As you progress through a case, update the case status to reflect the appropriate status of the case. Statuses are categorized by cases in Intake, Pre Litigation, Litigation, and Close Out. It is important to update case statuses for CASEpeer to generate accurate reports for your firm.
Here are the statuses and what they mean:
Intake: Intake phase, prior to retaining the case
Intake: Received intake call, not yet retained
Intake Review: In review to retain or reject the new case
Intake Packet: Intake Packet is assigned to an Investigator on the case
Intake Packet Review: The investigator has completed the Intake Packet and it is ready for review
Referred Open: The case is referred to another law firm but the case has not yet been retained by that firm
Referred Accepted Open: The outside firm accepts the referred case
Referred Closed: Not retaining case, but referred out for review
Referred Accepted Closed: Not retaining case, but the firm would like to keep open in CASEpeer for review
Pre Litigation: Negotiations and settlement phase prior to filing the lawsuit
Pending assignment: Case retained, waiting for worker assignment
Treating: Currently treating
Pending Demand: Phase prior to demand going out
Demand Writing: Preparing the demand
Demand Prepped: Demand in attorney review
Lit Review Treating: Treating cases pending review for Litigation
Demanded: Demand package sent out
Demanded Policy Limit: Policy limit demand package sent out
Settlement Negotiations: In negotiation phase
Probate: The will is being reviewed
Pre Suit: Comprehensive pre-lit status
Minors Comp: Any case that is in the process of a minor's compromise
Settled: Any case that has settled
Pursuing UIM: Pursuing Underinsured Motorist claim
Pursuing MedPay: Pursuing Medical Payments claim
UIM Demanded: UIM package sent out.
Lit Review Demanded: Demanded cases pending review for Litigation
Litigation: Filing the lawsuit or arbitration phase
Pending Litigation: Litigation is pending.
Litigation Treating: Getting ready for litigation
Litigation Initiated: Pending lawsuit/complaint
Service: Lawsuit Filed and waiting to be served to the defendant
Pending Response: Waiting for response from the defendant
Expert Search: Researching experts for trial
Medical Records Review: Review of client's medical records and bills
Trial Prep: When your firm is preparing for trial
Deposition Initiated: Pending deposition
Pending Hearing: Pending hearing with judge
Deposition: Taking depositions
Litigation Discovery: Propounding and responding to discovery
Multidistrict Lit
Appeals: Appealing previous order
Trial: Trial has started
Arbitration Initiated: Pending Arbitration demand
Arbitration Demanded: Arbitration was demanded
Arbitration Discovery: Propounding and responding to discovery
Arbitration Prep: Arbitration in progress
Arbitration: Arbitration has started
Mediation Initiated: Mediation has started
Mediation Demanded: Mediation demand letter sent
Mediation Discovery: Propounding and responding to discovery
Mediation Prep: Preparing for mediation
Mediation: Mediation has started
Litigation Settled: Settled after litigation started
Litigation Verdict: There was a verdict
Litigation Money In: Received check
Litigation: In litigation
Extended Lit: Litigation extension
Lien Negotiations
Lien Negotiations: Case has settled liens are being negotiated
Check Deposited: Check from insurance has been deposited
Disbursement
Disbursement: Funds are in the process of being disbursed
Waiting on Minors Comp: Money is held up due to Minors Comp situation
Waiting on Minors Birthday: Waiting for Minor to turn 18
Disbursed: Settlement check has arrived and costs disbursed
Close Out:
Pending Sub Out: Client looking for new representation
Subbed Out Lien Closed: Subbed out with no lien
Subbed Out: Case subbed out by another firm
Subbed Out Lien: Subbed out with lien
Drop Review: Considering discontinuing representation
Pending Dropped: discontinuing representation
Pending Drop Receipt: Drop letter sent
Rejected: Case your firm is rejecting
Dropped Lien Closed: Dropped with no lien.
Dropped: Case was dropped by your firm
Dropped Lien: Dropped with a lien
Closed: Case is settled and all monies disbursed
Storage-Physical: This case closed and stored in paper files
Storage-Digital: This case is closed and stored digitally
Learn how to Hide Case Statuses.