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- Add Contacts to Mailing List: Brings up a small panel. At the top are several buttons that allow you to choose which types of case contacts will be added to the mailing list. Then either select an existing mailing list, or click on the New Mailing List button and name and describe the new list. Then click "Add Contacts". Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Add Note: Brings up a small panel with a dropdown labeled "Note Type:", an input field labeled "Note:", and two buttons labeled "Add Note" and "Cancel." To add a note to all selected cases, choose a note type, fill in the input field with your desired note, then click "Add Note." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Add Staff: Brings up a small panel with a dropdown labeled "Staff," a dropdown labeled "Role," an input field labeled "Comments," and two buttons labeled "Add Staff" and "Cancel." To add a staff member to all selected cases, choose a staff member and a role, optionally add a comment, then click "Add Staff." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Add WorkPlan: Brings up a small panel with a dropdown labeled "WorkPlan." To add a WorkPlan to all selected cases, choose the desired WorkPlan from the dropdown, then click "Add Staff." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Change Status: Brings up a small panel with a dropdown labeled "Status Type:" (with "Status" chosen by default); a pair of radio buttons and a dropdown collectively labeled "Current Status:", with the radio buttons individually labeled "Select Status" and "All Statuses," and the dropdown greyed out if "All Statuses" is selected (which is the default); a dropdown labeled "New Status:", and two buttons labeled "Change Status" and "Cancel." To change the status of the selected cases, choose a new status, and optionally select a current status (doing so will prevent the status change from taking effect unless the current status of the case is the one chosen), a default comment stating "Bulk Change", which you can remove and/or change, and then click "Change Status." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Generate Document: Opens up the Mass Mailing tool with the selected case numbers already entered. See Mass Mailing for more details.
- Generate Email: Opens up the Mass Emailing tool with the selected case numbers already entered. See Mass Emailing for more details.
- Generate Text: Opens up the Mass Texting tool with the selected case numbers already entered. See Mass Texting for more details.
- Reassign Adjuster: Brings up a small panel with a dropdown labeled "From:", a dropdown labeled "To:", and two buttons labeled "Reassign Adjuster" and "Cancel." To replace a particular adjuster on the selected cases with a new adjuster, choose the current adjuster in the "From:" dropdown and the new adjuster in the "To:" dropdown, then click "Reassign Adjuster." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Reassign Judge: Brings up a small panel with a dropdown labeled "From:", a dropdown labeled "To:", and two buttons labeled "Reassign Judge" and "Cancel." To replace a particular judge on the selected cases with a new judge, choose the current judge in the "From:" dropdown and the new judge in the "To:" dropdown, then click "Reassign Judge." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Reassign Role: Brings up a small panel with a dropdown labeled "Staff:"; a pair of radio buttons and a dropdown collectively labeled "Current Role:", with the radio buttons individually labeled "Select Role" and "All Roles," and the dropdown greyed out if "All Roles" is selected ("Select Role" is the default); a dropdown labeled "New Role:", and two buttons labeled "Reassign Role" and "Cancel." To reassign a staff member on the selected cases to a different role, choose a staff member and a new role, optionally select the current role (doing so will prevent the role change from taking effect unless the current role of the staff member is the one chosen), then click "Reassign Role." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Reassign Staff: Brings up a small panel with a dropdown labeled "From:", a dropdown labeled "To:", an input field labeled "Comments:", three checkboxes labeled "Reassign Tasks", "Reassign Appointments," and "Reassign Medical Records Requests," and two buttons labeled "Reassign Staff" and "Cancel." To replace a particular staff member on the selected cases with a new staff member, choose the current staff member in the "From:" dropdown and the new staff member in the "To:" dropdown, optionally change the comment on the staff assignment (which is "Bulk change" by default), optionally include a reassignment of tasks and/or appointments and/or Medical Records Requests from the selected cases by selecting or deselecting the respective checkboxes, then click "Reassign Staff." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Remove Contacts from Mailing List: Brings up a small panel. At the top are several buttons that allow you to choose which types of case contacts will be removed from the mailing list. Then either select an existing mailing list or click on the button labeled "Remove From All". Then click "Remove Contacts". Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Remove Staff: Brings up a small panel with a dropdown labeled "Staff:"; a pair of radio buttons and a dropdown collectively labeled "Current Role:", with the radio buttons individually labeled "Select Role" and "All Roles," and the dropdown greyed out if "All Roles" is selected ("Select Role" is the default); and two buttons labeled "Reassign Role" and "Cancel." To remove a staff member from the selected cases, choose a staff member, optionally select the current role (doing so will prevent the role change from taking effect unless the current role of the staff member is the one chosen), then click "Remove Staff." Clicking "Cancel" will discard anything you've entered into the form and close the panel.
- Show on Map: Opens up a new tab with a map of the United States and Canada. Red pins are visible, reflecting the primary address of the primary plaintiff in each chosen case. Clicking on any of the pins opens a small panel with the following information: Case number, Case name, date case opened, primary plaintiff's name, Case Status, Case Type, Referral source, and ZIP code of the primary plaintiff's primary address.
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