Client Engagement
for Your

Property & Insurance Practices

Streamline Communication and Enhance Client Trust with Case Status

Manage complex claims efficiently, streamline communication with clients & adjusters, track case progress, and ensure timely updates, helping your team handle high volumes of cases while maintaining strong client relationships.

Common Challenges

We understand the challenges faced by both clients and legal teams.

Your Client

In-house counsel and insurance adjusters often face uncertainty about the status of their defense cases. With multiple cases and attorneys to manage, they are frequently left in the dark about important case developments and upcoming deadlines. This can lead to constant follow-ups and frustration over delayed communication, creating a feeling of lack of control over case outcomes and strategy.

Your Staff

Insurance defense attorneys are tasked with managing high volumes of cases, each requiring detailed attention to strategy, communication, and documentation. Balancing frequent requests for case updates, coordinating with in-house counsel, and handling discovery can be overwhelming. Time spent responding to multiple requests through phone and email detracts from focusing on critical casework, making it harder to meet deadlines and develop a strong defense. Ultimately, this can lead to dissatisfaction from clients, reducing trust in the attorney's efficiency and outcomes.

Case Status Addresses These Pain Points by...

Case Status offers a centralized platform that empowers defense attorneys to streamline communication with in-house counsel and insurance adjusters. By providing real-time case updates, automated progress reports, and secure document sharing, clients can track the status of their cases without the need for constant check-ins. This allows attorneys to focus on building a strong defense strategy while still keeping clients informed and satisfied. The platform also helps track client satisfaction, allowing you to address any concerns proactively, ensuring stronger relationships, higher retention rates, and the ability to defend cases with confidence and efficiency.

Real People, Real Voices...

"I was always updated on my case. It’s saved me time and gave me confidence that I was always in the loop."

Eliza C.
Client of Insurance Defense Firm

"Case Status has streamlined our communication and cut down on time spent updating clients. Now, we can focus on building stronger cases while keeping clients informed effortlessly."

Lauren G.
Attorney at an Insurance Defense Firm
Mockup showing Case Status integrations

Case Status Key Features

Real-Time Case Updates:

Provide insurance company clients with automatic updates on case developments, including key milestones like discovery, motions, and trial preparation. This ensures that clients stay informed without the need for frequent check-ins, helping to streamline communication.

Secure Messaging & Document Sharing:

Offer a secure platform for clients to exchange confidential documents, such as policy information, claims reports, and legal filings, with their defense team. This ensures that sensitive information is protected while enabling efficient case management.

Litigation Tracking & Reporting:

Offer a secure platform for clients to exchange confidential documents, such as policy information, claims reports, and legal filings, with their defense team. This ensures that sensitive information is protected while enabling efficient case management.

Client Satisfaction Monitoring:

Measure client satisfaction throughout the case lifecycle, helping you identify and address concerns early. This enhances client relationships, ensures continued business, and supports a reputation for delivering effective legal solutions in insurance defense cases.

4.9 • 25,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.