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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.
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Starting Price
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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
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.
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.
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.
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.
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.