Effortless Integration with
Leading Case Management Software.
Effortless support for staying organized and on top of your case.
One of the key features of the RECORD app is its ability to push client information directly into the attorney's case management system. This means that attorneys can access all of their clients' information from the RECORD app, without having to log in to multiple systems or manually transfer data. Here's how it works:
Simplified Login Process
With the RECORD app, attorneys can access their clients' information using their existing case management software. This means that they don't have to remember additional login information or switch between multiple systems. Everything is accessible from within the case management software that they already use.
Optimize Workflow with Client Feed
With RECORD's Client Feed, every action your clients take within the app—updates, additions, deletions—is meticulously logged in a single session. This feed is then pushed as a session object straight into your case management software, manifesting as a detailed note within the case file. This streamlined process ensures that all client-provided information is easily accessible, enhancing efficiency without the need for manual data entry or the need to navigate between multiple systems.
Tailored Integration Solutions
We understand the importance of a seamless workflow, which is why our platform is designed to adapt to your needs. If your case management software isn’t currently supported, we’re here to help. Our team is ready to develop a custom integration solution, ensuring RECORD works perfectly with your preferred system. Let us know your requirements, and we’ll take care of the rest.
We have some fans.
Carla S.
Client
Appreciative
This app helped with organizing a lot, easy to use, detailed and designed with the client in mind. I’m very appreciative of having the app to help me, as well as the customer service, Kenny was very kind and patient whenever I had a question or concern, good with communication and feedback.
Paul P.
Client
Smooth UI
Record is a well-designed app that makes keeping track of all the crucial details easy. I can see how valuable this would be in a personal injury case.
Lisa F.
Client
Highly Recommend
This app is well-thought-out. Helps keep everything organized without any hassle.
Charlie E.
Client
Easy to Navigate
I was pleasantly surprised by how easy it was to navigate through Record. The features are intuitive and clearly designed with the user in mind.
Dean Tingey
Tingey Injury Law Firm
Intuitive
RECORD helped our firm identify gaps in treatment that were causing us to leave money on the table. Now we know our clients are getting the treatment they need, and we get the data we need to build their case.
Theresa R.
Client
Why has this not been done before
My insurance company has apps to file claims, but this is the first app I've seen to help communicate with attorneys. Glad my attorney is embracing the digital age.