The 'My Cases' tab is your central hub of all actions happening on your inbound, outbound, or signed cases.
The 'My Cases' tab is divided into three different sections in order to ensure clarity around all your cases. Below is a breakdown of all the different sections in your 'My Referrals' Tab.
Inbound: any cases for which you are the receiving attorney.
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Needs Action: matched cases in their vetting period that require your signing confirmation, AND signed inbound cases that require a case status update. The number badge next to 'Inbound' also reflects the number of cases in your Needs Action section.
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Open: inbound cases on which you've sent proposals (in the case of Marketplace referrals) or to which you've been invited (in the case of direct/Waterfall Referrals). You do not yet have access to the client contact info or data room contents.
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Matched: inbound cases that are currently in their vetting periods. Either your proposal has been accepted (in the case of Marketplace referrals) or you have accepted a direct/Waterfall Referral. You now have access to the client contact info and data room contents, and have the duration of the vetting period to vet the case and confirm whether or not you signed the client. Any cases in the Matched section will also be reflected in the Needs Action section, since there is action required from you to confirm signing.
Outbound: any cases for which you are the referring attorney
- Needs Action: outbound cases that have received proposals (in the case of Marketplace cases) or counteroffers. The number badge next to 'Outbound' also reflects the number of cases in your Needs Action section.
- Open: cases you have sent out, either to the Marketplace or a Waterfall, and are yet to be matched.
- Matched: outbound cases that have matched with a receiving attorney (either your accepted their proposal on a Marketplace referral, or they accepted your invite to a Waterfall referral). These cases are in their vetting period, where the receiving attorney gains access to client contact info and data room contents and vet the case.
- Inactive: outbound cases that have either expired from the Marketplace, or matched and then been rejected by the receiving attorney for reasons that would prevent their re-listing, ex. 'SOL has expired,' or 'Client does not want to pursue case.
Signed.
- View All: all cases, inbound or outbound, that have been signed by the receiving attorney.
- Inbound: inbound cases where you have confirmed you signed the client. Keep an eye out for the red 'Update Case Status' message on these cases. If any of your signed, inbound cases needs case status updates, they will also appear in your Inbound > Needs Action section.
- Outbound: outbound cases where the receiving attorney has confirmed they signed the client.
Please reach out to support@attorneyshare.com for additional help.