A case status portal for your clients
Provide timely legal case status updates to clients in one place.
What's in the case status template
A branded, always-current status page for each case or matter, so clients can see where things stand without emailing you.
- One stage processDefine one workspace-wide stage process and move every case forward on a kanban board
- A status page per caseClients get a plain-language status page: current stage, progress, latest update, and what happens next
- Notify on each updatePer-update notify toggle that sends both in-product and email updates
Add your template,
customize it, and publish
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a Waiting on client stage and notify them when it starts.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
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