate how best to utilize this functionality to save time, keep clients up to date and engaged. It will also include a walk through how to best configure these features for your firm and specific practice areas.
Learning Objectives:
(1) Understand how to integrate appointment management and client messaging in Case Status. (2) Identify key areas of efficiency gain through configuration of the platform’s features. (3) Learn best practices for integration of appointments and messaging into other firm software.
Target Audience:
Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users
“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”
David B.
to Pond Lehocky Giordano
“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”
Sam W.
to Richard Harris Law Firm
“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”
Tawana T
to Saiontz and Kirk
4.9 • 30,000+ Ratings
Unlock the Full Potential of Your Firm
We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.