SimplyConvert Launches Upgraded CaseHQ™ Portal

Here’s What Instant Case Evaluator™ Users Can Expect

During the week of November 4th, SimplyConvert will officially replace its existing client portal with the new CaseHQ Starter, a free, enhanced platform designed to improve client engagement and case management. Here’s everything you need to know about this transition and how it will affect your client interactions.

What’s Changing

SimplyConvert is phasing out the old client portal and replacing it with CaseHQ Starter, which is available to all law firms using SimplyConvert’s Instant Case Evaluator™ at no cost. This change brings a modernized interface and improved features to streamline your client management experience.

What’s Staying the Same

Potential clients will continue to interact with SimplyConvert’s Instant Case Evaluator, answering a series of questions to determine whether they qualify for a case. If they meet the criteria, they’ll receive a “You may have a case” message. By clicking “sign up now,” clients will proceed to identity verification via a code sent to both their phone and email. Once the code is entered, they’ll gain access to the CaseHQ client portal.

OLD Client Portal:

• Basic Functionality: Limited to e-signing intake documents like retainer agreements, authorization forms, and client questionnaires.
• Document Checklist: Displayed a basic list of documents that needed to be completed.
• Limited Access: Only available on desktop; it was mobile-friendly but lacked a dedicated app.

NEW CaseHQ Starter:

• Improved User Experience: Features a modern design and an intuitive, easy-to-navigate task checklist that clearly shows pending to-do items.
• App Availability: A dedicated app offers full mobile access, complete with push notifications for messages and reminders.
• On-the-Go Convenience: Clients can complete tasks anytime, anywhere, with built-in e-signature capabilities.
• Expanded Case Management: Clients can manage multiple cases from a single portal.
• Personalized Profiles: Clients can update their contact information and add a profile picture.
• Seamless Transition: All existing case details and documents will be automatically transferred from the old portal to CaseHQ Starter.

This enhanced version of the client portal delivers a more efficient, mobile-friendly experience designed to streamline the client journey from start to finish.

Additional Options for Law Firms

Law firms can expand the functionality of CaseHQ by upgrading to Professional or Premium versions:

For more information, we invite you to reach out to your SimplyConvert account manager or schedule a CaseHQ demo: Learn More

Questions or Feedback?

If you have any questions or concerns, please reach out to us at info@simplyconvert.com. We also welcome your feedback on the new platform.

Stay tuned for more updates as we continue to enhance the SimplyConvert experience!