Client and Appointment

A streamlined approach for managing client relationships and scheduling appointments, ensuring efficient service delivery and optimal client satisfaction.

<h4>Client Management

Client Management

Enhance communication and maintain strong client relationships with detailed profiles and robust reporting tools.

  • Enhance Communication & Client Relationships: Maintain strong client relationships through detailed profiles and robust reporting tools.
  • Personalized Client Tracking: Manage client interactions and details for tailored service and stronger relationships.
  • CRM Integration: Track client requests, potential conflicts of interest, notes, and events. Create efficient workflows for client request approvals and automatic Matter creation after approval.
  • Client Dashboard: Get a comprehensive view of all client transactions, including Matters, Cases, Appointments, Invoices, and more.
  • Hearing Updates: Send timely notifications to clients regarding upcoming hearing dates and details.
  • Seamless Appointment Management: Schedule appointments with automated reminders to enhance client engagement.
  • Robust Data Security: Protect client information with advanced security measures to ensure compliance.
  • Customer Type & Group Categorization: Define clients as Company, Individual, or Partnership under Customer Type and Customer Group for organized and efficient management.

Appointments Management

Appointment Management is essential for ensuring that client meetings, consultations, and internal appointments are seamlessly scheduled and tracked. CaseCentral’s module simplifies coordination and execution, promoting efficiency across the firm

  • Customer Appointments: Effortlessly manage and schedule client appointments for smooth communication and efficient service delivery.
  • Lawyer Schedule: Optimize time management and enhance client access with a centralized scheduling system for lawyers.
  • Meeting Room Management: Easily reserve and manage meeting rooms, ensuring a professional environment during client interactions.
  • Appointment Types: Organize meetings effectively by creating and categorizing various appointment types for seamless scheduling.
  • Timesheet Integration: Monitor appointment time and manage lawyer-wise billable hours efficiently, ensuring accurate tracking for each appointment.

<h4>Appointments Management