Understanding Case Statuses
Last updated: February 21, 2026
Case Status Guide
Cases move through several statuses as they progress from intake to completion.
Status Flow
- In Progress - Client is completing intake
- Pending Review - Submitted by client, awaiting your review
- More Info Requested - You've asked the client for additional information
- Approved - You've approved, documents are being generated
- Completed - Documents ready for client download
Status Details
In Progress
The client is working through the intake wizard. You can see which step they're on. No action needed from you until they submit.
Pending Review
The client has completed intake and the AI has generated a draft statement. This is where you review, edit if needed, and approve.
More Info Requested
You've sent a question back to the client. The case will return to "Pending Review" when they respond.
Approved
You've approved the statement. The system is generating the complete TR-205 document package.
Completed
Documents are ready. The client can download their defense package from their portal. They'll receive instructions on how to mail the documents to court.
Filtering by Status
On the Cases page, use the status filter to quickly find:
- Cases needing your attention (Pending Review)
- Cases waiting on clients (More Info Requested)
- Recently completed cases
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