CASEHQ™ CLIENT PORTAL & MOBILE APP Give every client a better way to stay connected to their case
CaseHQ gives clients one secure place to communicate with your firm, follow their case, complete tasks, sign documents, and provide information—while turning every interaction into structured case data your team can use throughout the case.
Home
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case quickly, so let's get started!
17 %
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on your case. Completing these documents in a timely manner is extremely important.
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All UpdatesHow it works
Keep clients informed, engaged, and moving forward
From onboarding through resolution, clients always know where to go, what you need from them, and what comes next.
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They get one place to go
Clients enter one secure place to stay connected with your firm, see case updates, complete tasks, and provide information as their case moves forward.
Hello Denise!
You have 5 tasks left to complete.
17 %
Complete tasksGreat work, Denise!
You've completed all your tasks.
100 %
Tasks complete - 02
You ask for what you need
Send questionnaires, document requests, signature requests, and other tasks as the case progresses. Reminders continue automatically until the task is done.
Send to Denise Alvarez
CaseHQ · Motor vehicle accident
- Questionnaire
- Document request
- Signature request
Reminders until complete Send - 03
They complete it in one place
Clients answer questions, upload files, provide medical provider information, and sign documents in the portal, so required information comes back through one consistent channel.
Tasks
Completed in the portal
- Questions answered
- Insurance card uploaded
- Providers selected
- HIPAA authorization signed
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Their information becomes case data
Every answer becomes structured data your firm can use throughout the case, helping populate questionnaires, authorizations, plaintiff fact sheets, and other workflows without asking clients for the same information again.
CASE-2841
Denise Alvarez
Email denise@email.comPhone (314) 555-0148Provider Inkberry OrthopedicsAuthorization Pending Signed
Repeats as the case progresses
A better client experience, without more administrative work
CaseHQ helps your firm communicate proactively, collect what you need, and keep clients engaged, all while automating the repetitive follow-up that eats up your team's time.
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Clients shouldn't have to call your office just to find out whether anything has changed. CaseHQ gives them a clear view of their case, proactive updates from your firm, and easy access to the information and people they need—helping maintain trust through matters that may last months or years.
- Custom timelines: Show where a case stands against milestones you define for each litigation
- Case updates: Post videos, images, and articles as the litigation develops
- Two-way messaging: Correspond by text directly from your dashboard
- Personalized client profile: Clients update their contact details themselves, so your record stays current without anyone asking
- Appointment scheduling: clients request or book time according to parameters you set
- Resources: Introduce the staff they'll work with and answer the questions they'd otherwise call about
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A client emails an insurance card and it may live in someone's inbox. When a client provides information through CaseHQ, it becomes part of the case, available to the people and workflows that need it. That means less searching, less re-entry, and less asking clients for information they've already provided.
- Structured from the start: Answers become fields, so plaintiff fact sheets and administrative forms populate from what the client already provided
- Questionnaires: Send secondary questionnaires and supplemental packets through the portal instead of the mail
- E-signature: Clients can sign without ever leaving the app
- Document upload: Files arrive attached to the case rather than to an inbox
- Multiple cases, one login: A client with more than one matter manages all of them in the same place
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CaseHQ automatically reminds clients about outstanding tasks and gives your team visibility into who may need additional support. Routine follow-up happens automatically, while your staff can step in when a client needs personal attention.
- Automatic reminders: Follow-ups continue until the task is complete
- Segmented outreach: Message a targeted group of clients at once, or one client directly
- Caseload insights: See where the whole case stands, not just one client's task list
Message
Your Law Firm
Jul 17, 2026 at 11:02 AM
You
Jul 17, 2026 at 11:18 AM
Your Law Firm
Jul 17, 2026 at 11:21 AM
You
Jul 17, 2026 at 11:30 AM
Files
- HIPAA-authorization.pdf Signed, Jul 17, 2026
- Insurance-card.jpg Uploaded, Jul 17, 2026
- Provider-list.pdf Uploaded, Jul 17, 2026
- Accident-photos.jpg Uploaded, Jul 16, 2026
- Medical-authorization.pdf Signed, Jul 16, 2026
Home
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case quickly, so let's get started!
17 %
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on your case. Completing these documents in a timely manner is extremely important.
View TimelineUpdates
All UpdatesBuilt around the way plaintiff firms serve clients
79%
of law firms surveyed do not offer clients online case-status updates.1
A plaintiff client should not have to wonder what is happening with their case. Personal injury clients may need consistent, one-to-one communication over months. Mass tort claimants may need that same reassurance for years. The caseload changes. The standard of client care shouldn’t.
CaseHQ is built to help plaintiff firms deliver a high-touch, empathetic client experience without turning every update, request, and reminder into another manual task. Clients have one secure place to see case updates, communicate with their legal team, complete tasks, and provide documents. Your firm gets the tools to keep that experience personal whether you are managing individual cases or communicating across a large litigation caseload.
High-touch client care shouldn’t require high-touch administration.
1 American Bar Association, 2023 Websites & Marketing TechReport. The ABA reports that only 21% of surveyed firms offer case-status updates online or through their websites.
Complete case files, fewer deficiencies
Collect the information your case needs directly from the client, and structure it when it enters the system, not when a deadline is approaching.
Verified contact information
Email and phone information can be confirmed during onboarding, helping your firm maintain reliable ways to reach clients throughout the case.
Verified providers
Clients select treaters, facilities, and pharmacies from a healthcare database with confirmed contact details, so records requests reach the right office.
Phase-based collection
Document requests fire at the workflow stage where they're needed, which is why they get completed instead of ignored.
Engagement visibility
Reporting shows which clients are responding and which have gone quiet, before a deficiency notice tells you.
Three ways in, one case record
However clients access CaseHQ, your team works from the same connected case information.
Web portal
Give clients the same secure CaseHQ experience from any browser, with no app download required.
CaseHQ
Sign in
Your Law Firm client portal
you@email.com Password Sign inCaseHQ
Sign in
Your Law Firm client portal
denise@email.com •••••••• Sign inHome
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case.
Complete tasksCurrent status
Onboarding
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This headline and subhead are still being written.
Timeline
Motor vehicle accident
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Onboarding
Now Done
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Records
Next Now Done
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Litigation
Later Now Done
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Resolution
Later Now
Set the milestones
Custom timelines by practice area or litigation, so clients see milestones that reflect the path their own case will take.
Resources
Your Law Firm
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Alex Kim
Your attorney
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Jordan Hale
Case manager
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What to expect
While your case is active
Curate the resources
Share firm background, introduce the staff a client will work with, and set expectations for an active case.
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This card is still being written.
Start where your firm is today
You don't have to wait for new clients or start from scratch. CaseHQ makes it easy to bring existing clients into the portal and connect their experience to the broader SimplyConvert platform.
Bring your caseload in
Upload your current clients and start inviting them the same week. You don't have to wait for new intakes to begin using the portal.
Connect to the SimplyConvert platform
CaseHQ Client Portal works directly with SimplyConvert's Client Management System and connected products. Information clients provide through the portal becomes structured case data that can carry forward into workflows, documents, communications, and other processes.
Keep control of your data
Your clients' information is your firm's, including everything they submit through the portal.
One client experience, built to work at any scale
Whether you're managing individual personal injury cases or thousands of clients across a mass tort, every client deserves a clear, consistent way to stay connected to their case.
Mass tort
Collect signatures, records, and provider details across an entire inventory at once, and stay reachable through years of litigation.
Personal injury
Build the kind of relationship that produces referrals, with a direct line to the legal team and updates that arrive before anyone thinks to ask.
What firms ask before choosing CaseHQ
The questions that come up in almost every client portal evaluation.
Still have a question?
Walk through both sides of the product with us: the app your clients would carry and the dashboard your team would work from.
Will our clients actually use it? +
This is the right question to ask, and it's why onboarding is built into the product rather than left to your staff. A client is walked through what the portal does the first time they open it, tasks arrive with push notifications, and reminders continue automatically until something is complete. Clients who won't install an app use the web portal instead, with the same experience in a browser.
Does this mean we stop talking to our clients? +
Usually the opposite. CaseHQ reduces the routine status checks and reminders that consume your team's time, creating more room for the conversations where clients actually need a person.
How does what a client enters get into our case file? +
Directly, as structured data. Answers become fields on the case rather than attachments to read later, which is what lets medical authorizations, questionnaires, and plaintiff fact sheets populate from information the client already gave you.
Can we run different timelines for different litigations? +
Yes. Timelines are built around the workflow your firm uses for each litigation, so clients see milestones that match the case they're actually in.
What about a client with more than one case? +
They manage every matter from the same login, and your team sees each case separately.
How do we know who's engaged and who's gone quiet? +
Engagement reporting shows completion and activity across your inventory, so a client who has stopped responding surfaces while there's still time to do something about it.
We already have active clients. How do they get into the portal? +
A CSV upload brings your existing caseload in at once, and clients are invited from there. You don't have to wait for a new intake to start using it.
Trusted by plaintiff firms like yours
“The ability to send personalized video updates to all our clients via email has been a game-changer. This not only enhances our client communication but also fosters a stronger attorney-client relationship. Clients appreciate the transparency and regular updates, creating a sense of trust and confidence in our firm.”
Sean T. Keith
Attorney/Owner, Keith Law Group
“Jessie and the SimplyConvert team have taken case acquisition to an entirely new level. The platform is incredibly easy to understand and use with reports on leads and signed cases at our fingertips at any time. Integration with our firm's case management system was quick and pain-free. With its easy, cost-effective platform run by honest, hard-working professionals, SimplyConvert is really a no-brainer.”
Paula Bliss
Co-Founder / Partner, Justice Law Collaborative
“King Law Firm began working with Simply Convert in August of 2022. We implemented their platform for our Camp Lejeune claims from initial client intake to case management. We found the program to be user-friendly and an effective way to sort our client database.”
Ken King
Partner, King Law Firm
Give your clients a better experience
Keep clients informed, engaged, and connected to your firm from the first task through final resolution.