February 2025 Case Status Product Update

Happy (almost) March!

Let's take a look back at what we worked on in February and what's coming up in March! But before we dive into our February 2025 Case Status Product Update, here’s a recap of our recent and upcoming events:

• Unlock LItify Success: Is your client experience a 5-star journey or a frustrating process? Join Micronetbd and Case Status to discover how Litify firms can enhance engagement, efficiency, and profitability. Special guest Brian Page of Trust Guss Injury Lawyers will share how to turn satisfied clients into your best growth drivers. Register now.
• Accelerating 2025 Growth – The Power of Google Reviews and Client Engagement 2.0: Did you miss the live session? Watch now as BluShark, Case Status, and special guest Gabriela Cubiero of Affinipay share strategies to drive 5-star reviews, enhance your online presence, and streamline case management for firm growth. Watch now.
• My Status is: Innovation with AI: Client engagement is evolving—are you keeping up? Watch as Ben Leader, Partner at Elrod Pope, shares his playbook for using AI and Case Status’ 5-star mobile app to streamline client communication while staying personalized. Learn how his firm provides seamless, real-time updates to enhance the client experience. Access it on-demand now!

And don't forget all your other great resources:

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

Now, here is your February Case Status Product Update:

This Month's Updates:

New Features This Month

AI Case Summaries

This exciting new feature is designed to streamline a firm's workflow by providing a concise, AI-generated summary of each case. No more digging through messages, checklists, and feedback to figure out the case status—this feature brings the most critical information directly to our customers. Each summary compiles key information from message threads, checklist items, NPS feedback, and appointments to:

• Provide a general case summary with high-level context and status updates
• Highlight potential obstacles and analyze client sentiment based on feedback and message tone
• List any pending tasks, unanswered questions, or required next steps

Mobile Document Scanning

We value customer feedback, and one area that our firms requested help with is finding a way to ensure that usable documents are being sent via the mobile app. We learned that firms will often have to sift through single images and documents to find the right one, and then spend additional time combing them manually. To address this, we have introduced a new document-scanning feature in our iOS and Android apps to enhance the document-sharing experience for clients. This functionality allows users to scan multiple pages, edit images, and send documents as a single PDF file.

‍

iOS Video Demo

Android Video Demo

‍

What We’re Working on Now

Message Triage

When faced with a large volume of incoming messages, firms sometimes struggle when deciding on who to respond to first.  This AI feature will make it easier for users with many incoming messages to triage and prioritize urgent questions.

New NPS Trigger Options

Some case stages can last for a very long time, and sometimes firms want to gather NPS feedback during the stage, and not just when it changes.  This feature will allow firms to customize how they are collecting NPS, and allow them to further define how they are engaging with clients.