CaseLoad key features developed with ease of use in mind.

Managing multiple cases, keeping clients up to date on a daily basis and requesting or receiving information at the right time are challenges you face, that we can resolve.

Smart Events have been designed with workflow style automations in mind, without the constraints of a path style workflow. We can bundle up a variety of automations into selectable options within CaseLoad.

Instantly update the event date or status if you are completing a planned event.  Email the event or reply to your client straight from the planned events window. 

Take the guesswork out of your daily tasks with enhanced event management.

With CaseLoad’s Office 365 Outlook integration you can unlock tools to sync and customise client communication. This means you’ll be able to track all client communication and events – from comments to emails – giving you a full record of correspondence for reference.

Capture your client data and all interactions will be much easier with document production templates doing the leg work for you. 

CaseLoads Customer Relationship Management feature helps you to manage interactions with clients and potential clients, build customer relationships and streamline processes.

Avoid copy and paste calamities with easy to access styled templates and options to record the time, create a follow up event reminder and even email direct to the client.

View all documents within a matter. Opens a full screen window which displays the first document within the matter. You can then scroll through the documents from oldest to newest.

Linked with all matter activities, providing automated reminders to ensure important dates (i.e. a court hearing) aren’t missed.

Calculate time spent on specific tasks or a whole project, making the invoicing and billing process easy. Our workflow is automated to track working hours, create invoices and generate reports.

Understand where your leads are coming from and start to measure your conversion rates Then measure the status of leads from your KPI dashboard, showing types of enquiries and what business is being won and lost. 

CaseLoad has the ability to provide you with fully customisable dashboard views, showing recent matter activity, KPI reports and other useful widgets. Access every performance report instantly

Viewing monthly performance and revenue trends is all available on one screen.

Quickly analyse clients onboarded in specific periods, check what work types are most common and see individual fee earner performances on any criteria in one screen.

Easily monitor cash flow performance with the Cashbook accounts section, which has access to client, firm and any other bank accounts you have. See period movements on screen with current balances and track the debit and credit postings on each account.

Keep your matters organised by bookmarking significant events depending on the work type.

Control you own ‘noise’ to enable improved communication to help users manage their workloads and ensure accurate and timely completion of tasks keeping clients happy and processes running smoothly

You can now use DocuSign to complete approvals and agreements in minutes or hours, not days or weeks. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time.

Our integration with Amiqus allows your clients to complete their ID checks from the comfort of their own home and allows you to communicate workflows, risk assessments, and client data using CaseLoad.

Our Bundledocs integration allows you to prepare your case files in your case management system and seamlessly transfer them to Bundledocs to create quality professional briefs, document bundles, reports, eBooks or electronic bundles.


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