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Empowering Law Firms & Their Clients: Simplifying PDF Form Data Collection, Completion, Signing and Management, One Case at a Time.

Welcome to Case Data Portal

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About CaseDataPortal.com

CaseDataPortal.com is a cutting-edge solution redefining how law firms manage their case-related data gathering, form filling, and document signing needs and workflows. At CaseDataPortal.com, we facilitate seamless collaboration between law firms and their clients by providing a comprehensive web portal for viewing and editing digitized versions of essential case-related forms.

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Our Services

Digitizing Forms

We specialize in digitizing various types of forms, including intake forms, client profile sheets, and fact sheets for mass tort cases. By converting these forms into dynamic HTML pages, we make them easily accessible and editable through our secure online portal. This prevents sending clients PDFs they may be ill equipped to complete in an efficient manner.

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Uploading Client Data From Your Case Management System

Law firms can easily upload client data using CSV template files, allowing lessening the burden of their clients to enter data the firm already has on file.

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Data Entry and Collection

Our platform facilitates seamless data entry and collection by providing intuitive interfaces for both clients and law firm representatives. Clients can conveniently input their information, while law firm representatives can efficiently collect and manage the data in real-time. This allows you to download and better organize case data making your process more efficient.

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Data Transposition Back onto Forms

We offer the unique capability to transpose collected data back onto the original PDF forms. This ensures data integrity and compatibility with existing document formats, making it easier for law firms to integrate the collected data into their case management systems. You can also use these filled in forms to easily gather signatures from various parties.

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Signing Completed Forms

With our native e-signature solution, law firms can securely send completed forms for signature to clients and other relevant parties. This feature streamlines the finalization process making it easier for administrative staff to complete tasks.

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Downloading Data Collected as CSV

Law firms can easily download collected data as CSV files, allowing for seamless integration into their case management systems and further analysis.

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Custom Digitization Service

Have a specific form or document that needs digitizing? Our Custom Digitization Service is here to help. Whether it's a PDF, Word document, or any other format, we can seamlessly integrate it into the CaseDataPortal.com process, making your workflow more streamlined and efficient. Simply provide us with your document, and we'll take care of the rest, ensuring that it becomes an integral part of our platform for easy access and editing. You now have an easy way to digitize your custom data gathering process.

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Our Mission

Our mission at CaseDataPortal.com is to simplify and streamline the data collection and document management process for law firms and their clients. Unlike traditional methods that involve cumbersome paperwork, our innovative approach involves digitizing source PDF documents, such as fact sheets for mass tort cases, intake forms, or client profile sheets. Through advanced conversion techniques, we transform these PDFs into dynamic HTML pages, to create a secure online portal where both clients and law firm representatives can easily access and complete the forms while at the same time capturing data for the case.

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Key Features

A key features of CaseDataPortal.com is its intuitive interface, which auto-saves client and law firm representative data contributions in real-time. To enhance clarity and collaboration, client-entered data is displayed in blue, while law firm representative data appears in green, ensuring seamless differentiation.

Another feature sends clients well timed reminders, via text, email or both, encouraging them to return to the form and complete it.

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Contact us

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:

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