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Managing Pro Bono Requests

Accept, complete, and archive your volunteer cases

Brandon Austin avatar
Written by Brandon Austin
Updated this week

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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