December 2024 Product Update

Happy Holidays!

We're thrilled to present our December 2024 Case Status Product update, but before we jump in, let's take a look back at some of our recent events and news:

• Legal Client Engagement Quarterly Webinar: Listen in on our last of 2024 quarterly webinar series where we review our recent enhancements and chat with GAVL CEO, Ryan Raplee on the role of videos in marketing. Watch here.
• Extracting Value Throughout the Case Lifecycle: Catch the on-demand webinar where we discover how to redefine legal case value beyond monetary outcomes. Featuring insights from Supio, YoCierge, and Structured Consulting, this session explores actionable strategies to measure and maximize both tangible and intangible components of case value. Watch it on-demand now!
• Case Status wins “Overall Client Relationship Management Platform of the Year” by the prestigious 2024 LegalTech Breakthrough Awards: This recognition validates our belief that better communication doesn’t just improve client satisfaction—it drives firm growth. By reducing calls, emails, and follow-ups, attorneys and staff can focus their energy where it matters most. Read more about what this recognition means here.
• Ten Golden Rules Internet Marketing for Lawyers Podcast: Listen in as Case Status’ CEO, Andy Seavers, sits down with Jay Berkowitz, owner and and Founder of Ten Golden Rules Internet Marketing Agency, and chats all things client communication and engagement. Listen here.

And don't forget all your other great resources:

• Current and Past eventssome text
  • Access a mix of thought leadership, integration partners, and customer webinars here.
• Case Status Universitysome text
  • Check out free training videos and value-add options here.

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Now, here is your holly and jolly Case Status Product Update:

This Month's Updates:

New Features This Month

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AI Case Summaries (Beta Testing Now Open!)

We’re excited to announce the launch of  AI Case Summaries — a game-changing feature designed to save time and improve case management efficiency.

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AI Case Summaries provide firm users with a concise breakdown of their cases, eliminating the need to sift through lengthy message threads or schedule multiple meetings to understand the latest updates. This feature gathers and analyzes data from various sources in the Case Status platform, including:

- Message threads

- Client NPS and feedback

- Checklist items

- Other key case data

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The summaries are divided into three sections:

1. Overview: A snapshot of the case status.

2.. Blockers & Client Sentiment: Highlights issues, client concerns, or potential delays.

3. Follow-Up Items: Outlines actionable tasks and next steps.

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Whether you’re a team member who doesn’t handle daily communication or someone returning from a holiday break, AI Case Summaries will help you get up to speed in no time.

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Want to try it out? Beta testers are welcome to join! Spots are limited, so sign up here to secure your place in the testing pool.

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What We’re Working on Now

Integration Updates

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Filevine Calendar Sync

We’re enhancing our Filevine integration with a highly-requested feature: Calendar Appointment Syncing!

This update will:

- Automatically sync appointments from Filevine to Case Status.

- Eliminate the hassle of double data entry.

- Ensure clients are informed with automated reminders and can view upcoming appointments directly in our app.

If you’re interested in taking advantage of this feature, let us know and be among the first to experience seamless appointment management.

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Docketwise Integration

We’re thrilled to expand our integration family with the addition of Docketwise! This new integration will:

- Import cases from Docketwise into Case Status.

- Sync back documents and messages seamlessly.

- Provide firms using Docketwise with the full benefits of Case Status, including streamlined workflows and enhanced client communication.

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Stay tuned for more updates on the rollout of this exciting integration!