AI-Enhanced Client Collaboration, Done Right
Unify your client interactions - from consultation to a successful resolution, all within a single digital hub.
No credit card required!
+500
professional firms, practices, and agencies are actively using the tool
50%
reduction in time to intake new clients declared by our users
25%
increase in client load capacity per staff
Simplifying tools for clients
Streamlined onboarding process
Clear and effective communication
Enhance Your Client Collaboration Experience
Navigating the complexities of client collaboration can be challenging. From streamlining the onboarding process, requesting documents, ensuring clear communication, and minimizing the need for multiple tools, we understand the nuances involved.
Discover the Benefits
CaseActive is designed to address these specific challenges, providing a seamless and intuitive experience in client interactions, media/document handling, and case management.
Speed Matters
Prioritize precision and expedite your new client onboarding process. CaseActive empowers you to focus on what's most important: delivering unparalleled service.
Safeguard Your Reputation
Employ a meticulously designed, error-resistant system. You can reduce risk and build credibility by ensuring no detail is overlooked.
Client Satisfaction Drives Success
Offer impeccable, seamless experiences that retain clients and position them as advocates, enhancing referrals and loyalty.
Elevate Team Productivity
Refine your operational processes to efficiently manage higher client volume, ensuring your team excels without sacrificing quality.
Customize Your Experience
CaseActive is designed to cater to a diverse array of industries.
Everything you need, all in one place
Streamline processes, foster client relationships, and manage every project detail seamlessly.
Feed - Effortless Communication
Stay in touch with your clients effortlessly through our intuitive feed feature. Keep everyone on the same page and ensure smooth collaboration.
Events - Stay Organized
You and your clients will never miss an important event or deadline again! Our event feature enables you to create events and reminders, helping you and your clients stay organized and on top of key dates and tasks.
Forms - Simplify Data Collection
Streamline information-gathering with our forms feature. Easily collect vital client data, simplifying the onboarding and information-sharing process.
E-signs - Secure Signatures
Seal the deal swiftly with our signs feature. You can sign documents securely and efficiently, including contracts, agreements, or approvals.
Invoices - Effortless Payments
Bid farewell to payment hassles! Our invoice feature lets you conveniently collect payments. We also offer a view-only invoice option, simplifying financial transactions for both you and your clients.
Notes - Comprehensive Client Records
Keep detailed notes about your clients using our notes feature. Enhance your client relationships by always having essential information at your fingertips.
Tasks - Task Management Made Easy
Boost productivity and accountability with our tasks feature. Create, assign, and track tasks effortlessly, ensuring nothing falls through the cracks.
Convo - Face to Face, Anywhere
Enjoy the convenience of video conference calls with our convo feature. Connect with clients instantly so you and your team will never miss meaningful discussions. Our recording feature also allows you to revisit these crucial conversations.
And many more...
Check all the features and meet our tool closer.
Why Users Love Us
Real testimonials from real CaseActive users
Multi-Language Tool
Unlock global potential with CaseActive's support for 70+ languages. Ensure fluent communication with clients, no matter their location, in their language.
