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.
- Centralized Client Management
- Client Access Hub
- Customizable Workflows
- Document & Data Handling
- CRM Integration
- Enhanced Communication
Package options to meet your firm’s needs
STARTER
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
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*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
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PREMIUM
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.
Assign tasks directly through CaseHQ and ensure that clients know exactly what is required, reducing delays and improving the efficiency of case management.
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
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
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
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.
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
SimplyConvert provides a range of services including automated client intake, client relationship management (CRM), referral platforms, client portals, reporting dashboards, and data management.
The platform automates and streamlines client intake, reducing errors and improving client satisfaction by ensuring quicker and more accurate responses to potential clients.
SimplyConvert offers tools like live chat replacements, contact form replacements, call center integration, and conversational landing pages to enhance efficiency in case management.
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.
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.
Schedule Demo