Client Portal
CaseHQ: Client Communication, Engagement, & Retention — Simplified.
Managing cases efficiently means having every case detail—documents, deadlines, tasks, and more— organized and accessible.
CaseHQ streamlines the entire client experience from initial intake to case resolution by centralizing all client-related activities and communications in one user-friendly platform.
Your Law Firm in Your Client's Pocket
SimplyConvert’s CaseHQ™ is an innovative mobile app and web portal designed to enhance law firms’ client management and data collection processes. This comprehensive platform centralizes client activities and communications, improving the client experience from intake through case resolution.
Clients can access a central hub to monitor their case status, timelines, and updates on their litigation progress. CaseHQ allows for customizable timelines aligned with your firm’s workflow, task assignments, e-signature collections, and file uploads.
Its seamless integration with your CRM enables direct data deployment into plaintiff fact sheets and provides instant caseload insights. Adopting CaseHQ can significantly boost client satisfaction, operational efficiency, and case outcomes.
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Centralized Client Management
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Client Access Hub
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Customizable Workflows
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Document & Data Handling
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CRM Integration
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Enhanced Communication
STARTER
*Requires Client Intake Package
Secure portal designed for efficient document delivery and completion for retained clients
CaseHQ client portal
Available iOS and Android client app
Push notifications
Client referrals
Basic supplemental packet documents*
Unlimited law firm users
Get Started*Includes medical authorizations, standardized secondary questionnaire or basic plaintiff fact sheet, etc.
PROFESSIONAL
Enhanced tools for streamlined client management and litigation workflow
CaseHQ Starter, plus:
Bulk email
Available Treater Database
Real-time reporting & analytics
CSV client data uploader
API integrations
Customized litigation workflow and timeline
Unlimited law firm users
Get StartedPREMIUM
Supercharge Your Practice
Easily manage & retain more clients with the most advanced client engagement and substantiation portal
CaseHQ Professional, plus:
Efficient 1:1 and 1:many communications:
- Easily segment targeted client groups
- Multi-media content
- Two-way messaging
- Litigation status updates
- Push notifications
Document upload for clients
Appointment scheduler integration
Comprehensive real-time reporting & analytics
Client engagement reporting & analytics
Additional supplemental packet documents**
Unlimited law firm users
Get Started**Customized packet documents subject to professional services fee
Connect with Clients Like Never Before with CaseHQTM
Communicate
Seamlessly connect with clients with helpful updates and two-way messaging.
Engage
Utilize tasks and push notifications to tell clients how they can assist with their case.
Retain
Foster trust and loyalty by keeping clients in the know from start to finish.
Streamline Your Client Management with CaseHQTM
Tasks
Clearly communicate what you need clients to provide during each phase of the litigation process.
Updates
Post videos, pictures and articles to keep your client informed as the litigation progresses.
Timeline
Create a custom timeline, clearly communicate where cases stand in the overall process, and set reasonable client expectations from the start.
Key Features: Client Convenience, Law Firm Productivity
E-Sign Technology
Allow clients to sign documents digitally without leaving the platform utilizing the integrated electronic signature functionality.
Treater Database
Ensure accurate medical records by allowing clients to select treaters, facilities, and pharmacies from our healthcare database with verified contact information.
Document Upload
Enable clients to securely submit files directly through the client portal, streamlining the information gathering process.
Push Notifications
Ensure timely communication and action on important case developments with instant alerts and updates sent directly to clients' devices.
Calendar Integration
Allow clients to request or schedule meetings directly according to your parameters using your preferred scheduling tool.
What services for personal injury law firms does SimplyConvert offer?
SimplyConvert provides a range of services including automated client intake, client relationship management (CRM), referral platforms, client portals, reporting dashboards, and data management.
How does SimplyConvert improve the intake process for personal injury law firms?
The platform automates and streamlines client intake, reducing errors and improving client satisfaction by ensuring quicker and more accurate responses to potential clients.
What specific tools does SimplyConvert provide to manage personal injury cases more effectively?
SimplyConvert offers tools like live chat replacements, contact form replacements, call center integration, and conversational landing pages to enhance efficiency in case management.
Can SimplyConvert handle referrals for personal injury law firms?
Yes, SimplyConvert has a referral platform that facilitates case transfers, real-time tracking of case status, and manages referral fee splits for personal injury law firms.
What are the benefits of using SimplyConvert’s reporting and insights tools for personal injury lawyers?
The reporting and insights tools provide clear data on firm performance, aiding in data-driven decision-making and optimizing firm processes for better client outcomes.
Ready to Take Your Law Firm to the Next Level
CaseHQ streamlines the entire client experience from initial intake to case resolution by centralizing all client-related activities and communications in one user-friendly platform.
Ready to see what it can do for you?