Stop Losing Clients To Silence
CaseActive gives PI and mass tort firms a white-labeled, AI-assisted client portal that automates updates, ends status calls, and keeps every claimant informed from intake to settlement.
No credit card required!
65%
reduction in client churn from silence
500+
pi & mass tort firms trust CaseActive
30%
more client capacity without adding staff
Simplifying tools for clients 
Streamlined onboarding process 
Clear and effective communication 
Are Your Clients in the Dark?
Delay and neglect are top client complaints about attorneys, and traditional portals only make it worse: clunky, unbranded, and firm-focused. CaseActive changes that with your branded portal and automated updates like case milestones, idle case check-ins, and birthday messages, so your clients always know you're there.
Built for Your Firm
From solo attorneys managing 50 cases to mass tort firms with thousands of claimants, CaseActive handles the client communication layer so your team doesn't have to.
No More Status Calls
The average PI firm fields dozens of "what's going on with my case?" calls every week. CaseActive sends automatic milestone updates so clients stay informed without your staff lifting a finger.
Your Brand, Not Ours
Every client touchpoint, the portal, the emails, the SMS updates, carries your firm's logo and colors. Clients feel closer to you, not to a third-party software company.
Handle Thousands of Claimants
Mass tort firms can segment claimants by MDL, blast announcements in seconds, and manage intake at scale without adding headcount.
Clients Refer More
Silence is the number one reason PI clients don't refer friends and family after settlement. Consistent updates keep your firm top of mind long after the case closes.
Set Up. Automate. Retain
How CaseActive Works in 4 Steps
01
Make it yours in minutes.
Upload your logo, set your firm's primary colors, and connect your custom domain. Your clients will see your brand, not ours, building trust from the very first login.
02
Define your milestones.
Set custom triggers for every case stage. Whether it's "medical records requested", "demand sent", or a happy birthday message, CaseActive sends automatic SMS and email updates so your clients are never in the dark.
03
Add your cases & clients
Securely sync your existing cases from your case management platform, or use CaseActive as a standalone. Simply select the clients you want to invite, and they'll receive an instant, secure magic link to access their dashboard.
04
Firm in control, clients stay in touch
Your clients track their own progress, upload documents, and message your team directly in the portal. You get a "calm" office while your clients get the transparency they deserve.
Why Firms Love Us
Don't Take Our Word for It
Everything Your Firm Needs
Every tool your firm needs to keep clients informed, cases moving, and running without the chaos.
Milestone Automation - Always One Step Ahead
Set custom triggers for every case stage and CaseActive automatically notifies your clients. No manual follow-up, no missed touchpoints, no status calls.
Client Activity Feed - Effortless Communication
Keep every client informed through a branded activity feed that goes out under your firm's name. Clients always know where things stand without picking up the phone.
Mass Claimant Blasts - Reach Thousands in Seconds
Send announcements to your entire claimant list or a specific MDL segment in one click. What used to take your paralegal hours now takes thirty seconds.
Custom Intake Forms - Capture Everything from Day One
Collect the right client information from the moment they sign on. Fully customizable forms that fit your intake process, not the other way around.
E-signs - Secure Signatures
Get contracts, agreements, and approvals signed without chasing clients down. Secure, legally binding, and done in minutes.
Invoices - Effortless Payments
Send invoices and collect payments directly through the portal with Stripe. Every transaction is tracked and visible to both your firm and your client.
Events - Stay Organized
Create events and reminders so your clients never miss a deadline, appointment, or hearing date. Everyone stays on the same page.
Notes - Comprehensive Client Records
Keep detailed notes tied to every client and case. Essential information is always at your fingertips when you need it most.
Tasks - Task Management Made Easy
Create, assign, and track internal tasks without leaving the platform. Nothing falls through the cracks, and your team always knows what's next.
API & Webhooks - Works With What You Already Have
Connect CaseActive to your existing case management system so client updates go out automatically. No double entry, no extra steps for your staff.
And many more...
Check all the features and meet our tool closer.
Serve Every Client, Regardless of Language
Your portal automatically translates into 70+ languages so every client reads updates in their own language. No extra steps for your staff, no language barrier between your firm and your clients.
