March Product Update & Sneak Peek

Spring is in the air, and so is innovation. As we roll into April, let’s take a look back at what we launched in March—and give you a sneak peek at what’s coming soon from the Case Status product team. But first, here’s what’s been happening across the Case Status community:

Upcoming + On-Demand Events

How Docketwise + Case Status Work Together to Improve Client Experience - Join the Case Status team and Docketwise experts to see how this newly launched integration can supercharge your client experience and internal workflows. Register Here

Real-Time Engagement with Case Status A I- Watch how firms are already using our new AI-powered features, like sentiment and urgency filters, to improve communication and reduce client anxiety. Watch it on-demand now.

Unlock Litify Success: A Client Experience Playbook - Is your client experience helping—or hurting—your growth? Watch how Litify firms are using Case Status and Micronetbd to streamline communication, boost efficiency, and turn satisfied clients into powerful advocates. Watch it on-demand now.

Don’t Miss These Resources

• Case Status University
  Whether you’re onboarding a new team member or looking for pro tips to get even more value from the platform, our free video training library has you covered. Access videos here →
  
• Past Webinars & Events
  From AI best practices to integration deep dives, catch up on any events you missed right here. Watch now →

New This Month: Enhanced Message Triage Filters

This month, we introduced a powerful feature designed to help your team cut through the noise and focus on what matters most: clients who need immediate attention.

Our new Enhanced Message Triage Filters are part of our continuous efforts to bring the power of AI to client engagement. Behind the scenes, Case Status now uses natural language processing to evaluate every incoming client message for key traits like:

• Urgency – Is this something that needs to be addressed right away?
• Sentiment – Is the client expressing satisfaction, frustration, confusion, or something else?
• Category – What type of issue is being raised (e.g., scheduling, case update, documentation request)?

These values are now surfaced in your Case List, with the ability to filter by urgency and sentiment so your team can quickly identify and respond to high-priority conversations.

Why it matters:
The legal world moves fast, and client expectations are higher than ever. By highlighting urgent and emotionally charged messages in real time, your staff can step in faster, reduce potential escalations, and deliver a better overall client experience.

This feature is more than just a convenience—it's the first building block of a broader AI vision. These insights will expand to include predictive client sentiment trends, giving you proactive recommendations to improve satisfaction and reduce friction.

Coming Soon: PracticePanther Integration

We’re expanding the Case Status ecosystem once again—with a new integration designed for the thousands of firms using PracticePanther.

Our upcoming PracticePanther integration will make it easier than ever to manage client communications without juggling tools or duplicating work. With this integration, you’ll be able to:

• Seamlessly import cases from PracticePanther into Case Status
• Sync key case details, messages, and documents between platforms
• Unlock all the benefits of Case Status—real-time messaging, automated updates, review and referral requests, and more—within your existing tech stack

If your firm relies on PracticePanther to manage operations, you’ll soon have direct access to the Case Status client experience layer. It's a seamless way to enhance your current stack with better communication, transparency, and client engagement.

Security First: Expanded 2FA Capabilities

This month, we’re rolling out expanded two-factor authentication (2FA) capabilities to support a wider range of verification methods. You’ll now have more options to secure your Case Status access.

Why this matters:
Enhanced 2FA means greater flexibility and stronger protection for both your team and your clients. It’s part of our broader effort to maintain industry-leading security standards—without slowing you down.

If you’re excited about these updates or have ideas for what you’d like to see next, we’d love to hear from you. Your input helps shape the future of Case Status.