CASEpeer's Client Experience feature is designed to transform every client interaction into a positive experience. It provides tools such as texting, e-signatures, intake forms, and a secure client portal to support clients with accessible information and communications from intake to settlement. The client portal empowers clients with the ability to receive messages, view firm contact information, and stay updated on their case. Integrated texting allows communication without sharing personal cell phone numbers, and e-signature functionality manages contracts and agreements efficiently. Email communications are saved directly to cases for easy access. CASEpeer aims to streamline client intake, improve communication, and keep clients informed, ultimately enhancing client satisfaction and firm productivity.

Features:

• Client portal: Empower your clients with the ability to receive messages from your team, view your firm’s contact information, and more.
• Intake window: Streamline new client intake and gather critical information from the very first call with integrated text and email messaging.
• Texting: Communicate with clients using in-app text messaging so you can send and receive texts from clients without giving out a personal cell phone number.
• eSignature: Our electronic signature functionality allows you to manage contracts, contingency fee agreements, and releases from CASEpeer.
• Email: Communicate with clients through CASEpeer and save communications directly to your cases. Then view your message history directly from the case.