Courses
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Supercharge Your Success: Three Best Practices from Case Status
CourseRecorded in July 2025, listen to Angelina Multari and Kyle Leary of Case Status share three key tips to make the most of Case Status.
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Admin - Bulk Messaging in the Case List
CourseLearn how to identify a group of cases with filters, and then send that group a bulk message.
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Client Checklists in Case Status
CourseGet specific with tasks needed to keep your case moving. In this course, learn how to add, manage, and complete checklists for your clients.
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Treatment Logging in Case Status
CourseLearn how clients can share updates on their medical visits with the firm, using the Case Status mobile app.
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Appointments and Appointment Reminders
CourseSetup appointments for your clients to track with Case Status, and learn how clients will be reminded to attend appointments.
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Activity Tracking and Placing a Case On Hold
CourseCheck up on your clients usage of Case Status, and help get them re-engaged with the On Hold status.