CaseActive was created to help businesses stay ahead of the curve and address organizational challenges with modern solutions. Our platform offers frictionless collaboration, convenient automation, and improved productivity to help you take your business to the next level.
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Stay ahead of the curve with our dynamic Events feature. CaseActive enables you to schedule both events and reminders effortlessly, ensuring that your team is on the same page and your clients remain satisfied.
Data collection has never been this efficient. Our intuitive CaseActive forms simplify the client onboarding process while also making information exchange seamless and straightforward.
Enhance how you seal the deal with our E-sign feature. Instead of the hassle of dealing with paperwork, CaseActive empowers you and your clients to easily sign contracts and approvals, streamlining your workflow and improving productivity
Take the complexity out of payments with our easy-to-use Invoices feature. You can also provide clients with view-only options to streamline financial transactions with both clarity and convenience.
Our Tasks feature empowers your team to be more productive than ever before. Whether you’re looking to manage, delegate, or hit deadlines, this feature allows CaseActive users to seamlessly create, assign, and monitor tasks.
Experience unparalleled control and oversight with our Admin Panel feature. Navigate a user-friendly dashboard to manage cases, monitor users, adjust permissions, and streamline your operations. Our Admin Panel also empowers you to configure relevant apps and workflows.
Navigating the complexities across various industries, CaseActive seamlessly integrates the tools and features needed for businesses to scale. Here’s how we empower different firms and organizations to stay ahead of the innovation curve
Law firms manage delicate client data, with security breaches being a major concern. CaseActive provides strong security features like encryption, secure communications, and user controls to protect client data.
Legal case handling and documentation can be daunting! CaseActive’s tools optimize this with tools like document sorting, automatic reminders, and safe document signing.
Lack of communication is the #1 reason for malpractice at law firms. CaseActive makes it easier for lawyers to both communicate and collaborate.
Clear, prompt attorney-client communication is vital. CaseActive promotes this with a dedicated portal, minimizing client issues and boosting satisfaction.
Use our project management and collaboration tools to ensure that projects proceed on budget and within schedule.
Collaborate closer to align with your client’s vision.
Organize, share, and annotate architectural documents effortlessly, minimizing errors and enhancing communication.
Files are securely stored on AWS, with versioned backups. CaseActive is a central file hub for architects, clients, and contractor teams for improved revisions, reviews, and feedback loops.
CaseActive helps you remain secure and protected with our HIPAA-complaint collaboration/documentation tools.
Our automated appointment reminders help you and your clients stay punctual and professional, all while keeping patients satisfied.
With CaseActive, you can easily create and assign patients to-do tasks to complete outside of their regular sessions.
Our user-friendly notes module makes it easy for practices to log client information and keep tabs on their overall journey.
Customize your workflow using our useful features, removing inefficiencies and enhancing productivity.
CaseActive can be adjusted and tailored to your specific needs, regardless of size or niche.
Our client onboarding automation tools cut down administrative burdens, making client integration smoother.
