Change Case Status

Follow the below steps to change the Case status:

As a case goes through its life cycle, it's good practice to update the case status at each stage.

1. From the Case list, select a case.
2. Select 'Details/Dates' from 'Detailed Info'.
3. Click 'Edit' at the top of the screen.

4. When the pop up appears, scroll to Case Info. Use the drop-down to select the appropriate 'Case Status'.
5. Update the date fields as appropriate.
6. Click 'Save'.

7. A pop-up will appear regarding Case Access Rights and Reminders.  Make changes according to your firm's processes.
8. Click 'Save'.