See exactly what your clients see

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Welcome

See it from your client’s side

A quick walk through the app your clients use, one screen at a time. Use Next to get started.

Home screen

Your firm on their phone

Not a shared CasePulse app that every firm’s clients log into. Your own listing in the App Store, your firm’s icon and brand.

Before sign in

One tap away

Call the office, get directions, or find you on social right from your app.

Sign in

One tap, no password to forget

No portal URL to hunt for, no password for your paralegal to reset. Clients get in with a tap and stay signed in.

Case feed

They message the case

Staff can post updates right from the case management system, where the work already happens.

Case feed

Clients respond

Client replies route to the right person on your team, timestamped and logged to Notes automatically.

Case progress

Clients see exactly where their case stands

Progress syncs automatically from your case management system. A clear view of case status with zero extra portal management for your team.

Case feed

Update clients without extra work

Clients receive relevant updates automatically, as a byproduct of the work your team is already doing on their case.

Case feed

One tap, and it’s on their calendar too

Appointments sync automatically from your case management system. Clients can get reminders for appointments with their attorney or medical provider with no extra step for your team.

Custom pages

There’s more than the feed

Your firm decides what else a client can see — their team, their files, their medical providers — and it all lives one tap away.

Your team

Put a face to the name

Clients see who is working their case and what each person does, which is the difference between a firm and a phone number.

Files

Secure, hassle-free document exchange

Clients upload files or snap a photo of a document right from their phone. Everything they send is collected in one place and lands directly in your case management system.

Custom pages

Answers before they have to ask

Share case details like medical providers, insurance details, or records that remain synced with your case management system.

Custom pages

Ask for exactly what you need

Prompt clients for missing or additional information about their treatment, right inside the page they’re already looking at.

Custom forms

Stop the back-and-forth

Ask once, get it all. Standardize client requests with one clear form instead of a string of calls and emails.

Client reviews

Drive referrals and grow social proof

Five star answers drive clients to share their review on your public Google page. Anything less comes to you, so you hear about it first.

What’s next

That’s a glimpse of the client’s experience

The rest of the story, how we integrate with your case management system and existing processes, is just as important.