ClientAdvise

CLIENTADVISE DIGITAL AGENCY

Stop wasting time on unnecessary phone calls.

Automate repetitive tasks to focus on building relationships and growth. ClientAdvise is a legal client portal that automatically updates and educates your clients. Attorneys spend about 37% of their day on communication (around 3 hours), with nearly half (48%) of this being considered redundant or unnecessary. Additionally, 44% of negative Google reviews for law firms are due to communication issues, leading to wasted time and money.

Seamless CMS Integrations

Imagine the convenience of having every update you make in your case management system instantly communicated to your clients, giving them real-time insights into their cases. ClientAdvise’s dynamic API easily integrates with your preferred case management tools, ensuring your law firm stays at the forefront of client communication, information management, and proactive service delivery. Our portal is compatible with a wide range of industry-leading case management software platforms, including Clio, CASEpeer, MyCase, and many more.

Establishing Trust with Legal Case Tracking

ClientAdvise's platform is designed to strengthen the trust between law firms and their clients through a transparent, step-by-step case tracking system. Our advanced technology automates case updates, sending timely notifications and important information directly to clients, keeping them continuously informed. Say goodbye to manual emails, phone calls, and client forms—ClientAdvise handles everything efficiently and accurately within its client portal. This approach ensures clients are well-informed and actively engaged throughout the legal process.

Empower Your Legal Projects

Our white label platform serves as a branded client portal, reflecting your law firm’s ethos and professionalism. Step into a realm where time savings and cost reduction are not mere expectations but tangible realities. With ClientAdvise, streamline client communication, allowing you to concentrate on core legal practices. Bid farewell to manual paperwork and embrace automated client forms for a streamlined future. Experience the synergy of advanced project management seamlessly integrated with your brand identity.

Enhancing Your Law Firm's Reputation

In the competitive field of legal services, your firm's reputation is crucial for differentiation. At ClientAdvise, we are dedicated to assisting you in cultivating and preserving a reputation of excellence and trust through our client-focused approach. Utilizing tools such as NPS Surveys, Online Review Generation, and Birthday Messages, you can distinguish yourself from the competition.

Revolutionizing Legal Practice with AI

ClientAdvise's Generative AI technology introduces a new benchmark in client communication and data security, tailored for the legal industry. You can toggle AI features on and off within the app, giving you full control over its engagement level. This customization ensures that the AI stays dedicated to delivering pertinent legal assistance, focusing discussions on addressing your clients' legal queries and educational requirements, while avoiding irrelevant topics.