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Overview
AgileCase is a cloud-native case management platform providing Legal Services with complete workflow digitization, aiding in client data capture and measurable progress tracking. While it may require brief onboarding due to feature depth, its unlimited reporting and powerful AgileCase scripting features justify the investment.
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Starting Price
Custom
AgileCase Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is AgileCase?
AgileCase software is a powerful, yet easy-to-use platform built specifically for legal services case management, helping firms bring offline processes into the cloud. It addresses the pain point of information chaos by structuring data through four core pillars: Capture, process, measure, and inform. Features like the full audit trail ensure compliance and accountability for every action against a case, while customizable forms eliminate the need to hack standardized fields, improving data integrity for fast-growing businesses.
AgileCase Pricing
The AgileCase cost is based on three plans:
- Professional: $25/user/month
- Business: $35/user/month
- Enterprise: custom pricing
Disclaimer: The pricing is subject to change.
AgileCase Integrations
The software supports integration with multiple platforms, such as:
- Veriphy
- Gmail
- Office 365
- Microsoft Exchange
- Xero accounting solution
Who Is AgileCase For?
AgileCase is ideal for a range of organizations, including:
- Law Firms
- Not for profits
- Charities
- Banks
- Foundations
Is AgileCase Right For You?
AgileCase is an excellent fit for legal organizations that demand highly configurable workflow management and stringent data security. Its standout benefit is the combination of GDPR compliance and bank-level 256-bit SSL encryption, ensuring client data safety is never compromised. Furthermore, its unlimited reports and automation represent compelling value for growing teams. This focus on control and security empowers lawyers to focus on client work.
Still not sure about AgileCase? Contact our support team at (661) 384-7070 for further guidance.
AgileCase Features
Full Audit Trail
Every action performed against a case, along with the performing user, is permanently recorded in a dedicated audit tab. This capability provides complete accountability, which is essential for easing compliance inspections and billing reviews. For business plan users, this trail is maintained indefinitely, bolstering long-term risk management.
Document Versioning
The system maintains a full history of edits and changes made to documents stored within a case's ‘Docs & Comms’ tab. This deep versioning capability supports critical auditing functions and allows for the recovery of previous versions when needed.
Agile Scripting
Use this powerful feature to automate complex or small parts of your business process without requiring manual human intervention. Scripts can automatically send templated notifications, populate case values, or integrate with third-party services, reducing errors and increasing staff efficiency.
Custom Fields
Firms can design highly specific forms that precisely match their unique requirements and data taxonomy. This eliminates the need to compromise by adapting standardized fields or hacking them for the wrong data type. Custom fields ensure data integrity and allow the system to grow seamlessly.
Client Connect Portal
This secure portal enables your customers to view documents and communication history stored against their specific case file. This feature facilitates transparent communication with clients while simultaneously maintaining enterprise-level data security and GDPR compliance. It significantly improves the overall client experience.
Pros And Cons of AgileCase
Pros
Highly flexible and adaptable for diverse workflows
Promotes seamless real-time team collaboration
Enables efficient, centralized data collection and management
Integrates smoothly with varied business processes
Ideal for organizations with dynamic case requirements
Cons
Customer support may vary at times
Might require initial training for better software adoption
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Frequently Asked Questions
Does AgileCase offer an API?
Yes, AgileCase offers an API.
What level of support does AgileCase offer?
AgileCase offers support through FAQs, documentation, support portal, contact form, email, and phone.
What other apps does AgileCase integrate with?
The software supports integration with multiple platforms, such as Veriphy, Gmail, Office 365, Microsoft Exchange, and Xero accounting solution.
What types of pricing plans does AgileCase offer?
The AgileCase price is based on three plans: Professional ($25/user/month), Business ($35/user/month), and Enterprise (custom pricing). Request a personalized AgileCase pricing quote for your business.
What language does AgileCase support?
AgileCase is primarily available in English.
Does AgileCase have a mobile app?
No, AgileCase does not have a mobile app.
Who are the typical users of AgileCase?
Typical users include law firms, not for profits, charities, banks, and foundations.