How to Activate Cases & Invite Clients to Use Case Status

Activating cases in Case Status creates the starting point for a client's journey with your firm, whether the case is brand new, or it has already progressed through some portion of its life cycle. Before a case is activated no communication will flow to the client, so they remain unaware of the work your team is doing on their behalf!

Activating cases could not be easier, and you can choose to activate a single case, or multiple cases in bulk:

Step by step process for activating a single case:

1. Login to Case Status
2. Filter to "Onboarding Cases" 
3. Click into the Case you want to activate
4. Click "Send welcome message" button to craft an invitation message
5. Modify your default Invitation message as desired
6. Click "Schedule" to specify a future date/time to send the message, or simply click "Send" to deliver the message immediately

Filtering to Onboarding Cases

Activating a single Case

Crafting an Invitation message

Step by step process for activating cases in bulk:

1. Login to Case Status
2. Filter to "Onboarding Cases" 
3. Click into the Cases you want to activate
4. Click the "Bulk Actions" button, then click "Send a Message"
5. Click the "Add Invite Message" to add your Invitation message template
6. Modify your default Invitation message as desired
7. Click "Schedule" to specify a future date/time to send the message, or simply click "Send" to deliver the message immediately

Selecting multiple Cases to Activate

Selecting the "Send a Message" Bulk Action

Once you have a handle on activating cases, we recommend aiming for at least 75% of your open cases to be activated to gain the most value out of Case Status. To learn more about activating cases, supporting your staff as you invite clients, or gaining the most out of Case Status, please request an Optimization session with our team here.