Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Complize Reviews & Ratings
    1 Rating
    Company Website
  • Velocity Global Reviews & Ratings
    307 Ratings
    Company Website
  • PracticePanther Law Practice Software Reviews & Ratings
    634 Ratings
    Company Website
  • Filejet Reviews & Ratings
    34 Ratings
    Company Website
  • Docubee Reviews & Ratings
    103 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • Digital WarRoom Reviews & Ratings
    55 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    452 Ratings
    Company Website
  • LogicalDOC Reviews & Ratings
    120 Ratings
    Company Website

What is CaseEasy?

Our Intelligent Questionnaires assess clients for various immigration alternatives while also collecting essential information needed for Immigration Forms, including those featuring barcodes. You can use our ready-made templates to draft your Letters and Retainer Agreements efficiently. Clients have the ability to track their immigration progress, upload required documents, and make payments via our specialized client portal. All client files are systematically organized in one convenient location. To ensure the utmost security for client information, we employ 256-bit enterprise-level encryption and maintain a dedicated database instance that is exclusive to your organization. Moreover, your account will be temporarily locked following multiple unsuccessful login attempts, and our CAPTCHA system is designed to effectively prevent automated intrusion attempts. With these robust security measures in place, you can have peace of mind knowing that sensitive data is safeguarded throughout your operations, allowing you to focus on providing excellent service to your clients.

What is CLIENT LETTER?

CLIENT LETTER is a Customer Communication Management (CCM) tool tailored for business users, enabling the seamless automation of customer communication creation. Users can design templates, utilize reusable content, and apply business logic to generate various types of communications, including letters, statements, onboarding documents, and other service-related materials. Additionally, CLIENT LETTER can connect with numerous systems to pull in data and content for enhanced personalization. External systems can also utilize CLIENT LETTER's application programming interfaces (APIs) to produce communications as needed. The software maintains a comprehensive log of all communications that have been sent, revised, or approved, along with details on who authorized them, ensuring accountability and traceability. For compliance, CLIENT LETTER retains copies of every communication generated, safeguarding businesses against potential regulatory issues. For more information or to see a demonstration, please visit: http://www.topdownsystems.com/contact/request-a-demo.

Media

Media

Integrations Supported

Calendly
Dropbox
Google Drive
Google Workspace
LawPay
Microsoft 365
QuickBooks Online
Stripe
Zapier

Integrations Supported

Calendly
Dropbox
Google Drive
Google Workspace
LawPay
Microsoft 365
QuickBooks Online
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$79 per month
Free Trial Offered?
Free Version

Pricing Information

$30000.00/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CaseEasy

Date Founded

2017

Company Location

Canada

Company Website

caseeasy.ca

Company Facts

Organization Name

Top Down Systems Corporation

Date Founded

1981

Company Location

United States

Company Website

www.topdownsystems.com

Categories and Features

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Popular Alternatives

Docketwise Reviews & Ratings

Docketwise

AffiniPay

Popular Alternatives

Expresso Reviews & Ratings

Expresso

Nordis Technologies