The aim of this article is to assist you in creating your own practice area stages with descriptions in the Case Status web application. When your client first opens the app on a mobile device the initial information that is presented will be a practice area stage along with a description (img.1). Clients will also be able to view a comprehensive view of the practice area and description in the process tab (img.2).
(img.1) Example of client view of the first stage
using the Case Status mobile app.
(img.2) Example of a clients view of the process tab
Using the Case Status mobile app. This view displays
All of the stages within the practice area and a
Description for each stage.
Case Status has several practice areas with descriptions pre-configured for your convenience. These templates can be found in your Case Status admin portal under “Settings” > “Practice Areas” and are searchable by practice area. You will have the ability to edit these to fit your firm’s needs. It is important to note that with certain integrations practice area stages may not aline or are not available. During implementation, if your firm’s Case Management System integrates with Case Status your implementation manager will assist with defining display names and integration names(img.3).
(img.3)Example of integration names and display names in Case Status:
Practice Area Display Name = Criminal Law
Practice Area Integration Name = CL Felonies
There are times when you will want to create your own practice areas with descriptions. You have the ability to create your custom practice area template by going to “Settings” > “Practice Areas” > “+new Practice Area.” We recommend using the following list when considering your practice area descriptions.
- What criteria have to be met in order for a case to be in a specific stage?
- What processes is your practice using during a specific stage?
- What information do you need your client to provide during a specific stage?
- What criteria have to be met for a client's case to move to the next stage?
Below are two examples of Stage names and descriptions(img.4 & 5).
(img.4) This example is an available template in Case Status. You can see in the example some of the consideration from the aforementioned list that is being utilized.
(img.5) This example is a stage that is integrated with a case management system, clients will see "Attorney Review" displayed as the stage's name in (img.1). This case within the case management system will be listed in a stage called a "Review." The integration name must match exactly the mapped field in your case management system.
*Important to remember - you must have a minimum of 2 stages and a maximum of 12 stages.
For all questions and inquiries regarding this documentation, please contact firstname.lastname@example.org.
You can also use the help widget in the bottom left-hand corner of the app.