Empower Your Business with CaseActive Solutions | Streamline, Collaborate, Scale

Solving For Present And Future Challenges

CaseActive was created to help businesses stay ahead of the curve and address organizational challenges with modern solutions. Our platform offers frictionless collaboration, convenient automation, and improved productivity to help you take your business to the next level.

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If the onboarding process is too complicated, 74% of potential customers will explore other options. CaseActive simplifies your onboarding by automating the initial setup, forms, and other communication processes.

CaseActive is focused on using automation to improve productivity and efficiency. With the ability to automate specific messages if communication is idle, our platform makes seamlessly communicating with clients efficiently and transparently easier.

Often, leaders at organizations spend too much time bringing junior team members up to speed. 75% of employees value collaboration at work as “very important.” Our platform makes it faster for all team members to get updated, collaborate, and stay aligned.

Our Solutions Help You Streamline, Collaborate, and Scale

In today's evolving business world, adaptability and efficiency reign supreme. CaseActive's integrated platform combines simplicity with sophistication, enabling seamless team and client collaboration while preparing you to tackle future challenges head-on.

Events

Stay ahead of the curve with our dynamic Events feature. CaseActive enables you to schedule both events and reminders effortlessly, ensuring that your team is on the same page and your clients remain satisfied.

Forms

Data collection has never been this efficient. Our intuitive CaseActive forms simplify the client onboarding process while also making information exchange seamless and straightforward.

E-signs

Enhance how you seal the deal with our E-sign feature. Instead of the hassle of dealing with paperwork, CaseActive empowers you and your clients to easily sign contracts and approvals, streamlining your workflow and improving productivity

Invoices

Take the complexity out of payments with our easy-to-use Invoices feature. You can also provide clients with view-only options to streamline financial transactions with both clarity and convenience.

Tasks

Our Tasks feature empowers your team to be more productive than ever before. Whether you’re looking to manage, delegate, or hit deadlines, this feature allows CaseActive users to seamlessly create, assign, and monitor tasks.

Convo

Our Convo feature makes it easier for you to facilitate meaningful discussions with both your team members and clients with real-time video calls. Engage in important conversations while also being able to record them to revisit later, ensuring you never miss a valuable moment.

Admin Panel

Experience unparalleled control and oversight with our Admin Panel feature. Navigate a user-friendly dashboard to manage cases, monitor users, adjust permissions, and streamline your operations. Our Admin Panel also empowers you to configure relevant apps and workflows.

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Igniting Innovation Across Industries

Navigating the complexities across various industries, CaseActive seamlessly integrates the tools and features needed for businesses to scale. Here’s how we empower different firms and organizations to stay ahead of the innovation curve

Law Firms

Data Security

Law firms manage delicate client data, with security breaches being a major concern. CaseActive provides strong security features like encryption, secure communications, and user controls to protect client data.

Case Management

Legal case handling and documentation can be daunting! CaseActive’s tools optimize this with tools like document sorting, automatic reminders, and safe document signing.

Clear Communication

Lack of communication is the #1 reason for malpractice at law firms. CaseActive makes it easier for lawyers to both communicate and collaborate.

Client Relations

Clear, prompt attorney-client communication is vital. CaseActive promotes this with a dedicated portal, minimizing client issues and boosting satisfaction.

Architecture Firms

Overcome Project Delays And Cost Overruns

Use our project management and collaboration tools to ensure that projects proceed on budget and within schedule.

Enhanced Client Collaboration

Collaborate closer to align with your client’s vision.

Efficient Document Management

Organize, share, and annotate architectural documents effortlessly, minimizing errors and enhancing communication.

Superior File Storage

Files are securely stored on AWS, with versioned backups. CaseActive is a central file hub for architects, clients, and contractor teams for improved revisions, reviews, and feedback loops.

Therapeutic Practices

Hassle-Free HIPAA Compliance

CaseActive helps you remain secure and protected with our HIPAA-complaint collaboration/documentation tools.

Keep Your Practice Running Smoothly

Our automated appointment reminders help you and your clients stay punctual and professional, all while keeping patients satisfied.

Set Patient Goals

With CaseActive, you can easily create and assign patients to-do tasks to complete outside of their regular sessions.

Track Progress

Our user-friendly notes module makes it easy for practices to log client information and keep tabs on their overall journey.

Agencies & Professional Firms

Eliminate Workflow Bottlenecks

Customize your workflow using our useful features, removing inefficiencies and enhancing productivity.

Scalable and Customizable

CaseActive can be adjusted and tailored to your specific needs, regardless of size or niche.

Simplified Onboarding

Our client onboarding automation tools cut down administrative burdens, making client integration smoother.

Many Solutions, One Platform.

Embrace a platform where efficiency meets adaptability, all in one cohesive platform. CaseActive offers a comprehensive suite of solutions to help you bridge gaps, streamline processes, and deliver outcomes for both you and your clients.