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Description
At Case Status, we recognize that your law firm's success hinges on client satisfaction. Your clients are your most valuable asset, and the experience you provide can make a significant impact. Without effective communication, you may miss potential concerns and the risk of client turnover. That's where Case Status excels in client focus.
We present a comprehensive Client Engagement Software, ensuring your clients stay informed and engaged in a manner that suits them, simplifies the life of your staff and aligns with your firm's growth needs. Our top-rated mobile app is designed for simplicity and user-friendliness. Through automation, artificial intelligence and seamless integration with your case management software, our solution optimizes communication processes, saving you time while delivering enhanced value and accessibility for your clients.
With Case Status, you'll closely monitor client satisfaction and proactively foster firm growth through positive reviews and referrals. Our tailored SaaS platform addresses all your firm's client satisfaction needs, empowering you to achieve your goals and elevate your client experience to unprecedented heights.
Description
Market Intelligence technology compiles, organizes, and delivers crucial insights tailored to your NMLS, enabling mortgage professionals to enhance their effectiveness. With your Personalized Data, we can provide you with matches to potential referral partners, allowing you to network effectively and cultivate new connections. Experience a data-driven approach that stands out in the mortgage sector. Uncover and connect with fresh real estate agents in your area while establishing a targeted engagement funnel for potential referral partners. Although forming relationships with new referral sources can be labor-intensive, TrustStar streamlines this process by helping you focus on key metrics such as loan volume and available listings, ultimately crafting a dynamic referral list to maximize your prospecting efficiency. By leveraging TrustStar, you can stay ahead by responding proactively to real-time data that influences your business, thereby securing a competitive advantage in your field. Unlock new revenue streams and opportunities through actionable insights and emerging trends, as TrustStar ensures you receive timely notifications about the most pertinent information relevant to your success. This comprehensive approach not only enhances your networking capabilities but also fosters sustained growth in your professional relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
8am CasePeer
Yes
8am MyCase
Yes
Assembly Neos
Yes
Clio
Yes
CoCounselor
Yes
Filevine
Yes
Litify
Yes
MerusCase
Yes
NuLaw
Yes
Salesforce
Yes
Integrations
8am CasePeer
No
8am MyCase
No
Assembly Neos
No
Clio
No
CoCounselor
No
Filevine
No
Litify
No
MerusCase
No
NuLaw
No
Salesforce
No
Pricing Details
Pricing is dependent on many factors - please contact us to get a custom quote.
Free Trial
No
Free Version
No
Pricing Details
$49.99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Case Status
Founded
2018
Country
United States
Website
casestatus.com
Vendor Details
Company Name
TrustStar
Country
United States
Website
www.truststar.ai/
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
No
Contract Management
No
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No
