YoCierge2024
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Boost Case Velocity and Value: Navigating the Crossroads of Medical Records and Client Engagement
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About this event
Are You Looking to Speed Up Case Timelines, Boost Case Value, and Enhance Client Satisfaction?
Join us for an insightful webinar where we’ll explore how the intersection of efficient medical records management and effective client engagement can revolutionize your law firm’s operations. Learn directly from the experts how leveraging innovative solutions can help you achieve these goals.
Featured Guests
This webinar brings together leading voices from Case Status and YoCierge, along with special guest Jay Stefani from Levinson Stefani, to discuss how these tools and strategies have already made a significant impact on law firms.
- Optimize Client Engagement with Case Status: Understand how Case Status keeps clients informed and engaged, leading to better client relationships and higher satisfaction rates.
- Revolutionize Record Retrieval with YoCierge: Discover how Case Status’ newest Certified Expert, YoCierge, utilizes seamless integration with case management systems and an extensive network of medical providers to allow for instant record downloads—saving time and costs while ensuring compliance and security.
- Real-World Success with Levinson Stefani: Hear from Jay Stefani of Levinson Stefani about how integrating Case Status and YoCierge into their operations has transformed their firm’s efficiency, from accelerating case timelines to improving the overall client experience.
Key Takeaways
- Unlock New Strategies: Learn how to combine effective client engagement with streamlined medical records management to enhance your firm’s performance.
- Gain Real Insights: Hear directly from a law firm that has successfully implemented these solutions and see how it can work for you.
- Interactive Experience: Participate in a live Q&A session and connect with industry experts.

Other Events
This is our quarterly Client Engagement Innovation Webinar Series. We review recent enhancements & focus on the use cases that drive client engagement. Whether you are a firm already using the Case Status Solution or one that is exploring it, this is a great place to see first hand the technology innovation that is unique to our team.
Seeing success in Case Status but ready to take it to the next level? Join us for a value-packed session where we’ll walk you through must-have automations to streamline your workflow, how to make the most of your Your Teams tab, and why leveraging appointments can dramatically improve client engagement and firm efficiency.
Discover how Sheila Hiestand, a solo practitioner who frequently goes head-to-head with massive law firms, is using tech like Neos, Case Status, and others to outpace the Am Law 50. In this fast-paced webinar, Sheila shares how automation, AI, and client portals help her and her staff deliver top-tier results without the burnout. Walk away with real-world strategies to scale your firm, wow clients, and win. The best part? No massive team required!