Case Status

Overview

Case Status is a client portal and communication platform built for law firms that centralizes case updates, messaging, document sharing, and client tasks in a single branded mobile experience. The platform is designed to reduce routine inbound inquiries by giving clients self-service visibility into the status of their matter throughout its lifecycle.

Key features and functions include:

Branded client mobile app

Law firms can offer clients a white-labeled mobile application for iOS and Android that reflects the firm's branding. Clients receive push notifications and can track the progress of their matter through defined case stages.

Automated case status updates

Firms can configure automated milestone-based messages triggered as a case advances through defined workflow stages, reducing the volume of routine status inquiries handled by staff.

Two-way messaging

The platform supports secure, in-app messaging between clients and law firm staff. Message threads are organized by case and logged within the platform for recordkeeping purposes.

Client task management

Firms can assign tasks to clients directly through the platform, such as document uploads, form completions, or appointment scheduling. Clients receive notifications and can complete tasks from within the mobile app.

Document sharing

Case-related documents can be shared with clients through the platform, providing a centralized location for clients to access and review materials without relying on email attachments.

Case management system integrations

Case Status connects with a range of law practice management and case management platforms to sync case data and status information, reducing the need for manual data entry across systems.

Client satisfaction tracking

The platform includes tools for collecting client feedback and satisfaction scores during and after a matter, providing firms with data to evaluate client experience across their caseload.

Analytics and reporting

Firms can access dashboards reflecting client engagement metrics, message response times, task completion rates, and overall satisfaction data to support operational review and staff performance assessment.

RESOURCES

Official website

HEADQUARTERS

LANGUAGES

English

OFFICES