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Screenshots

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Details

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CaseOnGo Main Features

• Xero Sync
  Sync with Xero accounts to keep financial data up to date.
• Case Types
  Create different case types for each kind of matter you handle with unique references.
• Data Types
  Use 15 different data types to model any kind of case record.
• Case History
  Keep a complete history of all actions and updates on each case.
• Case Management
  Manage all cases, tasks, and emails in one place to keep everything organized.
• Tasks & Diaries
  Create tasks like memos, emails, calls, and set follow-up reminders with due dates.
• Email Integration
  Send and receive Outlook emails directly on cases for better communication.
• Workflow Automation
  Set up automatic actions that happen when cases are created, updated, or closed.
• Outlook Email & Triage
  Connect your Outlook mailbox to easily send, receive, and organize emails related to cases.
• Custom Screens & Fields
  Design your own data screens using a drag-and-drop tool, with many field options.
• Workplace Customization
  Create your own workspace at yourfirm.caseongo.com with help from our team, no credit card needed.

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CaseOnGo Alternatives

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Technologies Used

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