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What does an active Client see when a case is closed?
What does an active Client see when a case is closed?

When a case is closed, what does the active client experience?

Updated over a week ago

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.

Case Closed Email Notification
  • 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.

Case Reopened Notification Email to Client
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