Map ERE statuses to phases and stages

Chronicle can push each case’s current ERE status into a Filevine project phase or Clio matter stage so your CMS automations fire from SSA activity. Configure the mapping under Settings → Integrations in Phase Mappings (Filevine) or Stage Mappings (Clio).

Chronicle does not overwrite manual phase or stage changes you make in Filevine or Clio. It only writes when the mapped target differs from the last value Chronicle pushed.

How status groups work

Chronicle groups raw ERE status of case values into status groups at each report level: Initial, Reconsideration, Hearing, and Appeals. In the mapping editor, each Filevine phase or Clio matter stage can be tied to one or more of these groups, or to individual statuses via Add individual statuses…. Closed (all) selects every closed outcome group across all report levels at once.

When a matched case’s ERE status changes, the next integration sync looks up the mapped phase or stage and updates Filevine or Clio if needed. For connection setup, see Connect Filevine to Chronicle or Connect Clio to Chronicle.

Status groups by level

Use these groups when you map phases or stages. Initial and Reconsideration share the same status vocabulary and the same group labels.

Initial and Reconsideration

Status group	ERE statuses included	Decision filter
Pending	`open`; `staging`; `t2 staging`; `t16 staging`; `t2 staging, t16 staging`; `t16 staging, t2 staging`; `t16 pre-receipt in process, t2 pre-receipt in process`; `t16 pre-receipt, t2 staging`	No T2 or T16 decision on file
Processing	`assigned`; `t2 assigned`; `t16 assigned`; `t2 assigned, t16 assigned`; `t16 assigned, t2 assigned`; `t16 assignemnt in progress`; `t16 assignment in progress, t2 assignment in progress`; `t16 staging, t2 closed`; `t16 closed, t2 assigned`; `t16 assigned, t2 closed`; `t16 closed, t2 staging`; `t2 closed, t16 assigned`; `t2 closed, t16 staging`; `t2 staging, t16 closed`; `t2 assigned, t16 closed`; `t2 closure in progress`; `t16 closure in progress`; `t16 closure in progress, t2 closure in progress`; `t16 pre-receipt, t2 assigned`	No T2 or T16 decision on file
Closed	`closed`; `t2 closed`; `t16 closed`; `t2 closed, t16 closed`; `t16 closed, t2 closed`	None
Closed Favorable	Same closed statuses as Closed	Favorable decision only (no unfavorable)
Closed Unfavorable	Same closed statuses as Closed	Unfavorable decision only (no favorable)
Closed Partial Favorable	Same closed statuses as Closed	Both a favorable and an unfavorable decision on file

Hearing

Status group	ERE statuses included	Decision filter
Not Scheduled	`open`; `master docket`; `folder assembly`; `pending folder assembly`; `pre hearing development`; `in review`; `ready to schedule`; `pre hearing review`; `pending review`	No T2 or T16 decision on file
Scheduled	`scheduled hearing`	No T2 or T16 decision on file
Hearing Complete	`post hearing development`; `post hearing review`; `pending decision writing`; `decision writing process`; `pending closure`	No T2 or T16 decision on file
Closed	`case permanently transferred`; `case closed`	None
Closed Favorable	`case closed`	Favorable decision only (no unfavorable)
Closed Unfavorable	`case closed`	Unfavorable decision only (no favorable)
Closed Partial Favorable	`case closed`	Both a favorable and an unfavorable decision on file

Appeals

Status group	ERE statuses included	Decision filter
Pending	Blank (no status of case); `new case`	No T2 or T16 decision on file
Processing	`case workup`; `document preparation`; `assigned to analyst`; `assigned to adjudicator(s)`; `pending analyst assignment`	No T2 or T16 decision on file
Closed	`case permanently transferred`; `case closed`	None
Closed Favorable	`case closed`	Favorable decision only (no unfavorable, no remand)
Closed Unfavorable	`case closed`	Unfavorable decision only (no favorable, no remand)
Closed Partial Favorable	`case closed`	Both a favorable and an unfavorable decision on file
Closed Remand	`case closed`	Remand decision on file

Decision values Chronicle treats as favorable, unfavorable, or remand

Closed outcome groups read the T2 and T16 decision fields on the status report.

Favorable: Favorable, Favorable Decision, Fully Favorable
Unfavorable: Unfavorable, Dismissal, Dimissal, Dismissal - Untimely, Dismissal - Special, Dismissal - Withdrawal, Denied, Other, Deny / Decline (One Adjudicator)
Remand: Remand, Remand (Two Adjudicators)

Configure phase or stage mappings

In Chronicle, go to Settings → Integrations, then open Filevine or Clio.
Under Field Mapping, open Phase Mappings (Filevine) or Stage Mappings (Clio).
Expand a Filevine phase or Clio matter stage row.
For each report level (Initial, Reconsideration, Hearing, Appeals), select the status group pills that should move a case into that phase or stage, or use Add individual statuses… for a narrower set.
Save the field mapping.

Rows with no statuses selected show Not mapped. Use Refresh Filevine Phases or Refresh Clio Matter Stages if the CMS list is empty or out of date.

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