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CRM
CaseLoads Customer Relationship Management (CRM) feature helps you to manage interactions with clients and potential clients, build customer relationships and streamline processes.
Now you’ll know the status of every client at a glance.
CaseLoad users will be able to see the current status of each potential or retained client and get an overview of the client matter details from a simple dashboard.
Integration with Outlook and text
The ability to email and text the client direct from the matter means you can update them quickly and easily.
Deeper integration with Outlook means not only can you import emails to a matter you can now reply by email instantly from within the matter events window, with or without attachments.
Benefits of Client Communication
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Quick emails to client feedback to an event from Outlook
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Text messages to clients can be sent manually or automated on demand
