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.

General understanding of integration features and benefits.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

This course introduces firm insights which can be used to drive better performance with app adoption, NetPromoter scores, response times and more.

General understanding of information tracked and relevance.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

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.

General understanding of NetPromoter scores, when surveys are sent and the importance of measuring client satisfaction.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

This course introduces automation and template features and how they can help your team to scale by proactively building the ideal experience.

General understanding of templates & automation and how they help you scale your programs.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

This course introduces the basics of consolidating messaging with your client via the Case Status platform and how that will drive high client satisfaction.

General understanding of messaging within the Case Status Platform.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users

This course introduces appointment management and client messaging through the platform and how these features increase case velocity.

General understanding of tracking appointments for each client's case.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users

This course introduces the highlights of the Case Status Practice Area functionality, introducing the client journey and features available to further engage your clients.

General understanding of practice areas within the Case Status platform.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users

In this course we introduce the key considerations and decisions that will ensure a successful implementation.

General understanding of your implementation project and how you can help it to be a super success.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

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.

(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.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users

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.

General understanding of your implementation journey.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers, Other Firm Users

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.

(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.

Executive Sponsor, Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

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.

(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.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

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.

(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.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers

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.

(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.

Project Lead, Firm Administrator, Attorneys, Paralegals, Case Managers