INTEGRATION
Qualified leads are immediately and seamlessly integrated into your CRM or Case Management system. Let Case Compass support outreach and engagement if and where you need it.
INTEGRATION
Qualified leads are immediately and seamlessly integrated into your CRM or Case Management system. Let Case Compass support outreach and engagement if and where you need it.
INTEGRATION
Qualified leads are immediately and seamlessly integrated into your CRM or Case Management system. Let Case Compass support outreach and engagement if and where you need it.
REQUEST DEMO
AUTOMATION CONFIGURATION
Tailor Every Experience
Provide clients with a centralized platform to securely exchange documents, forms, and messages while allowing them to track case progress, receive updates, and schedule appointments.
AUTOMATION CONFIGURATION
Tailor Every Experience
Provide clients with a centralized platform to securely exchange documents, forms, and messages while allowing them to track case progress, receive updates, and schedule appointments.
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
Client Action
Signature Request
[Pending Review] to [Approved]
Status Change
Attorney Action
Add Task
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
Client Action
Signature Request
[Pending Review] to [Approved]
Status Change
Attorney Action
Add Task
VISUAL WORKFLOW BUILDER
Stay Connected
Ensure all interactions are efficiently recorded and managed. Use automation to keep clients informed and engaged throughout their journey, maintaining a consistent and professional communication flow that enhances satisfaction and retention.
VISUAL WORKFLOW BUILDER
Stay Connected
Ensure all interactions are efficiently recorded and managed. Use automation to keep clients informed and engaged throughout their journey, maintaining a consistent and professional communication flow that enhances satisfaction and retention.
Tailor Every Experience
AUTOMATION CONFIGURATION
Provide clients with a centralized platform to securely exchange documents, forms, and messages while allowing them to track case progress, receive updates, and schedule appointments.
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
[Pending Review] to [Approved]
Status Change
Client Action
Signature Request
Attorney Action
Add Task
Stay Connected
VISUAL WORKFLOW BUILDER
Ensure all interactions are efficiently recorded and managed. Use automation to keep clients informed and engaged throughout their journey, maintaining a consistent and professional communication flow that enhances satisfaction and retention.
REQUEST DEMO
YOUR LEGAL TEAM'S TRUE NORTH
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YOUR LEGAL TEAM'S TRUE NORTH
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YOUR LEGAL TEAM'S TRUE NORTH
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YOUR LEGAL TEAM'S TRUE NORTH
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