Your Account
Create and manage multiple hubs from one dashboard. Run a single practice, split the firm by practice area, or operate separate brands. Everything starts here.
Un solo lugar. Todos los casos. Su nombre.
Sus clientes disponen de una plataforma unificada para ver todo lo que sucede en su caso. Su personal cuenta con un centro de control para gestionarlo todo. CaseActive se organiza en tres niveles: su cuenta, el centro de cada firma y los casos que contiene. A continuación, le mostramos cómo funciona todo en conjunto.
De $149/mesNo se requiere tarjeta de crédito
Cuenta, Centro, Caso
Tres niveles, desde toda su cuenta hasta un solo caso.
Your Hub
Each hub has two sides. The admin panel is where your team configures branding, users, templates, automations, and integrations, and where you watch case volume and activity. The client lobby is what your clients see: their cases, your announcements, your office locations, and a direct line to your team.
Your Cases
Every matter is a case, and every case is built around its feed. Events, forms, e-signatures, invoices, notes, tasks, and video calls all hang off that feed, so the client's whole history sits in one scroll.
Todo en un solo lugar
Todas las herramientas que su firma necesita para mantener informados a los clientes, avanzar en los casos y a su equipo coordinado.
Getting Clients In
Getting Clients InConectados desde la admisión hasta la resolución.
Admisión previa
Put your intake form on your own website, or run it standalone on a tablet in your lobby. A new lead fills it out, gets an instant text and email back, and your intake team gets an alert. Convert the lead to a case in one click and every answer carries over, so nobody retypes anything. Source attribution tells you which channel the lead came from.
Formularios
Build custom intake forms and questionnaires clients fill in themselves. Collect retainer details, medical history, accident information, or satisfaction surveys without the email chain. Control exactly who can see and fill each one.
Custom Fields
Extend cases and clients with the data your practice actually tracks. Tort-specific detail, referral source, or anything else your team needs on the record.
Keeping Them Informed
Keeping Them InformedConectados desde la admisión hasta la resolución.
Feed
The feed is the center of every case. Your team posts updates, shares files, and talks with clients in a single branded thread. AI can draft posts and replies so clients stay informed during your busiest stretches. Every client reads it in their own language, with automatic translation into 130+ languages.
Automatización de hitos
Set triggers for every stage of a case: records requested, demand sent, offer received, or a birthday. Each trigger can send an SMS and email update, request a form, or collect a signature, without anyone on your team remembering to do it. Clients receive all of it in their own language.
Registros de casos inactivos
CaseActive watches for cases with no recent activity and posts a check-in on your behalf. Long stretches without news are when clients start wondering whether anyone is working on their file, and this is the module that covers them.
Eventos
Create events and reminders tied to a case so clients never miss a deposition, medical exam, or court date. Sync your calendar so client bookings never collide with your schedule. Clients RSVP in a tap and your team sees attendance at a glance.
Doing The Work
Doing The WorkConectados desde la admisión hasta la resolución.
Generación de documentos
Place placeholder tags anywhere in your form and e-sign templates and they fill themselves from intake answers. A letter of representation, records request, or HIPAA authorization opens with the client's details already in it. Because the document renders when it is opened, it always reflects current data rather than whatever was true the day it was created.
Letreros electrónicos
Send retainer agreements, medical authorizations, and settlement documents out for signature, pre-filled from intake. Every party to the case can sign the same document from any device. Every signature is legally binding and filed with the case.
Facturas
Create and send invoices tied to a case. Clients view and pay through Stripe. Real-time status means your team always knows what is paid, pending, and overdue.
Tareas
Create, assign, and track tasks with deadlines, subtasks, and statuses. AI can generate tasks from case activity so nothing falls through. Your team knows what is next without asking.
Convo
Start a real-time video call with a client or teammate from inside the case, and record it for your file. Details from client calls stop getting lost.
Running Your Hub
Running Your HubConectados desde la admisión hasta la resolución.
Explosiones de demandantes masivos
Send an announcement to your entire claimant list, or to one MDL segment, from your hub's announcements panel. Compose once and hundreds or thousands of claimants receive it at the same time, each in their own language.
Panel de administrador
Run the whole hub from one dashboard. Track case volume, monitor activity, adjust permissions, and configure automations. Daily metrics on users, cases, and storage.
Integrations
Connect your case management system so client updates fire automatically, push CaseActive events to other tools with webhooks, and bulk import claimants when you take on a new tort.
Empresas que lo controlan todo aquí
Seis empresas, seis razones diferentes
Diseñado para bufetes de abogados especializados en lesiones personales y litigios colectivos.
CaseActive ofrece a su firma una plataforma centralizada para la comunicación con clientes, documentos, firmas, pagos y programación de citas, con su propia marca y funcionando de forma independiente o junto con el sistema que ya utiliza. Comience hoy mismo y descubra cómo funciona.
No se requiere tarjeta de crédito