CLIENTS
Keep client information, enter rates, email updates and more
Enter special handling instructions and everyone is aware of how the client wants their cases worked. Enter different rates for various clients to ensure billing is properly done. The features are designed to facilitate and improve client satisfaction.
Update Clients
Streamline communication and easily update clients with vital case information.
Run Client Reports
Powerful reports give you an edge. How many cases did XYZ assign last month? How many cases did we get video on?
Client Customization
Customize rates, note protocols or special instructions, assign tasks and manage clients with ease.
