Case Status pulls clients name, email, and phone number, as well as Matter name, description, and incident date.
We push all communication back to the Communication section of Clio.
Every night at midnight, cases are pulled into Clio. An “Import from Clio” button can also be pressed at any time.
The integration allows cases that are set up in Clio to be automatically created in Case Status. The integration also pushes all client/attorney messaging in Case Status to Clio.
If a user manually imports cases from Clio and there are issues that cause some cases not to be imported successfully, these will be displayed in a pop-up window.
If messages are added by the attorney or the client for a Case that has the same Case Id in Case Status and Clio, the messages are automatically stored as Communications on the Matter in Clio.
We’d love to answer any questions you have about Case Status. You can reach us at firstname.lastname@example.org or 800-429-4968. We look forward to hearing from you!
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