October 2024 Case Status Product Update

Happy Fall, y'all!

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

• The Success Era, Achieving Operational Excellence with Best Era and Case Status: Watch this exclusive webinar on-demand where Case Status, along with one of our newest certified expert Best Era, guide you through the key steps to building a successful law firm. Watch here.
• Back to School with Case Status and SmartAdvocate: Catch the on-demand webinar, "Get Smart(er) with Case Status & SmartAdvocate," featuring our special guest, Kenny Habetz of Kenny Habetz Injury Law, and discover how we are turbocharging practices with SmartAdvocate's powerful all-in-one case management and our 5-star client engagement solution! See it here.
• Boost Case Value and Velocity, Navigating the Crossroads of Medical Records and Client Engagement: Tune in as Case Status, along with our certified expert, YoCierge, and Jay Stefani, of Levinson Stefani, set you up for operational excellence through efficient medical records management and effective client engagement. Catch it on-demand here.
• Clio Chats: Listen in as we take you inside the success stories of four firms elevating client experiences with Case Status. This robust roundtable discussion features panels from a variety of practice areas including: Immigration, employment law, probate and estate planning, as well as, family law. Watch the full replay here.

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.
• Summer Referral Program
  • Know another firm that could benefit from Case Status? Submit their details and if they turn into a Case Status customer, we will give you $500. Check out the program here. 

Now, here is your October 2024 Case Status Product Update:

This Month's Updates:

Email Notifications for Real-Time Messages
We’ve introduced a new Email Notifications feature, allowing users to stay updated on key case developments in real-time. Now, you can receive an email whenever specific messages or feedback come into Case Status, ensuring that no important updates go unnoticed.

Key Features:

• Customizable Alerts: Choose which messages trigger email notifications based on your preferences.
• Triggered Events: Get notified about client inbound messages, treatment logs, chat messages, and new NPS/feedback.
• Detailed Email Contents: Each notification includes relevant case information, message content, and a direct link to the related case for immediate access.

This feature helps legal teams stay informed and respond to client needs more efficiently.

Video Status

Video Status, our new client video log feature, allows legal teams to engage more effectively with clients by requesting video or audio recordings. These recordings can serve multiple purposes, from gathering testimonials to capturing important case details that could strengthen legal arguments.

Key Features:

• Short Code Integration: Add specific short codes to message templates to request audio or video recordings from clients.
• In-App Recording: Clients can record audio or video messages directly from the app, with options to retake and send their recordings.

This feature provides a unique, personal way for clients to communicate and engage with their legal team.

Sneak Peek: What we're working on this quarter

We’re developing a new feature to provide AI-Generated Case Summaries, which will offer legal teams a comprehensive snapshot of a case’s status. This feature will analyze all case-related data within Case Status, including message threads between clients and the legal team, Net Promoter Score (NPS) feedback, appointments, and more.

Key Highlights:

• General Overview: Summarizes the current state of the case.
• Identifying Blockers & Client Sentiment: Highlights any roadblocks affecting the case's progress as well as evaluates client case satisfaction
• Follow-Up Items: Lists actionable tasks that need attention or items the legal team is still waiting on.

This feature will give legal teams a quicker, more comprehensive understanding of each case, allowing for faster decision-making and better client communication.