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.
One Place. Every Case. Your Name.
Your clients get one branded place to see everything happening in their case. Your staff gets a control center to run it all from. CaseActive is organized in three layers, your account, each firm hub, and the cases inside it, and here is how the whole thing fits together.
From $149/monthNo credit card required
Account, Hub, Case
Three layers, from your whole account down to a single case.
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.
Everything In One Place
Every tool your firm needs to keep clients informed, cases moving, and your team aligned.
Getting Clients In
Getting Clients InConnected from intake through resolution.
Pre-Intake
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.
Forms
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 InformedConnected from intake through resolution.
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.
Milestone Automation
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.
Idle Case Check-Ins
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.
Events
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 WorkConnected from intake through resolution.
Document Generation
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.
E-Signs
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.
Invoices
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.
Tasks
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 HubConnected from intake through resolution.
Mass Claimant Blasts
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.
Admin Panel
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.
Firms Running Everything Here
Six Firms, Six Different Reasons
Built For PI and Mass Tort Firms
CaseActive gives your firm one place for client communication, documents, signatures, payments, and scheduling, branded as you and running on its own or alongside the system you already use. Start today and see how it works.
No credit card required