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Alternatives to Case Status Client Portal

10 alternatives

  1. 1Client Portal Software, Customer Communication Management

    Hona

    Case Management Software

    Client communication platform for personal injury law firms with automated updates

    AI powered client outreach and follow up automationEarly detection of treatment gaps and missed appointmentsSecure client portal with case information and messaging
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  2. 2Client Portal Software

    ClientHub

    Client Portal Software

    Client communication platform for accounting firms consolidating messages, tasks, and requests.

    Client portal with self service workspace
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  3. 3Client Portal Software, Customer Communication Management

    VitusVet

    Customer Communication Management

    Client communication and marketing platform for veterinary practices with mobile apps.

    Appointment scheduling and remindersDigital medical records accessAutomated survey and review requests
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  4. 4Client Portal Software, Legal Practice Management

    Actionstep

    Legal Practice Management

    Practice management platform for law firms with workflow automation, matter management, billing, and accounting integration.

    Per seatLegal BillingAccounting Software

    Price$64+ / user / month

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  5. 5Client Portal Software, Legal Practice Management

    CosmoLex

    Legal Practice Management

    CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms.

    AI powered legal intake form builderTrust and business accounting with compliance featuresCustom workflow automation and task management
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  6. 6Client Portal Software

    Wealth Access

    Wealth Management Platforms

    Client portal and data aggregation platform for wealth management firms to engage clients holistically.

    Financial Data AggregationClient Portal Software
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  7. 7Client Portal Software

    Liscio

    Client Portal Software

    Client collaboration app for accounting firms with secure messaging and document sharing.

    Intelligent document classification and namingSmart client request forms with conditional logicUnified client communication timeline

    Price$55 / user / month

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  8. 8Client Portal Software, Legal Practice Management

    MyCase

    Legal Practice Management

    MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and document management.

    Free trialPer seatDocument ManagementLegal Intake and Triage
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  9. 9Client Portal Software, Legal Practice Management

    Bill4Time

    Legal Billing and Time Tracking

    Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and client management features.

    Free trialPer seatDocument ManagementTravel and Expense
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  10. 10Client Portal Software, Customer Portal Platforms

    Copilot

    Customer Portal Platforms

    Client portal platform for service businesses with modules for billing, messaging, and file sharing.

    Free trialTiered plansClient Portal SoftwareAgencies

    Price$39+ / month

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