Intakes that only ask what's missing.
Clients get hundreds of questions, answer half, and email evidence as photos. CaseBlink sends intakes and document requests that know what the firm already has, in your client's language, and reviews them for you.
The problem
Intakes ask the same thing too many times.
The old way: Every client gets the same long questionnaire, including what the firm already knows.
With CaseBlink: Agents read prior matters and the record, and ask only what's absent or stale, with your approval.
The old way: Answers come back by email, photo and phone call, and someone retypes them.
With CaseBlink: Clients answer in the portal, in any desired language, and uploads land on the case.
The old way: Sending an intake back means another long email and another wait.
With CaseBlink: Flag the answers that need work, and CaseBlink handles the follow up.
How CaseBlink solves it
From "sent" to "needs review" to "accepted", all in one place.
Review in place
Accept or flag each answer inline, add notes, and see warnings on uploads that look wrong.
Request changes
The client's revision opens on just the flagged answers, with your note beside each one.
Track what you sent
See whether the link was opened and how far the client got. Remind, extend or revoke from the same pane.
In their language
The portal and intakes come in any language of choice.
How an intake comes back complete.
Only what's missing
Agents compare the matter against the record and draft an intake of just the gaps, for you to approve.
Answered in the portal
Clients log in using a link on their phone or computer to fill intakes and upload documents.
Accepted into the record
Accepting walks through each profile change and document before anything is written to the case.
Send your next intake from CaseBlink.
Bring a matter type. We'll build the intake from what your firm already has.
