Case Planner
The Case Planner is your all-in-one solution for managing cases and team collaboration. This module combines task management, client communication, and invoicing into a single, streamlined platform.
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Collaborative Editing
Edit documents in real-time with your team members. Enjoy instant updates and seamless collaboration for high-quality, consistent output.
Invoice Creation and Management
Automate the invoicing process with easy-to-use tools for creating, managing, and tracking payments, making billing more efficient and organized.
Client Case File Management
Organize all client-related information, notes, and documents in one centralized platform for easier case tracking and management.
Team Chat
Communicate directly with your team via integrated chat functionality for real-time collaboration and improved productivity.
Email Communication with Clients
Keep all client communications consolidated in the platform with integrated email tools, ensuring a complete interaction history.
The Case Planner empowers you to stay organized and maintain seamless communication across your team and with your clients.
