Watch this recorded session which focused on how users interact with cases across both Self Serve and B2C, including tracking case progress through status updates and stages, communicating directly with fee earners via messages and notifications, submitting information through forms or referrals, and uploading documents or making payments where required.
Self-Serve:
- Viewing Case Status and Progress
- Messaging Fee Earners about the case
- Form Completion and Making Payments
- Adding Notes, Case Lookup and Time Recording
B2C:
- Accessing and Switching cases
- Messaging Fee Earners about cases
- Creating and amending referrals
- Doing Bulk Document Uploads