Set up your case stages

A stageStage A step a case moves through, such as Intake or Demand sent, which the firm names and describes and which shows on the case page. says where a case is in your process, such as Demand sent. It's separate from the case's status, which stays open or closed, and from its case typeCase type A category for cases, such as general, used to aim automations at the right cases., which says what kind of case it is. A case is at one stage or none. Staff and clients see its name on the case, and its description when they point at it, or tap it on a phone.

1. 1

   Open Stages

   Go to Settings › Stages. CASE STAGES lists your stages in order, with each one's Description, Stage ID and Automations. Every hub starts with six, each with a description written for clients: Intake, Investigation, Demand sent, Negotiation, Litigation and Resolved.

2. 2

   Rename or describe stages

   Choose Edit on a stage's row. In Edit Stage, change the Stage name, up to 40 characters, or the Description, up to 200, and choose SAVE. Write descriptions for your clients, who see them, in the language they read: stages aren't translated. Empty a description to remove it. Cases at the stage stay at it, and a milestone automation on it keeps working.

3. 3

   Add a stage

   Choose Add Stage, enter a Stage name and, if you like, a Description, and choose ADD STAGE. It goes at the end of the list.

4. 4

   Put them in order

   Drag the rows into the order your cases usually move through. On a phone, tap Reorder, move stages with the arrows and tap Done. The order is how stages are listed when someone picks one. It doesn't make cases move in order, and reordering posts nothing.

5. 5

   Delete unused stages

   Choose Delete on a stage's row, then DELETE. Any stage you don't use can go, a default one included, once no case is at it and no milestone automation uses it.

Each stage's Stage ID has a Copy button. An import's case_stage column takes the id; see Import cases from a CSV file.

What happens next

Staff set each case's stage in the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings.; see Set or change a case's stage. To tell clients when their case reaches a stage, see Add a post automatically when a case reaches a stage.

Only Admins can change stages. Managers see the list marked View only., without the controls, and can still set a case's stage and add milestone automations.

If something goes wrong

• Add Stage is greyed out, with "You've reached the 30-stage limit." A hub holds up to 30 stages. Delete one you don't use, or rename one.
• "Can't delete this stage yet", with "Cases are at this stage". Choose View cases to open the case list filtered by the stage, then check its Closed tab too: closed cases count, deleted ones don't. Move those cases to another stage, or to No stage, and delete the stage again.
• "Can't delete this stage yet", with a line such as "1 milestone automation uses it". Choose View automations, and change that automation's stage or remove it. The Automations column shows how many automations use each stage.