Case stages let you easily track the lifecycle of cases and view how your cases are progressing at a glance. This help keeps everyone at your firm on the same page about the progress of a case and helps prevent cases from getting stuck or slipping through the cracks. You can view a snapshot of the stage of all your cases at a glance and print it for case status meetings.
OVERVIEW
To setup or edit the case stages for your firm:
Go to Settings and click on the Case Stages tab.
Click Edit Stages followed by Add Stage to start to building your list of case stages.
You can name stages by how the cases progress through its lifecycle. For example, Discovery, Pre-Trial, In Trial, and Settlement. You may also want to include Pending, Urgent or similar stages to easily identify cases that are stuck or need immediate action. If stages differ by practice area, you can prefix the stage with the practice area name and group stages by practice area.
Re-order the display of stages to make it easy to select the right stage when updating
Drag and drop the order of stage names so that they will display in a way that makes sense for your firm members when they are updating the case stage. For example, you may want to order stages by sequence, practice area or alphabetically.
To set the stage of a case when creating a case:
You can set the case stage so that everyone else at your firm can easily see where the case is in its lifecycle. You can do this in Step 2 of the Add Case Screen. The order in which the stages are displayed is based on the order defined in Step 2.
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. The first is in the left-side panel of the Case Details Page.
You can also get a quick snapshot of the current stage of all your cases on the Cases tab.
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.
To change the case stage from the main Cases tab, locate the case that you would like to update and select the stage name. This will cause a drop-down menu to appear in which you can choose the new case stage.
To complete this from the Case Details page, enter the case that you would like to change. Then, click on the Edit icon to make the necessary changes.
