Features
Explore all the powerful features of our software that will help you manage your legal practice with ease.
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OUR SOFTWARE
All features
Organize your contacts easily and efficiently
Import contacts, create call lists for the call center, and automate text messages. Also, assign statuses to define the follow-up for each prospect.
Stay in control and increase your sales
Create cases from new prospects or contacts, keep a history of text messages, calls, and events. Write notes on the case and add documents available in the cloud. Call the customer directly from the case and send SMS.
Communicate with your customers and meet their needs
Monitor and manage your customer cases effectively. Write notes, attach documents, and follow up on important events. Also, communicate with your customers via call or SMS directly from the case.
Improve your productivity and track your team's progress
Supervise call center performance from the dashboard. Also, schedule important events from the customer's case and receive SMS and email notifications two hours before the scheduled event.
OUR SOFTWARE
Special features
Case and client management
Experience seamless scheduling and enhance productivity with Appointment Services. Our user-friendly platform offers efficient appointment management, saving you time and effort. Streamline your business operations and provide exceptional customer service with our reliable and customizable solution. Unlock your business's full potential today.
Automation
Our software's automation feature streamlines the process of managing cases and clients. It minimizes errors and ensures tasks are completed consistently and on time. By automating routine tasks, you can focus on more important tasks, such as providing excellent legal services to your clients.
Case and client management
With CaseCRM, you can manage your cases and clients from start to finish. This feature allows you to organize and track important details, such as case type, client information, deadlines, and tasks. With this information at your fingertips, you can provide a better service to your clients and stay on top of your cases.
Customization
Our software is designed to be flexible and customizable to meet the unique needs of each customer. This means that you can tailor CaseCRM to fit your specific requirements, whether you are a solo practitioner or a large law firm. You can add custom fields, change workflows, and set permissions to ensure that your team members only have access to the information they need.
Call center
Our powerful call center function allows you to efficiently market your legal services and schedule appointments with potential clients. With CaseCRM, you can easily create targeted marketing campaigns, track leads, and schedule appointments. This feature makes it easy for you to connect with potential clients and grow your practice.
Calendar and notifications
CaseCRM's calendar and notification system keeps your practice organized and on track. With this feature, you can easily schedule important court dates, deadlines, and appointments, and receive automatic reminders so you never miss a crucial event. This feature helps you stay on top of your workload, so you can provide your clients with the best possible service.
Cloud documents
Our cloud-based document management system allows easy access and management of case files from anywhere. You can store, organize, and securely share files with your team, track real-time changes and updates, and collaborate on documents. With this feature, you can work from anywhere, at any time, and always have access to the information you need to provide excellent legal services to your clients.
Ready to streamline your legal practice with CASE?
Request a demo today and discover how our all-in-one CRM and automation software can revolutionize the way you manage clients and cases. Don’t wait – take the first step towards a more efficient and profitable law firm now!
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