Setting Up/Customizing Case Types Follow
The Legal CRM allows your firm to create and manage custom case types for all the practice areas you handle.
⚠️ Note: Only users with Admin Rights can make the changes described in this article.
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Navigating to Case Types Setup
From the main navigation menu on the left-hand side, go to Setup.
Next, select Case Types, Milestones, Task List Items.
Adding New Case Types
Click the Add New Case Type button located in the upper-right corner.
In the pop-up that appears, enter a name for the new case type.
Additionally, under Outgoing Phone Numbers, you can assign any existing tracking number(s) in your CRM to be used for outgoing calls to leads/cases that are in this case type.
Click Save to create the new case type.
Editing & Deleting Case Types
Editing a Case Type
Locate the case type you want to update and click Edit to the left of the case type name and ID.
In the pop-up that appears, you can:
- Rename the case type
- Assign users, phone numbers, and emails to be notified when new leads are created under this type
- Enable the setting to automatically start the case type's first Milestone when a new lead is created 💡 Learn more about Milestones
- Set existing tracking numbers in your CRM as Outgoing Phone Numbers to be used for outbound calls made to leads/cases in this case type
Click Save Case Type to apply your changes.
Deactivating a Case Type
Click Deactivate to the left of the case type name and ID.
Deactivated case types will be archived and can be reactivated at any time.
To view deactivated case types, use the Show deactivated case types toggle at the top of the page.
The inactive case types will appear grayed out, just below the list of active case types.
Support/Assistance
If you need further assistance with your CRM system, then please contact the support team.
🤗 Thank you very much for choosing the CRM!