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Managing Pro Bono Requests

Accept, complete, and archive your volunteer cases

Brandon Austin avatar
Written by Brandon Austin
Updated over a month ago

Keep your pro bono cases organized and track outcomes from start to finish.


1. Accepting Cases

  • Click Accept in the Pro Bono Dashboard to claim a request.

  • Once accepted, the status becomes Assigned and you see all intake answers.

2. Service & Notes

  • Use Add Note to log calls, meetings, or progress.

  • Keep all case details within the dashboard for transparency.

3. Completing & Archiving

  • When done, click Complete.

  • To clean up, select cases and click Archive; archived cases move out of active view.

4. Follow-Up

  • After completion, the requester receives an email notify­ing them of your assistance and contact info.


See also

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