Feature Overview: Using Bulk Actions

Summary of Feature:

Bulk actions can be used to send the same message to a large list of clients, update practice areas across numerous cases, move the status of a list of cases ahead by one; add, remove or replace staff, and assign a primary staff member. Consider using a bulk action rather than updating cases individually, or when you want to send the same message to a large number of clients. These tools can save you and your colleagues a lot of time.

Types of Bulk Actions:

Send a Message: This features allows you to send or schedule send the same message to a selected group of clients. 

Update Practice Area: This features allows you to update the practice area for multiple cases at one time.

Increment Status: This feature allows you to update the status of multiple cases at one time. 

+/- Team Members: This feature allows you to add or delete members from multiple cases at the same time. 

+/- Case Managers: This feature allows you to add or delete case managers from multiple cases at the same time. 

Assign Primary: This feature allows you to assign the primary on the case on multiple cases at the same time. 

Additional Information: 

Bulk Send a Message feature: Case Status's default setting allows up to 2,000 messages to go out at one time. Please contact support@casestatus.com or your dedicated Customer Success Manager for more information. 

Practice Area and Increment Status: If your business is integrated with a CMS, this update should take place within your CMS in order to keep the integration between Case Status and your CMS running smoothly. Updating this information directly in Case Status instead of your CMS can cause unnecessary communication during the syncing process that could reduce client satisfaction.

+/- Team Members and Case Managers: If your business is integrated with a CMS, this update should take place within your CMS in order to keep the integration between Case Status and your CMS running smoothly. Updating this information directly in Case Status instead of your CMS can cause unnecessary communication during the syncing process that could reduce client satisfaction.

Assign Primary: If your business is integrated with a CMS, this update should take place within your CMS in order to keep the integration between Case Status and your CMS running smoothly. Updating this information directly in Case Status instead of your CMS can cause unnecessary communication during the syncing process that could reduce client satisfaction.

Video Guide:

Step By Step Guides:

Bulk Messages

Bulk Practice Area Update

Bulk Increment Status Update

Bulk Add, Remove or Replace Attorneys

Bulk Add, Remove, or Replace Case Managers

Assign Primary