CaseUpdate Bot
Automated client communication and case status updates
❌ The Problem
- →Clients constantly call asking for case updates
- →Staff spends hours on status update calls
- →Important milestones go uncommunicated
- →Client satisfaction suffers from poor communication
- →No visibility into client engagement
✅ The Solution
- →Automatic notifications at every case milestone
- →Clients check portal instead of calling
- →Proactive updates reduce inbound inquiries
- →Multi-channel (email, SMS, portal) communication
- →Track which clients engage with updates
How It Works
Milestone Mapping
Define case stages and triggers
Template Setup
Create message templates per stage
Auto-Trigger
Updates sent at each milestone
Multi-Channel
Email, SMS, and portal notifications
Engagement Track
Monitor client interaction
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
Litigation Firms
Long case lifecycles
Immigration Practices
Complex status updates
PI Firms
High client volume
Pricing
$997
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom configuration tailored to your workflows
Integration with your existing tools
Testing, training, and documentation
30 days post-launch support
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