Lists

What are Lists?

Lists (also called Case Lists) are collections of cases that you group together for a specific purpose. They're essential for:

• Running campaigns — Target specific clients with outreach
• Bulk operations — Update multiple cases at once
• Reporting — Analyze specific groups of cases
• Organization — Keep track of cases that need attention

Types of Lists

Dynamic Lists

Dynamic lists automatically update based on filters you set. As new cases match your criteria, they're automatically added to the list.

Example: A list of all "Active" cases with case type "Personal Injury" will automatically include any new PI cases that become active.

Static Lists

Static lists contain only the specific cases you manually add. The list doesn't change unless you add or remove cases yourself.

Example: A list of specific VIP clients you want to send a holiday message to.

Hybrid Lists

You can also combine both approaches — use filters to include cases, then manually exclude specific ones, or vice versa.

Creating a List

To create a new list:

1. Go to Lists in the main navigation
2. Click Create List
3. Enter a name for your list (e.g., "Q1 Follow-up Calls")
4. Add an optional description
5. Set up your criteria (see below)
6. Click Create

Building Your List

You can add cases to your list in several ways:

Using Filters

Set up filters to automatically include cases that match your criteria:

• Case Type — Include only certain types of cases
• Status — Filter by one or more statuses
• Date Created — Cases created within a date range
• Assigned Staff — Cases assigned to specific team members
• Has Phone/Email — Only cases where clients have contact info
• Custom Fields — Filter by any custom field values

Manually Adding Cases

You can also manually add specific cases:

1. In the list editor, click Add Cases
2. Search for and select the cases you want to add
3. Click Add Selected

Excluding Cases

Sometimes you want to exclude specific cases from your filters:

1. In the list editor, find the case in the preview
2. Click the Exclude button next to that case
3. The case will be excluded even if it matches your filters

Managing Lists

Viewing List Contents

Click on any list to see all the cases it contains. You can:

• See the total number of cases and unique clients
• Browse through the cases
• Export the list to a spreadsheet

Editing a List

To modify an existing list:

1. Click on the list name
2. Click Edit
3. Update the filters or manually add/remove cases
4. Save your changes

Duplicating a List

To create a copy of an existing list:

1. Open the list
2. Click ••• menu
3. Select Duplicate
4. Modify the copy as needed

Using Lists

For Campaigns

When creating a campaign, you'll select a list to target. The campaign will reach out to all clients on cases in that list.

For Bulk Actions

You can perform bulk actions on all cases in a list:

1. Open the list
2. Click Bulk Actions
3. Choose the action (update status, assign staff, etc.)
4. Apply to all cases in the list

Best Practices

• Use descriptive names — Name lists clearly so you know what they contain (e.g., "PI Cases - Awaiting Documents")
• Keep lists focused — Create specific lists rather than one giant list
• Review before campaigns — Always review a list before using it for a campaign
• Check contact info — Use the "Has Phone" or "Has Email" filter to ensure clients can be reached
• Archive old lists — Delete or archive lists you no longer need to keep things organized