Case Status - Streamline Communications & Grow Your Firm
Leading mobile client engagement software for law firms who care about clients, the bottom line & firm growth.
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Description
Case Status is the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Smokeball will radically transform how easily you can engage with your clients in a more delightful way and driving business growth.
The integration between Smokeball and Case Status will sync case information between the two platforms. Cases defined within Smokeball will bring over (at a minimum) client info (with phone number) and the primary attorney. The case information can also include the practice area and stages if set up in Smokeball (recommended). With this integration in place (and Case Status platform configured), updates made in the case flow directly to the client user on their smartphone via the app (including push notifications) or SMS text if the App has not been accessed. When the client sends a message or a document from the smartphone (via the app or SMS text) this will be stored in Smokeball in the notes section and documents section, respectively.
The integration between Smokeball and Case Status will sync case information between the two platforms. Cases defined within Smokeball will bring over (at a minimum) client info (with phone number) and the primary attorney. The case information can also include the practice area and stages if set up in Smokeball (recommended). With this integration in place (and Case Status platform configured), updates made in the case flow directly to the client user on their smartphone via the app (including push notifications) or SMS text if the App has not been accessed. When the client sends a message or a document from the smartphone (via the app or SMS text) this will be stored in Smokeball in the notes section and documents section, respectively.
Media
Features
5-star Mobile App Portal for iOS and Android
Multi-Language & Real Time Translation
Regardless of what language your client speaks, keep communications running smoothly.
On-hold Notices
Get clients back on track when they miss key tasks and dates.
Automations
Design the journey that maximizes the client experience while at the same time minimizing effort by staff including messaging, stage updates, client satisfaction surveys, request for reviews/referrals, checklist items, and much much more.
Mass Messaging
Send messages to all or a large or small subset group of clients. Choose your criteria, your template or custom message and send quickly. Works well to translate into 138 different languages too!
Client Dashboard
Everything you need to know about client engagement including last logins, messages sent and received, checklist items completed and open, and engagement with other tools in the platform.
Branding
Your firms logo, colors and overall brand. This is your App!
Appointments
Send appointments, appointment reminders to your client while also getting direct updates after the appointment is completed.
Track Client Satisfaction
Built in Client Satisfaction surveys and automated playbooks to handle all of the possible responses. Manage what you measure. Intercept your low scores and turn them into raving fans.
Smokeball Integration
Stage updates, documents, messages and much more
Integration Diagrams
Data
Matter Info
Matter Info
Contacts
Contacts
Matter Stages
Matter Stages
Memo Created
Memo Created
Document Created
Document Created
Data
Case Info
Case Info
Contacts
Contacts
SMS to Client
SMS to Client
SMS Received
SMS Received
Document Received
Document Received