Importing/Syncing New Cases 

Once the integration has been configured, cases can be imported using the nightly sync, manual all case sync, or individual case sync.

The requirements for importing a case are the same as all integrations. We will need the following in order to import:

• A Primary Attorney tied to the case that exists in the Case Status firm

• A client with a valid cell phone

• Practice Areas & Stages may be required depending on the integration settings that are configured for the firm

To import an individual case, you will need to grab the GUI from the case URL as seen below.

Primary Attorneys

The attorney that will be recognized as the ‘Primary’ in our system is indicated by the ‘Primary’ flag within Neos. This flag will not display on the case itself and instead will be visible by navigating to Settings > Case Types > {Case Type} > General >> Staff Assignments

Currently Case Status will not create Primary Attorneys from Neos. They must exist prior to importing a case.

Status Syncing

The Case Status stages are mapped to the Neos ‘phase’ which can be seen on the ‘Activity Feed’ section from within a case.

In order to change the phase of a case, the firm user must complete all checklist items for a phase. Once these have all been marked as done, the case will move to the next phase. The checklist items associated with a phase can be seen on the ‘Checklist’ tab of a case.

Messaging & Document Sync

Messages that are sent by clients/firm users will appear in the ‘Notes’ section of the Case. Each message will be its own note and will indicate who the sender of the message is within the body of the note.

These will be synced back to Neos every 2 minutes.

Documents will be synced back to the ‘Documents’ tab within a case. These will sync back every 20 minutes and will say ‘CaseStatus’ listed for the ‘Staff Created’ attribute.