Client-Centric Automation, stage-by-stage

You've automated your back-office tasks, but have you automated your client management process? Utilize Case Status to automate the daily client management tasks with a focus on providing clients the best experience.

Automate Text Messages For Clients By Stage

Automate Communication

Whether sending a reminder to get treatment every Monday, or a monthly reminder to pay an invoice, utilize the Recurring Messages automation to automate communication on a stage-by-stage basis.

Automate Tasks For Clients By Stage

Automate Checklists

Assign tasks or documents to clients when reaching the next stage in the case. Increase the speed at which cases close by giving clients real-time clarity on tasks that need completed.

Provide Detailed Descriptions

Customizable Stage Descriptions

We'll provide the template and we'll help your firm modify each stage of the case to give clients clarity on what to expect. By automating push notifications and texts, clients will feel more connected and informed. Cut down on the inbound calls by providing clients a real-time view of what is going on in the case.

Intelligent Updates

The No Update, Update

We know you're busy. Sometimes there is nothing new to report. Automate the communication to the client through our intelligent updating system. When clients hear from you regularly, even when there is nothing new to report, there are 3x more likely to refer you to a friend.

Automate Your Client Management

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