The Case Status Experience Operating System
One system to manage the full experience your law firm delivers between signing a client and earning their referral.
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You are trying to solve for X.
Most firms promise to provide a client-centered experience. Now staff can deliver exceptional service with client and case information in one system ready to take action.
Turn firm data into proactive care, better outcomes, and deliver the best legal experience.
For years, firms provided client experience in pieces. A portal here. A messaging tool there. Reviews somewhere else. Every piece solved one problem and created another, and none of them talked to each other.
The Case Status Experience Operating System puts the whole client experience on one layer, fully integrated with the case management system your team already uses. Every message, update, document, NPS survey, and review runs through the same place. And every one of them makes your team smarter and operate faster.
Manage all of your client relationships in one platform.
Triage
Know which case needs you today. The intelligence layer reads signals on every open case and rank orders the case (or client) that need a person most at the top. Reply, resolve, or snooze any blockers from the same screen. Then move down the list to resolve all your triage items.
Call integration
See every client call to get a full view of the client journey. Calls stop living in voicemail boxes and personal notes. They land on the case, alongside any messages, documents and updates, giving you a holistic view of the full client journey.
SeerTM - Insights Agent
Ask Seer anything about your own data and get an answer. Seer is the AI agent that gathers all your data and serves up insights with actionable next steps. Ask it about one case or your whole firm and it builds the answer from your firm’s data and any client interactions — no complicated dashboards to parse through.
Reviews
Turn satisfied clients into public proof with reviews and referral tracking. NPS surveys ask a simple satisfaction question at every stage, spot the clients most likely to recommend you, and make the review request at the moment they are most likely to say yes. No awkward conversations and no relying on staff to remember. Marketing teams can manage the review flow from one place and even assess fake reviews impacting online reputation.
Don’t Take It From Us, Hear It From Our Users
The way a million clients experience the law.
Frequently Asked Questions
It is the single system that runs your firm's entire client experience, from the first message after signing to the review request after the case closes. It connects to your case management system, handles client communication, measures satisfaction, and uses Client Intelligence™ to tell your team what needs attention next.
No. It is the platform every Case Status firm runs on.
Yes, if you are on Clio, Litify, MyCase, FileVine, SmartAdvocate, Neos, CASEpeer, SmokeBall, Salesforce, PracticePanther, CoCounselor, MerusCase, Docketwise, or Prevail. Custom case management systems are supported too.
No. Clients use the same mobile app and they get in by text message with no password.