Setting Up/Customizing Case Types Follow
Legal CRM allows you to create and modify case types for any practice area your firm handles.
Only users with Admin Rights will have access to make the changes mentioned in this article.
Using the blue menu on the left-hand side of the screen, click on “Setup”.
Navigate to the “Case Types, Milestones, Task List Items” page.
Adding New Case Types
To create a new case type in the system, click on the “Add New Case Type” button located in the upper-right corner.
A pop-up will appear where you will be able to type in the name of your new case type. In addition, the “Outgoing Phone Numbers” setting lets you choose any existing tracking number in the portal as the phone number that will be used for making outgoing calls to leads/cases that are in this case type.
Click the “Save” button to add the new case type to the system.
Editing/Deleting Case Types
To edit an existing case type, click on the “Edit” option that appears to the left of the case type name and ID number.
A pop-up will come up where you will be able to rename the case type as well as set different users, phone numbers, and emails to be notified whenever new leads are created under this case type. The “Start Milestones when a new intake/case is created” setting determines whether the first Milestone for this case type will start once a new lead is created (if applicable). Please click here to learn more about Milestones. You can also set Outgoing Phone Numbers using any tracking number in the portal.
Click the “Save Case Type” button to apply your changes.
To deactivate a case type, click on the “Deactivate” option that appears to the left of the case type name and ID number. Deactivated case types will be archived and can be reactivated at any time. Note that there’s a “Show deactivated case types” toggle setting at the top of the page. By turning this setting on, any deactivated case types will appear directly beneath the active ones.
If you need further assistance, then please contact Legal CRM Support to assist you further.
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