Case stages keep your whole firm aligned on where each case stands and help prevent cases from getting stuck or slipping through the cracks. You can view the stage of every case at once from the Cases tab, print that view for case status meetings, and narrow it down by practice area when you need to focus on one group of cases.
To set up or edit the case stages for your firm:
Go to Settings and click the Case Stages tab.
Click + New Stage to start building your list.
Name your stages: Match them to your firm's workflow (e.g., Discovery, Pre-Trial, Settlement) or flag statuses like Pending or Urgent.
Reorder: Drag and drop stages to arrange them by sequence, practice area, or alphabetically.
Global vs. Custom: This is the default list for all practice areas. To create a unique list for a specific practice area, see To customize case stages for a specific practice area below.
*To customize case stages for a specific practice area:
Go to Settings, click the Case Stages tab, then select By Practice Areas.
Click + New Group.
Choose the practice area you want to customize from the dropdown. If it isn't listed yet, select + Create new practice area and enter a name.
Click Create Group. Your new group starts as a full copy of the global list you'll customize from here.
*Please note this is a new feature that may not be available in all accounts at this time.
To edit the case stages for a Practice Area:
Click the group's edit icon to open Edit Stages.
Use the toggle next to each stage to show or hide it for this practice area. Shown stages are numbered and appear at the top of the list; hidden stages sit below them.
Drag shown stages to reorder them. When you show a hidden stage again, it moves to the bottom of the shown list rather than back to its original spot.
Click Save Changes.
After creating a custom group, it will display as a tile on the Practice Areas tab.
Making changes: Click the edit icon on the tile anytime to adjust the stages.
Returning to the global list: If you no longer need the custom list, delete the group from its tile. This removes the custom options for future use, but preserves the current stage on any existing cases.
To set the stage of a case when creating a case:
Keep your firm aligned by setting a case's stage during case creation or updating at any time. When assigning a stage:
Custom Lists: If the practice area has a custom stage list, you will only see those specific options.
Global List: If no custom list exists, the full global list will be available.
Ordering: Stages always appear in the order configured in Settings.
To view the stage of cases at a glance on the Cases Tab:
There are two ways you can see the stage of a case, it can be seen:
On the top Overview panel of a specific case's Case Details Page.
On the Cases tab where you can also get a quick snapshot of the current stage of all your cases. You can print this view for status meetings by clicking on the gear button on the right-hand side of the page and selecting Print this view.
To update the Case Stage when it moves from one stage to another:
If the stage needs to be updated, for example, when a case progresses through its lifecycle or gets stuck, you can do so from the Cases dashboard or the Case Details page (pictured below).
To change the case stage from the Cases dashboard, locate the case that you would like to update and select the pencil icon by the stage name. This will cause a drop-down menu to appear in which you can choose the new case stage.
