Share with confidence
Share documents and photos between clients and team members across any and all devices, so everyone keeps up-to-date.
ExploreAll case communication in one spot
Converse, post updates, answer questions, take notes, comment, and have all discussions tagged by real-time email and SMS notifications.
Take it on the go
Use mobile devices like tablets and smartphones to collaborate on key details, discuss major issues, exchange documents, and chart case progress in real time.
Immediate records access
Authorized users can quickly access client data and case information (including current, past, open, closed, and pending cases), all through one portal.
Automatic timezone conversion
Whether traveling or staying in another location, you’ll be in sync with our time-zone conversation management system.
Track Events
Quickly schedule meetings, monitor upcoming events, and invite clients and team members as attendees.
Video Conferencing
Connect with clients and team members via live video chats for even more interactivity.
After Actions
Automate tasks when a case is created or a user is assigned to a case.
Automated Alerts
Want to wish your clients a Happy Birthday? Set up an automatic message for both past and current clients for their special day!
Keeping Client details up-to-date
Clients can modify their profiles with updated data, photos, passwords, and account settings.
Ask Questions, Get Answers.
Create custom forms and send them to clients for completion. Gather essential information, provide exit surveys, and get all the data you need to do your job well!
Case forms allow us to listen and learn, helping us increase sales through customer feedback..
, Director of Sales of Cain & Company
As-You-Go Invoicing
Make client billing as straightforward as possible with online invoices and payments.
We love the case invoicing because it lets clients see exactly what they’re paying for.
, Vice President of Sky Digital
Enjoy the ease of e-signing
Electronically sign off all documents through DocSign, using uploaded documents and digital client signature requests and confirmation.
Upload a document, mark it for signature, and then the client logs in and e-signs it. Everything gets done without the client having to come into our building. This is handy with clients who aren’t close to an office or who live out-of-state..
, Director of Operations of Capital Insurance
Enhance Your System. Less Work, More Results.
Use the Self-Serve Administrative Feature
Take total control of your CaseActive management suite from the platform itself.
Effortlessly link your existing system with CaseActive
Integrate our proprietary API to automatically create cases, assign users, and generate reports based on your system input.
Acting as a virtual administrative assistant , CaseActive empowers you with streamlined document and media handling, private client-to-customer communications, event scheduling, and step-by-step case processing.
Self-Serve Administration
Acting as a virtual administrative assistant, CaseActive empowers you with streamlined document and media handling, private client-to-customer communications, event scheduling, and step-by-step case processing.
Manage User Logins & Case Creation
Directly oversee the creation of user accounts while authorizing their access permissions on a case-by-case basis. Manage case creation, progress, and closing, with full reporting every step of the way.
View Caseactive Analytics
See exactly how a case is progressing, the number of cases successfully closed, and see response times via CaseActive’s thorough analytics module. Knowledge is power, and we’ve given you everything there is to know about your own projects.
Monitor User Logs
Keep an eye on client and team member logins and platform activity to ensure all their actions are authorized within the case parameters and that all members are performing their duties as required.
Employ Advanced Searches
Find exactly what you need when you need it. Search cases by user and client names, keywords, timelines, uploaded documents, and much more!
Create Custom Fields
Generate specialized case fields for client and team member input, and gather the data you need from everyone involved. Make the case interface unique to your business and brand!
Create Custom Templates
Develop an enormous range of custom forms and templates for distribution and completion both during and after a case (like client exit surveys). Whatever form you need, you can create!
