CaseActive runs the client-facing side of a personal injury practice, from the first intake form to the day you settle: case updates, documents, e-signatures, and appointments. It works on its own, or on top of the case management system you already pay for.
78%
of invited clients log in within 48 hours
4 in 5
status calls handled before the client picks up the phone
30%
more client capacity without adding staff
Any update on my case?
Left a voicemail Tuesday.
Last update: 6 weeks ago
You're Working. They Can't Tell.
Delay and neglect are top client complaints about attorneys, and most client portals only make it worse: someone else's logo, a file list, no reason to come back.
CaseActive is built the other way around, starting from what the client experiences. Your branding on every screen, email, and text. Updates send themselves when the case moves, idle cases get a check-in, and AI drafts the rest, so your clients always know you're there.
Two Ways To Run CaseActive
Use the tools you have or make CaseActive the only one you need.
With what you have
Keep Filevine, CASEpeer, Clio, MyCase, or whatever your firm runs. Connect it through our API and webhooks so cases and stage changes flow in and client activity flows back out. Status updates send themselves, and nobody types anything twice.
Other CMS
On its own
No case management system, or a portal nobody logs into? CaseActive works standalone. Cases, intake forms, e-signatures, invoices, events, tasks, and video calls are all native. Many solo and small firms run their entire client-facing practice here.
E-SignsIntakeInvoicingEvents
Live This Afternoon
Four steps. No implementation consultant, no six-week onboarding.
01
Make it yours.
Upload your logo and set your firm's colors. Your clients see your firm, not ours, from the first login onward.
02
Define your milestones.
Set what happens at each stage of a case: records requested, demand sent, offer received, birthday. Each trigger can send an update, request a form, or collect a signature, automatically and in the client's language.
03
Bring in your clients.
Three ways in, and you can use all of them. Sync your existing cases from your case management system. Import a claimant list in bulk. Or let new clients sign themselves up through an intake form on your website, or on a tablet in your waiting room. However they arrive, signing in takes an email address and a six-digit code. No app to install, no password to remember.
04
Let it run.
Clients track progress, upload documents, sign what needs signing, confirm appointments, and message your team. Your phones get quiet.
The Whole Client-Facing Side
This is the part competitors sell as an add-on to software you already pay for.
Milestone Automation
“Always one step ahead”
Custom triggers for every case stage. The update goes out whether or not anyone remembers to send it.
Case Feed
“The center of every case”
Every update, file, and conversation in one branded thread, auto-translated into 130+ languages. AI drafts posts and replies when your team is buried, and your team approves before anything reaches a client.
Idle Case Check-Ins
“Silence, solved”
CaseActive notices when a case has gone quiet and reaches out on your behalf before the client starts wondering.
Pre-Intake
“Signed before they leave the page”
New leads fill out your form on your site or a tablet in your lobby, get an instant reply, and your intake team gets an alert. One click turns a lead into a case with every answer carried over.
Intake Forms
“Capture everything from day one”
Custom forms and questionnaires your clients fill in themselves. Retainer details, medical history, accident facts, satisfaction surveys. No email attachments.
Document Generation
“Fill it in once, never again”
Placeholder tags in your forms and e-sign templates fill themselves from intake answers. Open a letter of representation or records request and the client's details are already in it. No retyping, no copy and paste.
E-Signatures
“Signed by everyone who needs to sign”
Send pre-filled retainers, medical authorizations, and settlement documents out for signature. Every party to the case can sign the same document from any device, and every signature is stored with the case.
API and Webhooks
“Fits your stack”
Sync with your case management system and trigger downstream systems on CaseActive events.
Events and Reminders
“Nobody misses a deposition”
Depositions, medical exams, court dates. Calendar sync, client RSVP, attendance at a glance.
Mass Claimant Blasts
“Thousands in one click”
Send to an entire claimant list or one MDL segment. What took a paralegal a day takes thirty seconds.
And many more...
See every feature in detail.
Built for Trust, Not Friction
Your clients get simple access. You keep serious control.
Passwordless Client Login
Clients sign in with a six-digit code sent to their email or phone. No password to remember, no app to install, and their browser stays signed in for 30 days.
Enterprise-Grade Encryption
Every file, message, and signature is encrypted in transit and at rest, with strict access controls across your firm.
Built for Legal Compliance
Audit trails, permission controls, secure data handling, and accountable access come standard, not as an upgrade.
What Firms Say
Six Firms, Six Different Reasons
Serve Every Client, In Their Language
Case updates and notifications translate into 130+ languages automatically. Your Spanish-speaking clients read what is happening in Spanish without your paralegal touching Google Translate and without you hiring for it.
Automatic, instant translation
Client language saved to their profile
Your team keeps working in English
Your Clients Deserve Better. Your Staff Deserves Quiet.
Set up your branded client hub this afternoon and see what happens to your phones this week.