Record client communications, assign and complete tasks, receive notifications, track case activity, invoice clients, and much more.
Keeping track of due dates, deadlines, and responsibilities can be daunting. Our Task Manager lets you:
Know what is happening on your cases in real time. Track client communications and take case notes. Attach documents and search past activity.
Our CRM feature also has an activity feed so you can track your interactions with new leads.
Generate invoices from your cases based on time entries and expenses. Track due dates and payments received. Apply payments from our Trust Accounting feature.
CaseFleet's notification center makes sure you know about important changes to your cases.
CaseFleet helps you take fresh leads from first contact to new clients.