Question 1

Do my clients need to download an app?

Accepted Answer

No. Clients use their secure portal in any modern browser on a phone, tablet, or computer.

Question 2

How do my clients log in?

Accepted Answer

Clients receive a secure sign-in link or code. There is no app to install and no password to remember.

Question 3

What if a claimant has no email address?

Accepted Answer

You can invite clients by mobile number and communicate with them through supported text-based workflows.

Question 4

Can clients read updates in their own language?

Accepted Answer

Yes. CaseActive translates client-facing content into each client’s preferred language.

Question 5

Can clients upload documents and sign forms?

Accepted Answer

Yes. Clients can upload files, complete forms, and sign documents directly from their portal.

Question 6

Can I remove a client’s access?

Accepted Answer

Yes. Authorized team members can update or revoke client access at any time.

Question 7

Can I use my own branding?

Accepted Answer

Yes. Add your logo, firm colors, and custom domain so the experience looks like your firm.

Question 8

How long does setup take?

Accepted Answer

Most firms can configure branding, workflows, and their first cases in an afternoon.

Question 9

Does CaseActive work with my existing case management software?

Accepted Answer

Yes. APIs, webhooks, and supported integrations can connect CaseActive with your existing system.

Question 10

Can you help me get my cases in?

Accepted Answer

Yes. You can import cases in bulk, sync an existing system, or create them individually.

Question 11

Can it fill out documents for me?

Accepted Answer

Yes. Templates can reuse case and intake data so your team does not enter the same information twice.

Question 12

How does the AI work?

Accepted Answer

AI can draft updates, replies, and tasks. Your team reviews client-facing content before it is sent.

Question 13

What happens with a mass tort that has hundreds or thousands of claimants?

Accepted Answer

Segment claimants and send targeted updates at scale while keeping each client’s record separate.

Question 14

Can I manage multiple offices or practice groups?

Accepted Answer

Yes. One account can contain multiple hubs with their own branding, teams, permissions, and cases.

Question 15

Is client data secure?

Accepted Answer

CaseActive uses encryption and access controls designed to protect client and firm data.

Question 16

Where is our data hosted?

Accepted Answer

CaseActive hosts data on managed cloud infrastructure with operational safeguards and backups.

Question 17

Can CaseActive staff see our client data?

Accepted Answer

Access is limited to authorized personnel when required for support, security, or service operation.

Question 18

How do I cancel?

Accepted Answer

An account administrator can contact the CaseActive team to cancel or change a subscription.

Question 19

Can we get our data out?

Accepted Answer

Yes. Contact the CaseActive team for assistance exporting your firm’s data.

Question 20

What support do I get?

Accepted Answer

The CaseActive team helps with onboarding, product questions, and ongoing account support.

Question 21

What does it cost?

Accepted Answer

You can start free without a credit card. Visit the pricing page for current paid plans and included capacity.

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