Learn How Case Status Builds Lasting Relationships

Track and Measure Client Happiness

Know which clients are the most satisfied and which clients need extra hand holding. Increase your firm’s overall client satisfaction score and cut down on phone calls and emails from unsatisfied clients. Over time, use Case Status to increase your firm’s satisfaction through increased visibility, access, and transparency.

Automatically send updates to clients

Stop losing track of emails or forgetting to remind clients that they need to send you paperwork. Trigger actions and notifications to clients in realtime. With Case Status, you manage all of your client relationships in one place

Steamline Communication

With our secure messaging portal, communicate with clients in the way they want to communicate. Send an encrypted message through the Case Status mobile IOS and Android application. Cut down on the unnecessary phone calls and emails.

Start Prioritizing Relationships

Our world-class support team is excited to help you onboard your cases so you can get on your way towards stronger client relationships.

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