How to Mass Update Using Case Browse

Prior to Mass Updating, follow the instructions for searching:

Date Range Filters, Searching, and Favorites

Recent Searches and Favorites Searches

Add/Update Other Referral

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add/Update Other Referral from the dropdown menu.
Select from the radio buttons for Add Referral, Update Referral, or Remove Referral.
Select the New Other Referral from the dropdown menu.
Select the Current Other Referral from the dropdown menu.
Update Referral or Remove Referral must be selected for this dropdown to become active.
Select from the Primary Plaintiff or All Plaintiffs radio button.
Select the Relationship to Firm from the dropdown menu.
Select the Relationship to Firm from the dropdown menu.
Enter the Received Date.
Enter any relevant Comments.
Select ADD/UPDATE OTHER REFERRAL to add or update the other referral information.
Otherwise, select CANCEL to return to the previous screen.

Add Contacts to Mailing List

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Contacts to Mailing List from the dropdown menu.
If applicable, place a checkmark in the Exclude Prevent Mailing checkbox.
If applicable, place a checkmark in the Exclude Minor, Deceased And Incompetent checkbox.
Select from the Primary Plaintiff, Primary Plaintiff and Primary Contact, Primary Contact, and All radio buttons.
Select the Select Mailing List radio button and the appropriate item from the dropdown menu or
Select the New Mailing List radio button. Enter a new mailing list name.
Enter a relevant Description.
Select ADD CONTACTS to Add Contacts To Mailing List.
Otherwise, select CANCEL to return to the previous screen.

Add Court/Docket/Judge

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Court/Docket/Judge from the dropdown menu.
Select the Court from the dropdown menu.
Enter the Docket #.
Select the Type of Docket # from the dropdown menu.
Select the Judge from the dropdown menu.
Select the Role from the dropdown menu.
Select ADD COURT/DOCKET/JUDGE to add the appropriate information.
Otherwise, select CANCEL to return to the previous screen.

Add Defendant

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Defendant from the dropdown menu.
All cases must have the same Case Type to mass update defendants.
Select the Defendant from the dropdown menu.
Select the Role from the dropdown menu.
If applicable, place a checkmark in the Set as Primary checkbox.
Select ADD DEFENDANT to add defendants.
Otherwise, select CANCEL to return to the previous screen.

Add Disbursement

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Disbursement from the dropdown menu.
Enter the Invoice Date.
Enter the Invoice Number.
Enter the Due Date.
Enter the Amount.
Select the Status from the dropdown menu.
Enter the Status Date.
Enter the Check Date.
Enter the Check Number.
Enter the Check Mailed Date.
Enter the General Ledger #.
Select the Payee.
If applicable, place a checkmark in the Is Payee a Lienor? checkbox.
Enter the Payee [From QuickBooks].
Select the Disbursement Type from the dropdown menu.
Enter a Description.
Select the Expense Account from the dropdown menu.
Select the Bank Account from the dropdown menu.
If applicable, place a checkmark in the Share Disbursement Across Clients checkbox.
If applicable, place a checkmark in the Recoverable checkbox.
If applicable, place a checkmark in the Waived checkbox.
If applicable, enter information in the Custom Field.
Enter any relevant Comments.
Select SAVE to add disbursement information.
Otherwise, select CANCEL to return to the previous screen.

Add Note

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Note from the dropdown menu.
Follow the instructions for Note

Add Staff

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Staff from the dropdown menu.
Select from the Team and Individual radio buttons.
If Team is selected, select the Team Name from the dropdown menu.
If applicable, place a checkmark in the Remove Staff in Matching Roles checkbox.
If Individual is selected, select the Staff from the dropdown menu.
If applicable, select the Role from the dropdown menu.
Enter any relevant Comments.
Select ADD STAFF to add staff.
Otherwise, select CANCEL to return to the previous screen.

Add/Remove Tags

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add/Remove Tags from the dropdown menu.
Select the tag(s) to add or remove from the dropdown menu.
Select from the Add Tag(s) or Remove Tag(s) radio buttons.
Select OK to add or remove the tag(s).
Otherwise, select CANCEL to return to the previous screen.
Confirm that the tags were added/removed by selecting a case in the list.

Add Task

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Task from the dropdown menu.
Select from the Task Template (Optional) or
The Task section below will be filled in according to the Template selected.
Enter the Task manually.
Select the Type from the dropdown menu.
Select the Priority from the dropdown menu.
Select the Status from the dropdown menu.
Enter the Subject.
Enter the Time Spent.
Select the Start Date.
Select the Due Date.
Enter the number of Days from start date.
Enter a Description.
Select the Task Requestor from the dropdown menu.
If applicable, place a checkmark in the Send Email checkbox.
Select the Assigned To from the dropdown menu.
If applicable, place a checkmark in the Send Email checkbox.
Select the CC To from the dropdown menu.
Select SAVE to add the task.
Otherwise, select CANCEL to return to the previous screen.

Add to Review List and Open First

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add to Review List and Open First from the dropdown menu.
Select the down arrow to Show Review List.
Select the left or right arrows to scroll through the Review List.

Add WorkPlan

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add WorkPlan from the dropdown menu.
Select the WorkPlan from the dropdown menu.
Select ADD WORKPLAN to add the WorkPlan.
Otherwise, select CANCEL to return to the previous screen.

Change/Remove Status

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Change/Remove Status from the dropdown menu.
Select the Status Type from the dropdown menu.
Select from the Select Status or All Statuses radio buttons. If the Select Status radio button is selected, select the status from the dropdown menu.
Select the New Status from the dropdown menu.
Enter the New Status Date.
Select the Comments Setting from the dropdown.
Enter any relevant Comments.
The comment “Bulk Change” is added by default.
Select CHANGE STATUS to change the status.
Otherwise, select CANCEL to return to the previous screen.

Export

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Export from the dropdown menu.
Follow the instructions in Import/Export Cases.

Generate Document

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Generate Document from the dropdown menu.
The Mass Mailing window will open.
Follow the instructions in Mass Emailing.

Generate Email

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Generate Email from the dropdown menu.
The Mass Mailing window will open.
Follow the instructions in Mass Emailing.

Generate Text

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Generate Text from the dropdown menu.
The Mass SMS (text) window will open.
Follow the instructions in Mass Texting.

Invite to Client Portal

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Invite to Client Portal from the dropdown menu.
The Mass Mailing window will open.
Follow the instructions in Mass Emailing.
The Invite Client Portal template will be pre-filled.

Reassign Adjuster

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Adjuster from the dropdown menu.
Select the From adjuster from the dropdown menu.
Select the To adjuster from the dropdown menu.
Select REASSIGN ADJUSTER to reassign the adjuster.
Otherwise, select CANCEL to return to the previous screen.

Reassign Judge

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Judge from the dropdown menu.
Select the From Judge from the dropdown menu.
Select the To Judge from the dropdown menu.
Select REASSIGN JUDGE to reassign the Judge.
Otherwise, select CANCEL to return to the previous screen.

Reassign Role

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Role from the dropdown menu.
Select the Staff from the dropdown menu.
Select from the Select Role or All Roles radio buttons.
If the Select Role radio button is selected, select the role from the dropdown menu.
Select the New Role from the dropdown menu.
Select REASSIGN ROLE to reassign the role.
Otherwise, select CANCEL to return to the previous screen.

Reassign Staff

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Staff from the dropdown menu.
Select from the Team or Individual radio buttons.
For either the Team or Individual radio buttons, select the From and To from the dropdown menu.
Enter any relevant Comments.
The comment “Bulk Change” is added by default.
Place checkmarks in any or all of the Reassign Case Staff, Reassign Tasks, Reassign Appointments, Reassign Medical Records Requests, and Send Invite/Cancel Requests checkboxes.
Select REASSIGN STAFF to reassign staff.
Otherwise, select CANCEL to return to the previous screen.

Remove Contacts from Mailing List

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Remove Contacts From Mailing List from the dropdown menu.
If applicable, place a checkmark in the Exclude Prevent Mailing checkbox.
If applicable, place a checkmark in the Exclude Minor, Deceased And Incompetent checkbox.
Select from the Primary Plaintiff, Primary Plaintiff And Primary Contact, Primary Contact, and All radio buttons.
Select from the Select Mailing List or Remove From All radio buttons.
If the Select Mailing List radio button is selected, select the mailing list from the dropdown menu.
Select REMOVE CONTACTS to remove contacts from the mailing list.
Otherwise, select CANCEL to return to the previous screen.

Remove Staff

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Remove Staff from the dropdown menu.
Select the Staff from the dropdown menu.
Select from the Select Role or All Roles radio buttons.
If the Select Role radio button is selected, select the role from the dropdown menu.
Select REMOVE STAFF to remove staff.
Otherwise, select CANCEL to return to the previous screen.

Send for eSignature

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Send for eSignature from the dropdown menu.
Follow the instructions for Mass eSignature.

Show On Map

Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Show on Map from the dropdown menu.
The map will appear.
The red pins correlate to the primary address of the primary plaintiff in the cases listed.
Select a pin. The case number, case name, date case opened, primary plaintiff’s name, case status, case type, referral source, and county, state, and zip code of the primary plaintiff’s primary address will be displayed.

Narrow the results further by:
Select the Referral Source(s) from the dropdown menu.
Select the Case Type(s) from the dropdown menu.
If applicable, place a checkmark in the Show Only Retained Cases checkbox.
Select the Filter from the dropdown menu.
Select the County(s) from the dropdown menu.
Select the Zip Code(s) from the dropdown menu.
If applicable, place a checkmark in the Show Only Open Cases checkbox.
Select the Case State(s) from the dropdown menu.
Select the Case Group(s) from the dropdown menu.
Select the Office(s) from the dropdown menu.
Enter the Cases Open From date range.
Select from the SAVE FILTER, CLEAR FILTERS, or APPLY FILTERS.

Related Pages

Select Columns to Show

Recent Searches and Favorites Searches

Date Range Filters, Searching, and Favorites

Criteria Tabs

Save and Add a Filter to Favorites

How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96076745