Every document, filed to the case it belongs to.
Client documents arrive through different means, and end up in a shared drive nobody trusts. CaseBlink securely stores files into client vaults, reads them into the record, stores the information, and refers to the documents as the source of truth.
The problem
A shared drive is not a case file.
The old way: Documents arrive by email and text, and get saved wherever there's room.
With CaseBlink: Documents from the portal, email and your drives land on the case they belong to.
The old way: Someone reads each document and retypes what's in it.
With CaseBlink: A new document lands and the matter absorbs it. Nobody retypes what the file already knows.
The old way: Expired documents sit in the file until a reviewer catches them.
With CaseBlink: Expiration automations watch the documents that count, dependents' included.
How CaseBlink solves it
A file that keeps itself in order.
Filed on arrival
Uploads, attachments and portal documents are filed to the client and the case.
Read into the record
Each document's facts are proposed for the record, for you to review.
Expiry watched
Automations flag documents like passports, visas and EADs as they come close to expiring.
Receipts beside the files
USCIS receipts have their own pane beside the case files.
From upload to record.
It lands
Clients upload in the portal, and attachments come in from email and your drives.
It's read
Facts are read with their source, and changes to the record wait for your approval.
It's used
Drafts, forms and the packet cite the documents, and follow them when they move.
Bring a messy client folder.
We'll file it to a case on the call and show you the record it builds.
