Last Updated
Overview
Virtual Case Management software provides a centralized platform for legal and investigative work. While the platform offers limited document management and payment processing, its comprehensive feature set for reporting and financial management nonetheless provides a powerful, all-in-one solution for improving operational efficiency and data security.
Overall Rating
Based on 1 users reviews
3
Rating Distribution
Positive
0%
Neutral
100%
Negative
0%
Starting Price
Custom
Virtual Case Management Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is Virtual Case Management?
Virtual Case Management is an online software designed for legal and investigative professionals to centralize and automate their daily operations. The platform's core benefit is its ability to save significant time by storing all case data on a single page, which eliminates the need for navigating multiple screens. It also features an integrated accounting system that automates billing as work is completed. Overall, Virtual Case Management helps small to mid-sized firms reduce administrative tasks and minimize errors in financial tracking.
Virtual Case Management Pricing
The Virtual Case Management cost ranges in the following three plans, alongside a 30-day free trial:
- Bronze: $24.99/month
- Silver: $99.99/month
- Gold: $199.99/month
- Platinum: $299.99/month
Disclaimer: The pricing is subject to change.
Virtual Case Management Integrations
Who Is Virtual Case Management For?
Virtual Case Management is ideal for a range of use cases in the legal industry, including:
- Private investigators
- Process servers
- Law enforcement agencies
- Claims adjusters
Is Virtual Case Management Right For You?
Virtual Case Management is an excellent fit for professionals who prioritize data security and streamlined reporting, particularly those in the investigative and legal fields. Its standout quality is its commitment to security, utilizing 256-bit encryption, FBI-certified biometric access, and a government-grade hosting infrastructure that exceeds DOD/NSA standards. For firms handling highly confidential information, the value of this secure environment makes Virtual Case Management software a compelling choice, ensuring client data integrity remains the top priority.
Still not sure about Virtual Case Management? Contact our support team at (661) 384-7070 for further guidance.
Virtual Case Management Features
Automated Billing
This feature streamlines financial workflows by linking directly to case activities. It allows users to assign fees to template reports, which enables automatic billing as work is completed, ensuring that all billable time and tasks are accurately captured and invoiced.
Collections Module
This dedicated module is designed to simplify the process of managing outstanding payments. This tool helps firms improve their cash flow by automatically sending reminders and notifications for past-due invoices, reducing the manual effort required to follow up on aged accounts.
Admin Reports
Virtual Case Management offers extensive reporting capabilities with over 23 customizable templates for various needs, such as surveillance, asset searches, and subpoenas. These reports can be auto populated with case data, tailored to specific business requirements, and linked to billing for streamlined client updates.
Case Management
It provides a comprehensive solution by centralizing all case-related information, including contacts, documents, and financial data, onto a single page. This unique one-page interface is designed to automate user processes, reduce excessive clicks, and save significant administrative time daily.
Document Management
The software integrates document management directly within the case file, allowing for secure storage and access to all relevant materials. It works alongside communication logs, accounting, and reporting tools to create a unified and organized environment, ensuring all case information is easily accessible from one central location.
Pros And Cons of Virtual Case Management
Pros
Streamlines daily case management tasks
Effective investigation management tools
Supports an intuitive document search functionality
Cons
Occasionally, inconsistent system performance is reported
Less intuitive user interface navigation
Virtual Case Management Reviews
Total 1 reviews
3
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars0%
3
Stars100%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 1-10 employees
“Automatic ID generation and smooth enrollment”
Pros
What I find most useful is how it automatically generates ID numbers for all the participants I'm working with. The documentation features are really great and enrolling new clients is easy to navigate. Their support team is excellent, they can guide you exactly where you need to go to get your questions answered. I use this almost daily for data input and collecting client information. The integration process is smooth and there are plenty of implementations that I genuinely enjoy using.
Cons
What I like least about this platform is how limited the reporting and demographic tools are. It can be pretty difficult to navigate if you'r not familiar with database entries.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
8
Functionality
5
Frequently Asked Questions
Does Virtual Case Management have a mobile app?
No, Virtual Case Management does not offer a dedicated mobile app; however, it is mobile-friendly and can be accessed through any device.
Does Virtual Case Management offer an API?
The official website of Virtual Case Management does not specify its API availability.
What language does Virtual Case Management support?
Virtual Case Management is available in English, Spanish, and French languages.
What other apps does Virtual Case Management integrate with?
Virtual Case Management integrates with QuickBooks.
What types of pricing plans does Virtual Case Management offer?
The Virtual Case Management price ranges in the following three plans: Bronze ($24.99/month), Silver ($99.99/month), Gold ($199.99/month), and Platinum ($299.99/month). Request a personalized Virtual Case Management pricing quote for your business.
Who are the typical users of Virtual Case Management?
The typical users of Virtual Case Management features are private investigators, process servers, law enforcement agencies, and claims adjusters.
What level of support does Virtual Case Management offer?
Virtual Case Management software provides support through email, phone, form submission, and FAQs.