Overview
With Status Updates, your firm can easily keep everyone on the same page about the progression of a given case with a history of updates and easily identify the specifics of what needs to happen next so that cases don’t slip through the cracks or get stuck.
Status Updates are limited to 500 characters to create a history of updates that can easily be scanned and ensure that the latest update can fit on the Cases dashboard. Now, your status updates are easy to find and don’t have to clutter up your case notes.
How to add a Status Update
To add a Status Update in MyCase, follow these simplified steps:
1. Choose Your Entry Point
You can start an update from three different locations:
Cases Dashboard: For a quick update without leaving the main list.
Case Details Page: Within the specific case you are working on.
Status Updates Tab: Located inside the Case Details for a full history.
2. Add the Update
From Case Details: Go to the Items & Info tab and select Add New Update (found under the current status).
From the Status Updates Tab: Click the tab directly to add a new entry or view previous ones.
3. Edit if Needed
If you need to change an update, go to the Status Updates tab within the Case Details and click the pencil icon.
Note: Status updates are limited to 500 characters and are for internal use only. They cannot be shared directly with clients, though you can copy the text into a Message if needed.
Where to view your Status Updates
There are two separate locations that you can view your Status Updates within MyCase: Case Info and Status Updates within the case file as well as in the broad view of your Cases Dashboard.
View or print a snapshot of all your cases with a short narrative or details of the latest Status Update. You can also add a new case status directly from this page as well.
With Status Updates you’ll find the most benefit by regularly updating a status so that everyone can, at a glance, understand what is going on with a given case and the specifics of what needs to happen next!
How Do I Share the Status Update with my client?
Case Status has been built for internal use only and you do not have the ability to share this with your client. However, you do have the ability to copy this message and send it to your client via our Messaging tool. To learn more about Messaging click here.