In-House Optimization

In-House Optimization

Fully Optimize Case Status

Let our optimization team zero in on the features that are most valuable to you and we'll get your team fully optimized in the Case Status Platform.

Expert Service Offering

Optimization

Fully Optimize Case Status

Build automations, drive client adoption, better utilize management controls, lock down access and security, and more

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“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 40,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.