A Powerful Feature Set to Handle Any Case
Explore the comprehensive tools that will make CaseSphere.io the most collaborative platform for modern case management.
Unified Case Files
Stop wasting time hunting for information across different systems. CaseSphere's unified case files bring all your critical data—notes, tasks, documents, emails, and contacts—into a single, organized, and searchable view. Maintain a complete, chronological record of every action taken on a case, ensuring nothing falls through the cracks.
- Centralized document repository with version control
- Task management with assignments and deadlines
- Chronological activity feed for a complete case overview
Live Document Collaboration
Draft, review, and edit case documents in real-time. With our integrated office suite powered by Collabora, your team can work together on Word documents, Excel spreadsheets, and PowerPoint presentations directly within CaseSphere. Eliminate the hassle of downloading, editing, and re-uploading files.
- Concurrent editing with tracked changes and comments
- Full compatibility with all major Office file formats
- Secure, in-app editing keeps sensitive data within the platform
Integrated Email & Communication
Link your email accounts to keep a complete record of all client and team communication directly within the relevant case file. Tag and file important emails and their attachments with a single click, creating a tamper-proof communication log. Say goodbye to scattered email chains and lost attachments.
- Connect any IMAP email account
- Automatically log sent and received emails to cases
- Save attachments from emails directly to the case file library
Secure Client Portals
Build client trust and improve transparency by providing a secure, branded portal for them to access case information. You control exactly what clients can see and do, from viewing status updates and key documents to uploading files and communicating with your team.
- Customizable, branded login screen for your clients
- Granular permissions to control access to files and data
- Secure messaging to communicate directly with clients
Ready to Transform Your Practice?
Join our exclusive waitlist and be among the first to experience the future of case management. Early subscribers get special launch pricing and priority onboarding.