Feature available on 8am CasePeer Advanced
Here's how to request a case grade.
NOTE: Only firm administrators or users with the User Can Set Case Grades permission can set a case grade for a case. Any user without this permission will have their requested case grade sent to the Case Grade Requests Management screen for approval.
Request a Case Grade During Intake
Select the + icon to create a new case.
Select a grade from the Case Grade drop-down menu.
Add a Case Grade Reason. This is a required field when selecting a case grade.
Select Save to create the new case along with its case grade.
The requested case grade will be sent to the Case Grade Requests Management screen for approval.
Request a Case Grade on an Existing Case
Open the existing case and select the green drop-down arrow menu.
Select Edit Case Grade.
A pop-up window will appear.
Select the Grade and enter a Reason.
Select Request.
The requested case grade will be sent to the Case Grade Requests Management screen for approval.