Case Status

Case Status is software for law firms who care about clients. Our software platform is radically focused on the wants and needs of law firm clients. We study the consumer-client behavior and overall consumer trends to deliver technology that allows a law firm's client engagement to be modern and scalable. This drives law firm business performance and growth by turning clients into raving fans.

Our story originates with an attorney who served hundreds of clients with no scalable way to keep them informed on the status of their case. Case Status was born becoming the visionary solution to these client-engagement challenges.

Today Case Status serves hundreds of consumer-based law firms driving real business outcomes. Case Status is the Leading Client Service Software for Law Firms including the most robust mobile client portal.

We believe that client service is as important as case management or practice management and promote education and learning via our blog.  Join us in our journey to radically disrupt the legal industry!

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Every law firm serving consumer clients is, at its core, a service business. Like any service-based enterprise, law firms must attract prospects, convert them into clients, deliver excellent service, and turn those satisfied clients into powerful referral sources—all while controlling operational costs. But unlike most industries, law firms rarely operate with the same level of

Law firm efficiency isn’t just about doing more with less, but about doing the right things faster and smarter.For law firms, efficiency drives sustainable growth, stronger client satisfaction, and higher profitability. Streamlined operations allow you to compete with larger firms, not by matching their resources, but by outpacing them in responsiveness and client experience as

For your law firm to succeed, it needs to focus on legal operations management, which covers many of the business, strategic, and administrative tasks of a law firm or legal department. Depending on the size of your firm, a legal operations team may work on:

  • Vendor management
  • Strategic planning
  • Financial management
  • KPI reporting and analysis

At my law firm, we’ve seen firsthand how customer success has emerged as a central strategy for growth and retention across multiple industries—particularly in sectors where service and relationships drive revenue. While legal services have traditionally relied on reactive client communication and siloed team functions, I’ve found that today’s legal consumer demands something different: proactive,

Multiple file downloadsUsers can streamline their workflow by selecting specific documents for download, rather than downloading them one at a time or using the Export All Documents option.‍Clio• Firms can now sync staff members to Case Status cases based on the “Responsible Staff” field in Clio.• The calendar integration now automatically extracts Zoom meeting links

AI is rapidly changing the way legal professionals work. It’s not replacing lawyers; it’s making their workflows faster, smarter, and more client-focused.Whether you’re drafting contracts, reviewing case files, or communicating with clients, AI tools can take on the heavy lifting and free up your time for higher-value tasks. But with so many platforms available and

How to Manage a Law Firm: Mastering Communication, Productivity, and Client ExperienceManaging a law firm is no simple feat. Clients demand transparency, real-time updates, and easy interactions, while you need to respond to it all with limited resources. New technologies are bridging these gaps to some extent, but there is still a lot of work

In the legal environment, the stakes are higher when prompting artificial intelligence to provide quick definitions, brainstorm ideas, or generate polite email responses.AI can, and does, make mistakes, so you need to craft each instruction carefully. When used thoughtfully, AI legal prompts can streamline repetitive tasks, speed up research, and help your team produce more

Can AI give legal advice? Could this technology replace lawyers or does it enhance their work?Beyond the headlines, generative AI offers real opportunities to reduce the daily workload at your law firm. Used wisely, it allows legal professionals to focus on strategy while delivering faster updates and clearer expectations to clients.But there’s an essential caveat:

We’re back with this month’s latest updates—each one built from customer feedback and designed to help your team work smarter, faster, and more securely. From improved document handling to upgraded security features, here’s what’s new and what’s coming soon at Case Status.New This MonthUsability Enhancements That Make a DifferenceWe’ve rolled out several high-impact updates to

Charleston, S.C., June 5, 2025 – Case Status – the leading client engagement platform for law firms – now integrates with law practice management software PracticePanther to deliver best-in-class client engagement for law firms. The new integration partnership brings together Case Status’s secure, mobile-first client engagement platform with PracticePanther’s intuitive law practice management software, offering

Check out the full white paper here.In today’s digital-first legal landscape, most law firms still rely on outdated methods like email and SMS texting to communicate with clients. While these channels are convenient and familiar, they are no longer compliant with modern security standards—and they leave law firms dangerously exposed to cyber threats. The

New AI-powered feature uses natural language processing to evaluate and categorize incoming client messages by urgency, sentiment, and type, allowing legal teams to focus on high-priority conversationsCase Status, the leading client engagement platform for law firms, announces the launch of Enhanced Message Triage Filters, a new AI-powered feature designed to help legal teams