Client Journey Toolkit
Connect and orchestrate all the steps in the client journey with ease
Client Journey Toolkit
Connect and orchestrate all the steps in the client journey with ease
CLIENT JOURNEY TOOLKIT
Connect and orchestrate all the steps in the client journey with ease.
REQUEST DEMO
AUTOMATION CONFIGURATION
Tailor Journeys to Client Needs
Configure automation settings, logic points, delays, and more to personalize the client journey based on their interactions and needs.
Create a seamless experience by automating routine tasks and communications.
AUTOMATION CONFIGURATION
Tailor Journeys to Client Needs
Configure automation settings, logic points, delays, and more to personalize the client journey based on their interactions and needs.
Create a seamless experience by automating routine tasks and communications.
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
Client Action
Signature Request
[Pending Review] to [Approved]
Status Change
Attorney Action
Add Task
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
Client Action
Signature Request
[Pending Review] to [Approved]
Status Change
Attorney Action
Add Task
VISUAL WORKFLOW BUILDER
Visualize the Client Journey
Create a visual representation of your workflow to see the entire client journey at a glance.
Use blocks and paths to map out each step, making it easy to understand and manage.
REQUEST DEMO
VISUAL WORKFLOW BUILDER
Visualize the Client Journey
Create a visual representation of your workflow to see the entire client journey at a glance.
Use blocks and paths to map out each step, making it easy to understand and manage.
REQUEST DEMO
Tailor Journeys to Client Needs
AUTOMATION CONFIGURATION
Configure automation settings, logic points, delays, and more to personalize the client journey based on their interactions and needs.
Create a seamless experience by automating routine tasks and communications.
[Subject line]
Send Email
[3 days 20 hours] after reminder ends
Delay
[Pending Review] to [Approved]
Status Change
Client Action
Signature Request
Attorney Action
Add Task
Visualize the Client Journey
VISUAL WORKFLOW BUILDER
Create a visual representation of your workflow to see the entire client journey at a glance
Use blocks and paths to map out each step, making it easy to understand and manage
REQUEST DEMO
JD
Log Out
Contact Information
Prefix
Mr.
First Name
John
Middle Name
-
Last Name
Doe
Phone
123-456-7890
Jdoe@casecompass.com
Address
Date of Birth
Company
Client Intake Form
View all history
Has your bank charged you unfair or illegal overdraft fees?
Yes
Please provide your contact information.
Name: John Doe
Phone: 123-456-7890
Email: JDoe@casecompass.com
In a few sentences, please describe...
Streamline Client Communications
ENHANCED CLIENT INTERACTIONS
Ensure all interactions are recorded and managed efficiently
Use automation to keep clients informed and engaged throughout their journey
Maintain a consistent and professional flow, enhancing client satisfaction and retention
JD
Profile
Personal Information
JD
Upload Image
Profile Image
First Name
John
Last name
Doe
Email Address
Email Address
Timezone
Eastern Standard Time (GMT-5)
Password Management
Password Reset
Reset Password
Log Out
Notifications
Latest
Mark all as read
John Doe completed the signature request on document Please_signed.doc
Today 09:14 am
Today 07:14 am
Today 09:14 am
Today 09:14 am
Go to Notification Center
User Profile
JD
John Doe
Johndoe@gmail.com
Edit User Profile
CLIENT PORTAL
COMING SOON
A Hub for Client Engagement
Centralized access for clients to view and manage their cases
Securely exchange documents, forms, and messages with legal staff
Track case progress, receive updates, and schedule appointments
Enhanced collaboration and transparency to improve client satisfaction
ENHANCED CLIENT INTERACTIONS
Streamline Client Communications
Ensure all interactions are recorded and managed efficiently.
Use automation to keep clients informed and engaged throughout their journey.
Maintain a consistent and professional communication flow, enhancing client satisfaction and retention.
ENHANCED CLIENT INTERACTIONS
Streamline Client Communications
Ensure all interactions are recorded and managed efficiently.
Use automation to keep clients informed and engaged throughout their journey.
Maintain a consistent and professional communication flow, enhancing client satisfaction and retention.
JD
Log Out
Contact Information
Prefix
Mr.
First Name
John
Middle Name
-
Last Name
Doe
Phone
123-456-7890
Jdoe@casecompass.com
Address
Date of Birth
Company
Client Intake Form
View all history
Has your bank charged you unfair or illegal overdraft fees?
Yes
Please provide your contact information.
Name: John Doe
Phone: 123-456-7890
Email: JDoe@casecompass.com
In a few sentences, please describe...
JD
Log Out
Contact Information
Prefix
Mr.
First Name
John
Middle Name
-
Last Name
Doe
Phone
123-456-7890
Jdoe@casecompass.com
Address
Date of Birth
Company
Client Intake Form
View all history
Has your bank charged you unfair or illegal overdraft fees?
Yes
Please provide your contact information.
Name: John Doe
Phone: 123-456-7890
Email: JDoe@casecompass.com
In a few sentences, please describe...
JD
Profile
Personal Information
JD
Upload Image
Profile Image
First Name
John
Last name
Doe
Email Address
Email Address
Timezone
Eastern Standard Time (GMT-5)
Password Management
Password Reset
Reset Password
Log Out
User Profile
JD
John Doe
Johndoe@gmail.com
Edit User Profile
Notifications
Latest
Mark all as read
John Doe completed the signature request on document Please_signed.doc
Today 09:14 am
Today 07:14 am
Today 09:14 am
Today 09:14 am
Go to Notification Center
JD
Profile
Personal Information
JD
Upload Image
Profile Image
First Name
John
Last name
Doe
Email Address
Email Address
Timezone
Eastern Standard Time (GMT-5)
Password Management
Password Reset
Reset Password
Log Out
User Profile
JD
John Doe
Johndoe@gmail.com
Edit User Profile
Notifications
Latest
Mark all as read
John Doe completed the signature request on document Please_signed.doc
Today 09:14 am
Today 07:14 am
Today 09:14 am
Today 09:14 am
Go to Notification Center
CLIENT PORTAL
COMING SOON
A Hub for Client Engagement
Centralized access for clients to view and manage their cases.
Securely exchange documents, forms, and messages with legal staff.
Track case progress, receive updates, and schedule appointments.
Enhanced collaboration and transparency to improve client satisfaction.
CLIENT PORTAL
COMING SOON
A Hub for Client Engagement
Centralized access for clients to view and manage their cases.
Securely exchange documents, forms, and messages with legal staff.
Track case progress, receive updates, and schedule appointments.
Enhanced collaboration and transparency to improve client satisfaction.