CaseDataPortal.com is the only service in the world that offers a powerful platform designed to help organizations like yours streamline their prospect and/or client on-boarding process by hosting a live version of your PDF form(s).This service fills the gap where traditional CRMs fall short, providing an efficient and smooth electronic bridge for data collection.
When your process involves clients or prospects filling out PDFs, the Case Data Portal offers an elegant and unparalleled solution.
A key feature of the CaseDataPortal is its intuitive customer portal, which auto-saves data entered by either firm or client in real-time. To enhance clarity and collaboration, client-entered data is displayed in blue, while law firm representative-entered data appears in green, ensuring seamless differentiation. A percentage of completion progress bar shows a compelling and motivating visual indication of progress. An option to prevent a client from overwriting data entered by a firm’s user also helps avoid confusion. Our reminder to complete notification service sends well-timed texts, emails, or both to remind clients to complete the form promptly.
At CaseDataPortal.com, we’re dedicated to driving efficiency, enhancing collaboration, and ultimately, empowering law firms to better serve their clients. Join us in revolutionizing the way legal documents are managed and experienced.
Ready to revolutionize your data capture and document management process? Contact us today to schedule a personalized demonstration of CaseDataPortal.com. See firsthand how our innovative platform can streamline your workflow, enhance collaboration with your clients, and boost efficiency in your practice.
Don’t miss out on the opportunity to experience the power of CaseDataPortal.com for yourself. Reach out to us now to book your demo and take the first step towards transforming the way you manage your case-related documents by completing the form below:
