Frequently Asked Questions
Everything you need to know before getting started.
1. Do my clients need to download an app?
No. Clients access their portal through any web browser on their phone, tablet, or computer. No app download required.
2. Can I use my own branding?
Yes. You upload your logo, set your firm's colors, and can connect a custom domain. Every client touchpoint looks like it comes from your firm.
3. How do my clients log in?
Clients receive a secure magic link via email or SMS. No passwords to remember or reset.
4. Does CaseActive work with my existing case management software?
CaseActive offers API and webhook integrations so you can sync cases and trigger client updates automatically from your current system. You can also use it as a standalone platform.
5. How long does setup take?
Most firms are up and running in an afternoon. Upload your branding, configure your automations, import your cases, and invite your clients.
6. Can my clients see the portal in their own language?
Yes. The portal automatically translates into 70+ languages. Your staff doesn't need to do anything extra.
7. How does the AI work?
AI can draft feed posts, reply to client messages, and generate tasks based on case activity. Your team reviews and approves everything before it goes out.
8. Can I manage multiple offices or practice groups?
Yes. A single account can manage multiple hubs, each with its own branding, team, and cases.
9. What happens with mass tort cases that have hundreds or thousands of claimants?
You can segment claimants by MDL and send announcements to your entire list or a specific segment in seconds.
10. Is client data secure?
All data is encrypted and stored securely. E-signatures are legally binding, and access permissions let you control exactly who sees what.
11. How much does it cost?
You can start for free with no credit card required. As your firm grows, paid plans are available to unlock additional features and capacity. Visit the pricing page for details.
12. Can clients upload documents and sign forms through the portal?
Yes. Clients can fill out intake forms, upload documents, and sign agreements directly from their portal without email back and forth.
