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Description
RECORD is an innovative personal injury application designed to assist clients in enhancing the value of their cases. With features ranging from automated onboarding processes to comprehensive tracking of treatments, RECORD empowers users to efficiently handle each case with effectiveness. It effortlessly integrates with your existing case management platform, serving as a centralized hub for monitoring both cases and treatments. Additionally, any information inputted into the RECORD app is automatically synced with your preferred case management systems, ensuring a smooth workflow. This streamlined approach not only saves time but also helps in maintaining accurate records throughout the legal process.
Description
Efficiently manage service tasks, keep clients informed, generate proofs, facilitate online payments, and much more. Begin by launching a new job and inputting the necessary information, which will seamlessly integrate across different job phases. Save your attempts and service specifics, while selecting which events you wish to communicate with the client. The details of the job and services will be reflected in the template you choose. After reviewing or making edits, you can print and sign the documentation. Monitor your services from initiation to completion, entering data only once to save time as information automatically flows through each service's lifecycle. You can also send email alerts or invite clients to create a free account, enabling them to enter services, upload documents, and check their status without needing to contact you. Streamline your payment process by enabling clients to pay directly from the invoice online, reducing the time and effort required for payment collection. Enhance transparency by incorporating GPS data into your serves, as many clients are now requesting this information, and it is a requirement in certain court cases. This efficient system will ultimately lead to improved client satisfaction and a more organized workflow.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
AWeber
No
Asana
No
Box
No
Dropbox
No
Google Calendar
No
Google Docs
No
Google Drive
No
Google Forms
No
Mailgun
No
Microsoft 365
No
Integrations
AWeber
Yes
Asana
Yes
Box
Yes
Dropbox
Yes
Google Calendar
Yes
Google Docs
Yes
Google Drive
Yes
Google Forms
Yes
Mailgun
Yes
Microsoft 365
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
RECORD
Founded
2022
Country
United States
Website
www.recordclient.com
Vendor Details
Company Name
ServeManager
Founded
2010
Country
United States
Website
www.servemanager.com
