When a case is closed, what does the active client experience?
OVERVIEW
When the attorney closes a case and the client is not archived:
Client will see in the dashboard's Recent Activity that "(User) closed case (Case Name)."
Client will receive an email notification that their case was closed.
Billing:
Customer can still invoice a closed case, share and send the invoice to the client.
Client can still pay outstanding invoices associated with a closed case online.
Invoices are all available to view in the client portal. To disable, the customer must unshare the invoice.
Documents:
Documents are no longer available to view by the client under the main documents tab.
Documents are still available to view under the Recent Activity - they are marked as Archived.
All versions are available to download. History is view-able and so are comments.
There is not a way to view all archived documents.
Events:
Events are no longer available to view by the client under the main Calendar tab.
Events are still available to view under the Recent Activity.
Messages:
All messages are available to view under the main Messaging tab.
Comments:
All comments are available to view under the main Commenting tab.
You are also able to locate the item the comment is attached to.
Commenting is closed on a read-only basis.
When a case is unarchived and the client is active and enabled, they will receive an email notification that says their Case has been reopened.