Client Login

Are there no plans to implement this??

Yes ... I think we're going to have to create a super class for guest users.  As, I'm not sure this will be for everyone.  

with your list ... 

1. Retainer paid or budget allocated 

Does the budget information in the upper left hand column work?

2. The balance of retainer or budget remaining

Same as 1 above
3. Case notes

Will they be able to add/edit time slips or just view the list?

4. Uploaded documents and reports

This indicates access to xdocs ... is that what you meant?
5. Status of case

?? case closed, open ...  please expand
6. The assigned investigator with their contact information

I am assuming you want the POI available to the guest user ... 

Bottom line here ... what actions of adding or editing any records do you think makes since for a Guest Users. 

1. Budget info on LHS works for me
2. I think just view, unless someone else has an opinion
3. Same as above
4. Yes access to XDOCS

I guess remove request 5 and 6 unless someone else has an opinion. Also
I would not want a client (Guest Uses) editing any records.

My thought process is to allow the client to check various aspects of
the case so that it cuts down on calls from the client.

I did use PI DirectLink, now CROSStrax, for a while some time ago and
they had this feature which worked very well and the clients liked it.
If you want to sneak a peek they have a free trial. But CaseWorks far
surpasses them on features etc.

Thanks Roy

I will move this to wish list...please chime in others with your thoughts...I think this will be a good feature enhancement for case works

Rick ... Changes made for guest users.  Check it out.  Does this handle what you were hoping?

Had a thought about client access...

Should we allow clients to upload documents in xdocs?

While on topic should clients be able to send you a message while logged in?

I like both of those because it save from emailing attachments. But can
we get notified when a client uploads a document. Also is there an
easier way to make a client a guest user other than creating a guest
user for every client?

I'll implement the notification of uploaded documents as well as the leave a message.  I'm going to have the message done via email and memorialize the  same in the case notes/timeslips.

The problem with creating a generic guest user client is that in order to make this work.  You must tell Case Works which cases the client will have access to. You will have to create an user for each guest you want to gain access to Case Works.

On client login screen is says "Please Click on the case button located
on the right hand side to view cases" can you change the RIGHT to LEFT

Client feed back on the client login is positive. They like the new
additions. Some of the feedback is that they would like to see, edit and
add POI and COI related to their cases and perhaps see expenses.... What
do you think?

Rick Crouch posted:

On client login screen is says "Please Click on the case button located
on the right hand side to view cases" can you change the RIGHT to LEFT

So this is the polish version of Case Works .  it has been fixed.  Thanks Rick

Rick Crouch posted:

I like both of those because it save from emailing attachments. But can
we get notified when a client uploads a document. Also is there an
easier way to make a client a guest user other than creating a guest
user for every client?

So, Guest Users can now upload documents to Case Works.  And,  when completed, you will receive an email indicating which guest users uploaded a document as well as the name of the document.  This is memorialized via case notes, just like other items that are recorded, sending invoice etc.  

Rick Crouch posted:

Client feed back on the client login is positive. They like the new
additions. Some of the feedback is that they would like to see, edit and
add POI and COI related to their cases and perhaps see expenses.... What
do you think?

Awesome!

Boy that's your call if you want your clients to be able to add and edit in the POI/COI.  I'm not sure I would want a guest user playing in my data set.  I think the only way i would permit is allowing them to add without the ability to delete or edit. 

You might want to experiment with Non-guest user and make them  data entry financial info visible.

What do others think .... Access by guest user to COI, POI, Expenses

They see the expenses in the upper left hand corner.  Possibly re COI and POI view only.

I agree with them not being able to add and edit the data set. Was interested what others thought

Sent from my Huawei Mobile

What if we gave access read only to guest users for poi and col?  Is that something you think would help your clients?

I think read only would be helpfull

Sent from my Huawei Mobile

Rick, check these capabilities.  Guest users can now get to time slips, POI, COI, XDOCS.  The only place where the user can do any adding is in the XDOCS location. 

Case work now allows the guest user to send you a message, via email, and it's recorded in the case notes as a nocharge item.

When the guest user lands on working cases, this is the navbar they will see on the left hand side

 

When the user hits the message button, Case Works will auto fill in the case they are working on as well as tell you from what screen they are coming from. Now the users can delete this information, but none-the-less, the information is there.

Great Roy, we have had positive feedback from clients that have already
used the mew client login features.The only thing I have noticed when
testing is that when sending a message it does not note it in Time Slips.

Good job
Rick

RIck thanks.  I double checked the recording of the emails, please check your end again.  Make sure to filter on time slips for "No Charge"

when I did, it provided the results of the email sent:

Let me know if this tip provides you with the information as advertised.