One client record that keeps itself current.
The same passport number lives in an intake, three forms and a spreadsheet, and one of them is wrong. CaseBlink keeps one record per client, with every fact traced to its source.
The problem
The same fact, typed five times, wrong once.
The old way: Client details are retyped into every intake, form and letter, and drift apart.
With CaseBlink: One profile feeds every draft and form, and Used By shows each one that relies on a fact.
The old way: Nobody can say where a date or an employer's name came from.
With CaseBlink: Key Facts lists each value with the documents behind it and why it was read that way.
The old way: New evidence quietly contradicts what's already on file.
With CaseBlink: When new evidence changes a fact, CaseBlink asks before updating it, and shows what changed and why.
How CaseBlink solves it
A record you can trust at filing.
Facts with their sources
Each fact shows its value, the documents behind it, and anything still missing.
Changes you approve
New evidence proposes an update. Keeping the current value is the default.
Profiles clients can correct
Clients see their profile in the portal and send corrections for you to review.
One record per person
Duplicate warnings and merge on the clients list keep one record per client.
From scattered files to one record.
Filled from the documents
Upload a passport or a diploma and the profile fills in, with a review step before anything is saved.
Every fact, where it came from
Key Facts lists what the case rests on, the sources behind each fact, and anything that needs a second look.
Used by every draft and form
Change a fact once and you see every draft and form that relies on it, so nothing drifts.
Start every matter from one record.
Bring a client file. We'll show you the record CaseBlink builds from it, source by source.
