Many firms constantly ask clients for information or to send items (docs, photos, forms, etc.) for their cases via email or written letters. Client tasks help streamline this process by assigning tasks with due dates to clients, notifying you when they mark them complete, and making it easy to verify or reject what they provided.
Some examples of tasks that can be assigned to your clients:
Gathering information (intake forms outside of MyCase)
Upload documents
Reviewing and approving documents
Upload Photos
Copy of Driver’s License
Return signed documents
From the dashboard, tasks page, or quick add item menu:
Click New Task to display the Add Task window.
Specify the Task details.
Assign the Task to your client for them to complete.
By selecting the checkbox to the right of their name, you will assign the task to that specific client for them to complete.
Click Save Task.
Note: The task MUST be assigned to at least one firm user so they can maintain oversight of it.
The client receives an email notification that a new task has been assigned to them.
It appears in their Client Portal as an outstanding item.
The task is then visible in the Tasks list, and the Case Details are linked to the firm user overseeing it.
It is also visible in the Case Details tab when filtering to Client Tasks.
When a client marks a task as complete, it goes into Needs Confirmation status. At this point, a firm user can mark this task as complete if it is correct.
What if my Client did not complete the task correctly?
We realize that clients may not complete a task correctly and that you may need to have them try again.
Firm Members can review all tasks clients say they completed in the Tasks tab of the Case Details Page.
Go to the Case Details Page.
Select the Tasks sub-tab.
Select the Task.
Accept the task by clicking the Actions drop-down and selecting Mark as Complete.
If the client provided incomplete or incorrect information, the firm user assigned to the task can reject the task and re-assign it to the client by unchecking the checkbox for the task on the Task Details screen.
