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Clients and work

Client management

Turn leads into clients and work with them online.

What it does

Client management in CaseDyne

  • Process leads and convert them to clients and contracts
  • Collaborate online with the firm's clients
  • Manage client contacts

CaseDyne AI

Client management, with AI

CaseDyne AI drafts client status updates from the activity recorded on their matters, for you to review before they are sent.

Every AI output is for review: professional judgment stays with your legal team.

More on practice operations

See CaseDyne run your practice.

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