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Case Status [w/ VIDEO]
Case Status [w/ VIDEO]

Never let a case slip through the cracks. Use the Case Status Dashboard on the Cases Tab to regularly see a snapshot of what needs to happen

Lisa Myers avatar
Written by Lisa Myers
Updated over a week ago

Never let a case slip through the cracks. Use the Case Status Dashboard on the Cases Tab to regularly see a snapshot of what needs to happen next for each case and easily take action to keep cases moving forward.

How to Apply and View Case Status Updates

With Status Updates, your firm can easily keep everyone on the same page about the progression of a given case with a history of updates and easily identify the specifics of what needs to happen next so that cases don’t slip through the cracks or get stuck. Status Updates are limited to 500 characters to create a history of updates that can easily be scanned and ensure that the latest update can fit on the Case Status Dashboard. Now, your status updates are easy to find and don’t have to clutter up your case notes.

Monitoring Case Status [VIDEO]

How to add a new Status Update:

There are several different ways to add a new Status Update to as case file: Case Dashboard, Case Details Info Page, & within the Status Updates tab. To update within a case file, you can navigate to the Case details page of the case that you would like to update. Within the Items & Info tab select 'Add New Update' under the current status or click on the Status Updates tab. You have the ability to add a new Status Update as well as view all previous updates. You can always edit a case status by selecting the pencil icon within the Status Updates tab in the Case Details page.

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Where to view you Status Updates:

There are two separate locations that you can view your Status Updates within MyCase: Case Info and Status Updates within the case file as well as in the broad view of your Cases Dashboard.

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View or print a snapshot of all your cases with a short narrative or details of the latest Status Update. You can also add a new case status directly from this page as well.

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With Status Updates you’ll find the most benefit by regularly updating a status so that everyone can, at a glance, understand what is going on with a given case and the specifics of what needs to happen next!

How Do I Share the Status Update with my client?

Case Status has been built for internal use only and you do not have the ability to share this with your client. However, you do have the ability to copy this message and send it to your client via our Messaging feature. To learn more about Messaging click here.

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