Moneyball for Law Firms

See and Understand Your Engagement Data

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Does Engagement Data Fuel Your Firm's Growth?

Track how your staff and clients are engaging with each other. As you use technology to drive engagement, you open the door to a new asset of information that can guide how you manage your team and your clients.

Until now, insight dashboards available to law firms have been anchored in back-office performance like billing, utilization and other internal metrics. With Case Status you can expand insights from the Case Management to the Client Engagement and drive more outstanding results.

“When a client calls with a question about the app, check the client's activity to see what they have been looking at.”

Kathryn Vernon
DirectorMarketing, Communications & Community Outreach,
Daggett Shuler Attorneys at Law
“Love being able to track our client's app activities. Allows me to see that my clients are actively involved with the app and their case.”

Margie Coleman
Paralegal, Mark Thomas Law Firm
From Data to Information to Insights

Case Status is all about turning data into business outcomes
‍‍- Track your "NorthStar" through our success scorecard
- Access detailed metadata to drive awareness, understanding and more-intimate client engagements
- Advanced information will ensure your business outcomes are incremental year after year

"Our team has been loving Client Activity Tracker! Being able to monitor what our clients are doing within the app in an easy to process way has been a game changer. Helps establish if a client has gone completely AWOL on us or just not answering our messages.” - Brittany Green, Connecticut Trial Firm, LLC, Marketing Director
Check Out Client Activity Tracker

Client Activity Tracking

Capture meaningful client engagement information from engagement in the app: when they last logged in, message statistics, & self-service engagement tools used while in the client portal.

Firm Insights

Track your success metrics and your team's overall performance against goals for client adoption, message response time, NetPromoter scores and growth of reviews & referrals.

Advanced Analytics

Take Firm Insights to the next level by outlining a playbook for incremental gains. Whether you are moving from poor to good or from good to great, there are always actions you can take to drive better results.

Client Activity Tracker

Check out a demo of our Client Activity Tracker

Firm Insights

See an Overview of Firm Insights

Client Engagement & Satisfaction

If you are going to radically transform client engagement you need the client information and dashboards that will allow you to track your progress. The Case Status Platform is designed to give you both dashboards and granular data. Your front-line teams will know exactly how engagement is going and this will roll up to management so you can equally track overall brand-level engagement.

Overall Solution and Firm Health

The Case Status promise is fundamentally build on business outcomes and financial ROI. We have mapped out the broad categories and key performance indicators that will help you to measure just how impactful this investment is to your bottom line.

Optimal Staff Peformance

Your team and staff are your greatest asset that drive profitability and productivity for the firm. Ensuring they have what they need to be successful is paramount and this includes data. Providing them key information will hone their use of the Case Status platform. It will also allow management and leadership to coach and develop improvement.