Case Xchange Onboarding Guide

Add and Manage your firms Team Members

Add team members from your firm to access and review case updates. There is no limit on users; we recommend each person have their own profile.

As the first user, you'll be assigned as an account manager, for adding future roles, please reference our user role definitions to ensure they only have access to the proper features

Adding Team Members

1. Go to Team Members

2. Click Add User

3. Enter User Details

   1. First & Last Name

   2. Email

   3. User Role

 

1. Click Create User to save member details and trigger the invitation email with instructions for creating their Case Xchange account.

   1. Users have three days to accept the invitation before it expires and must be resent.

Firm Details & Contact Information

1. Go to Settings → Firm Profile

2. Confirm firm details are up to date and accurate

   1. Firm Name (Required)

   2. Description (If Applicable)

   3. General Referral Instructions (If Applicable)

   4. Contact Information

      1. Contact Email (Required)

         1. This should be an organization wide contact email.

      2. Contact Phone

      3. Website

      4. Address

Setup Notification Preferences

Global Notification Settings

1. Go to Settings → Notifications

2. Configure Global Notification Recipients. These recipients receive all notifications.

   1. Decide on base Notification Recipients and click the corresponding button

      1. The setting selected will highlight accordingly

3. Save Preference

Add Additional Email Recipients for Notifications

Add extra email addresses to always receive notifications, regardless of the option above. You can add multiple additional recipients to customize notifications if no global settings apply to you.

1. Enter the recipients email then click the “Add” button to save that email to the recipient list.

   1. Emails must be added one at a time.

Configure Custom Routing Notifications

You can customize notifications with routing rules for cases you send and receive. Set routing rules for firm users and external email addresses. These recipients get notifications alongside your default preference and the extra email recipients configured above.

Received Case Routing Notifications

1. Click Add Route or “Edit” to update rules

2. Enter a Route Name and Route Description

3. Set a Priority Level for this route

   1. All rules that evaluate to true will receive a notification.

4. Toggle on Route is Active

5. Add routing filters

   1. Create filters for specific Case Types and Jurisdictions. Check all that apply when creating the filter.

1. Add Recipients

   1. Click Add Firm User to select existing firm team members

   2. Enter an external email and click Add Email to add individuals not in Case Xchange.

       

      

2. Click “Create Route” to save

Sent Case Routing Notifications

1. Click Add Route or “Edit” to update rules

2. Enter a Route Name and Route Description

3. Set a Priority Level for this route

   1. Lower numbers run first. Routes evaluate in ascending priority order. The notification follows the first routing rule it meets.

4. Toggle on Route is Active

5. Add routing filters

   1. Create filters for specific Case Types, Jurisdictions, and Statuses. Check all that apply when creating the filter.

      1. If “Statuses” is left blank it will apply to all Statuses

 

1. Add Recipients

   1. Click Add Firm User to select existing firm team members

   2. Enter an external email and click Add Email to add individuals not in Case Xchange.

       

      

2. Click “Create Route” to save

Notification Preference Scenario Examples