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notes 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.

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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.

  • Centralized Client Management
  • Client Access Hub
  • Customizable Workflows
  • Document & Data Handling
  • CRM Integration
  • Enhanced Communication

Package options to meet your firm's needs

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 Started

PREMIUM

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

Communicate

Seamlessly connect with clients with helpful updates and two-way messaging.

Engage

Engage

Utilize tasks and push notifications to tell clients how they can assist with their case.

Retain

Retain

Foster trust and loyalty by keeping clients in the know from start to finish.

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Streamline Your Client Management with CaseHQTM

Tasks (Phone)-1

Tasks

Clearly communicate what you need clients to provide during each phase of the litigation process.

Assign tasks directly through CaseHQ and ensure that clients know exactly what is required, reducing delays and improving the efficiency of case management.

 

Messaging (Phone)

Messaging

Correspond with clients via text messaging directly from your SimplyConvert dashboard.

This feature allows for quick and easy communication, keeping clients engaged and ensuring that important messages are delivered and acknowledged.

Updates (Phone)

Updates

Post videos, pictures and articles to keep your client informed as their case progresses.

Keep your clients in the loop with real-time updates. This feature ensures that clients always have the latest information on their litigation.

Timeline (Phone)

Timeline

Create a custom timeline, clearly communicate where cases stand in the overall process, and set reasonable client expectations from the start.

By outlining key milestones in the litigation process, this feature helps manage client expectations and provides transparency throughout their legal journey.

Resources (Phone)

Resources

Put the information you want your clients to know at their fingertips.

This feature allows you to share background information about your firm, introduce the staff members clients will interface with, and offer guidelines on important topics like social media usage during the ongoing case. Whether it’s FAQs, legal guidelines, or case-specific documents, CaseHQ allows you to curate and organize these resources, ensuring your clients are well-informed and prepared throughout the litigation process.

Key Features:

Client Convenience, Law Firm Productivity

User Profiles

Clients can manage their profile information, including contact details and profile pictures, directly through the portal.

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.

Multiple Case Management

Clients can manage multiple cases within a single portal, making it easier for them to track and interact with different legal matters simultaneously.

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Automatic Reminders

Automate follow-ups by sending automatic reminders to clients until tasks are completed.

Push Notifications

Ensure timely communication and action on important case developments with instant alerts and updates sent directly to clients' devices.

Onboarding Experience

Familiarize clients with CaseHQ's functions, ensuring they understand how to use it effectively from the start.

Calendar Integration

Allow clients to request or schedule meetings directly according to your parameters using your preferred scheduling tool.

Notification Feed

CaseHQ's dedicated page for notifications and recent activity helps clients stay informed about the latest developments in their cases.

We're Here To Answer Your Questions 

 

What services for personal injury law firms does SimplyConvert offer?

How does SimplyConvert improve the intake process for personal injury law firms?

What specific tools does SimplyConvert provide to manage personal injury cases more effectively?

Can SimplyConvert handle referrals for personal injury law firms?

What are the benefits of using SimplyConvert’s reporting and insights tools for personal injury lawyers?

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?

 

Schedule a Demo