How to Create and Manage Dingers

What are Dingers?

Dingers are email and SMS alerts that you can create to notify you and other users about new cases as they get reported into CasePortal.

Let’s say you run a search in CasePortal to determine if there are any cases involving Apple AND Samsung, where Mintz Levin was the plaintiff law firm.

The above image illustrates a small result set for a search query with filters applied.

As shown in the image above, there are just three matching cases at the time the search was executed. But you may be interested to know about any future cases that match these same search parameters.

In this case, you will want to create a Dinger, as this will save your exact search parameters and use that information to regularly check our system for new cases that match.

How to Create a Dinger

[To watch a video instead click here]

Since a Dinger alerts you about future cases that match the parameters of a present day search, you can think of them as saved searches.

Accordingly, you must first execute a search before you can save it.

Step 1: Execute a Search

Enter a query into the search input and/or use the available selectors and filters to refine your search parameters. For more information about how to search for cases, click here.

To create a Dinger, first execute any search, then click the “Create a Dinger” button.

Step 2: Setup the Dinger

The parameters of your search will be captured in the top section of the "Create a Dinger" form, but you'll need to complete some additional fields before you can save your dinger.

Dinger Name - give your Dinger a clear name so that when you receive alerts about future matches, you'll know what they relate to
Notification Options - if you want to be alerted every time a new case matches, select the "alert for every match" option. Otherwise you can choose to be alerted once per day with all matches, or both.
Billing Reference Fields - these fields are created by your firm administrator who determines if they should be required or optional. If you're unsure what to enter, please consult them. For administrators looking for information about how to create and manage billing reference fields, click here.

To setup the Dinger, you’ll have to name it, set your notification preferences, and (optionally) invite other users to receive the alerts as well.

Step 2a: Add Recipients to a Dinger During Creation

To add recipients right away to a newly created dinger, click the "Create & Add Recipients" button.

You can only add registered users of your office as recipients. If want to add a recipient who is not listed in the "Available Recipients" column, you must first invite them to the system. For more information on inviting users to CasePortal, click here.

To add users to a Dinger, search for and select them from the "Available Recipients" list on the left.

Why Can't I Create a Dinger?

If the "Create a Dinger" button remains disabled after you've executed a search, you may have a Limited User role. Check with your CasePortal administrator about upgrading your permissions.

How to Manage Dingers

Once your Dinger has been created, it can be viewed and managed on the Dingers page.

If you are the creator of a Dinger, you can pause or delete the Dinger whenever you want from this page.

If you are not the creator of a Dinger, but you have Office Admin or Firm Admin permissions, you can also pause or delete Dingers created by other users.

Additional actions that can be taken from the Dingers list:

Self-subscribe to or unsubscribe from Dinger emails
Self-subscribe to or unsubscribe from Dinger SMS alerts
View total hits for a Dinger (a “hit” is recorded every time a new match is found) and drill down to see which cases matched as well as change history to the Dinger setup
Modify the Dinger setup

How to Modify Existing Dingers

You can only modify Dingers that you’ve created, unless you have Office Admin or Firm Admin permissions.

To modify an existing Dinger, click the row to open the Edit Dinger panel.

You can change the Dinger name, notification options, and recipients the same as you did when creating the Dinger. If you want to change the parameters of the search itself, click the “Modify Parameters” option.

If you want to change the parameters of the saved search, click “Modify Parameters” from the edit panel. This will return you to the search results page, so you can make changes like applying additional filters or removing filters or updating the search query.

When you want to save your changes, click the “Update Dinger” button.

In the image above, a second plaintiff was added on the filters panel.

Remember that if you update your search parameters, you may also want to update the Dinger name to better reflect what the Dinger is (now) searching for.

If the permissions of your user role allow, you can also make your Dinger private, which means that that only you and the other recipients of the Dinger will be able to see it in the Dinger list. To do that toggle "Make visible to you and the recipients only" on.