The “My Cases” tab is your central hub for all activity related to your inbound, outbound, and signed cases.
The “My Cases” tab is divided into three sections to help keep your cases organized and easy to follow. Below is a breakdown of each section:
My Tasks: Cases requiring immediate attention/action from you.
Inbound: Cases for which you are the receiving attorney.
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Open: Inbound cases on which you’ve sent proposals (for Marketplace referrals) or to which you’ve been invited (for direct/Waterfall referrals). At this stage, you do not yet have access to the client contact information or data room contents.
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Matched: Inbound cases that are currently in the vetting period. This means your proposal has been accepted (for Marketplace referrals) or you have accepted a direct/Waterfall referral. You now have access to the client contact information and data room contents, and you have the length of the vetting period to review the case and confirm whether you signed the client.
Outbound: any cases for which you are the referring attorney
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Open: Cases you have sent to the Marketplace or to a Waterfall/Direct referral that have not yet matched.
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Matched: Outbound cases that have matched with a receiving attorney, either because they accepted your proposal on a Marketplace referral or accepted your invite to a Waterfall/Direct referral. These cases are in the vetting period, during which the receiving attorney gains access to the client contact info and data room contents to review the case.
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Inactive: Outbound cases that have either expired from the Marketplace or were matched and then rejected by the receiving attorney for reasons that would prevent them from being re-listed, such as “SOL has expired” or “Client does not want to pursue case.”
Signed: Cases that have been signed by the receiving attorney.
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View All: All cases, inbound or outbound, that have been signed by the receiving attorney.
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Inbound: Inbound cases where you have confirmed that you signed the client. Look for the red Update Case Status message on these cases. If any of your signed inbound cases need case status updates, they will also appear in Inbound > Needs Action.
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Outbound: Outbound cases where the receiving attorney has confirmed that they signed the client.
Please reach out to support@attorneyshare.com for additional help.