Automation
Effortless Workflows
Reminders send themselves, and email with a folder number in the subject files itself to that folder. Your team spends its time on the case work, not the follow-up.
The secure, white-label client portal built for the companies that support personal injury law firms.
If your business provides services or support to personal injury firms, CaseLink gives you one branded workspace: collect records, message clients and firms, send reminders, share invoices, and keep every case documented under your own name.
Schedule a 15 Minute CallHanding the firms you serve a secure, branded way to exchange files earns their respect and signals you take confidentiality as seriously as they do, while their clients get the ease and safety of one private place instead of scattered email attachments. Live in minutes.
No contract. Cancel anytime.
Your Client Portal
yourfirm.caselinkportal.com
42
Client folders
18
Pending items
96%
Completed
- DReviewed
Documents received
Medical records, photos and wage documents
- MNew
Secure message thread
Client question logged to the folder
- ROpen
Reminder sent
Missing documents requested automatically
One workspace. Every client interaction.
Files, messages, reminders and emails stay connected to the right client folder.
Secure Records IntakeSmart RemindersClient MessagingEmail Filing by FolderWhite-Label BrandingInvoices and Payments100 GB Secure Storage
The Problem
Case records should not live across five inboxes.
Medical records by email, photos by text, status by phone, and follow-ups from memory: that is how documents go missing and cases stall. CaseLink gives your team, your law-firm clients, and the people they represent one professional place to exchange records, keep every file organized, and hold a clean, documented record.
Replace the scattered chase with one documented workflow.
Before CaseLink
Email attachments, text updates, loose notes and repeated follow-up calls.
With CaseLink
Secure folders, records requests, portal messaging, email filing by folder number, reminders and status tracking in one branded workspace.
Missing records
Request sent to client
Medical records received
Filed to the client folder
Client message
New response received and logged
Intake email
Filed by folder number in the subject line
Built for real workflow
Not just storage. A complete client communication workspace.
Your team can manage records, messages, client email, reminders, invoices and case status from one branded portal. Clients get clear next steps. Admins keep oversight. Work stays documented.
Control
Every File, One Place
Records, messages, email and notes meet in a single client folder, with permission-based access deciding exactly who sees what.
Core Features
Everything your team needs to keep personal injury case work moving.
CaseLink is built around the daily case work that usually gets scattered across email attachments, text messages, shared drives and follow-up phone calls.
Records & client files
Secure file storage and sharing
Collect, store, review and share client records in organized folders, with 100 GB of secure storage included per license.
Client folders and status tracking
Every folder moves through Submitted, In Review, Pending Info and Completed, and clients see each change as soon as your team makes it.
Document version history
When a newer copy of a document is uploaded, earlier versions are kept, so nothing is overwritten by mistake.
Case work
Case balance ledger
Staff record each provider bill against the case and see the totals on one specials sheet that only your team can view.
Carrier, medical and contact directories
Keep insurance carrier, medical provider and client contact details in searchable directories inside the portal.
Recycle Bin and Case Archive
Deleted client accounts and folders can be restored from the admin Recycle Bin for up to one year, and finished work stays in the Case Archive.
Communication & follow-up
Secure client and staff messaging
Every conversation stays tied to the right client folder, so no one has to search a separate inbox to understand what was said.
Smart reminders
Send automated follow-ups for missing documents and pending items with reusable wording, and every reminder is logged to the client folder.
Email notifications
If a client is not logged in when you message them, they receive an email notification, so nothing waits unread.
Control & branding
Permission-based staff access
Admins decide what each staff member can see and do, from messaging and emailing to viewing client information.
White-label branding
Add your logo and company name, choose a branded portal address, and the portal looks like it belongs to your business.
Invoices paid by card
Send invoices through the portal, and clients view them and pay by card without leaving it.
Help Center and support tickets
Clients and staff can search the Help Center for answers or open a support ticket from inside the portal.
Client email that files itself
Clients and firms email your intake address with the folder number in the subject line, and CaseLink files the message and its attachments into that client folder automatically.
Filed by folder number
Put the folder number in the subject line, and the message lands in the right client folder with no copying or forwarding.
Attachments kept with the email
Attachments are saved with the message in the client folder, and your team can move them into the right subfolder.
Unmatched mail waits for you
A message without a folder number waits for an admin to assign it to the correct folder.
Block a sender
Block a junk sender once, and future mail from that address is kept out of your client folders.
The whole record in one place
Every filed email stays in the client folder alongside that client's documents and messages.
Notifications
The portal sends a notification when new mail is filed to a folder, so nothing sits unnoticed.
How it works
Launch your client portal in three steps.
Your team gets the structure. Your law-firm clients and the people they represent get a simple place to respond. Everyone gets fewer loose ends.
1 Brand your workspace
Add your company name, logo and branded subdomain so the portal looks and feels like your business from the first login.
2 Create client folders
Organize client information, documents, matter details, status updates, reminders and communication in one secure place.
3 Invite clients and staff
Clients upload files, send messages and respond to requests. Staff members work from the permissions approved by an admin.
Walkthrough
See how CaseLink works in under three minutes.
See how CaseLink helps personal injury support companies collect records, manage client folders, send reminders, message clients and keep sensitive case work organized in one secure branded portal.
Read the full walkthrough transcript (25 scenes)
Scene 1: Welcome
Welcome to CaseLink. In this walkthrough, you will see how your branded portal helps your team manage client information, collect records, organize sensitive materials, and keep every file in one secure location. Clients can upload the documents you request, follow status updates, and communicate with your team from any browser, with no software to install.
Scene 2: Three problems, one place
Important documents should not be buried in email threads. Status updates should not disappear after a phone call. And when sensitive work is involved, a clean paper trail matters. CaseLink brings client folders, document requests, status changes, and communications into one secure place, branded as your company, so everyone knows where the work stands and where the record lives.
Scene 3: One portal, two perspectives
The same CaseLink platform supports both sides of the portal. Your admin team works from one view, while each client sees a separate, limited view built around their own files. Role-based access controls sit between the two. Staff members see the clients assigned to them, and permissions control messaging, status changes, notes, account access, and staff visibility.
Scene 4: What your client sees
We will begin with the client-facing side of the portal. This is the experience your clients use to log in, view their dashboard, upload documents, send messages, track status updates, and receive completed work. Every screen appears under your brand, using your logo, your portal name, and the document wording you choose in Settings.
Scene 5: Every client gets their own front door
Each client reaches the portal through a branded URL that looks like it belongs to your company. The login screen displays your logo, email and password fields, and a secure two-factor authentication step before any private information is shown. There are no shared passwords and no generic entry points. Every client enters through a protected, branded experience.
Scene 6: The client dashboard
After login, the client lands on a dashboard that gives them the current picture at a glance. Four stat cards show active matters, items in review, pending information, and completed work. Below those totals, recent activity and a quick-access list of the newest client folders appear in one view, so the client can see what needs attention without searching.
Scene 7: Inside a project file
Inside each project file, the client sees the details that matter most: key information, uploaded documents, notes, and a progress timeline. The view is organized so the file status is clear without a phone call. Documents are listed with version tracking, team notes appear in context, and everything connected to that single matter stays together in one secure place.
Scene 8: Direct communication, in the file
Messages are organized by client folder, so every conversation stays tied to the correct matter. The client can ask questions, respond to document requests, confirm delivery, or provide missing information without leaving the portal. Your team does not have to search a separate inbox to understand what was said, because the full thread remains with the file.
Scene 9: The completed deliverable
When the work is ready, the completed deliverable appears inside the portal with the supporting files and exhibits organized behind it. The client can review the finished package in the same place where the records were collected. From there, they can download a PDF copy or email the completed work directly from the portal when they are ready to share it.
Scene 10: Invoices, viewed and paid in the portal
The Billing and Payments page gives each client a simple place to view invoices and pay directly inside the portal. The client can see what was sent, what is due, and what has already been paid. Your team can track payment status without emailing attachments or chasing separate confirmations. Send it, they see it, they pay it, all in one place.
Scene 11: Submitting a new case
To open a new matter, the client completes a short intake form with the project name, key dates, description, contact details, and any optional notes. Your team receives the submission instantly. There is no intake email, fax, or phone call required. The client folder is created in the system, and the client can begin uploading documents immediately.
Scene 12: Status stays up to date
Every client folder moves through four stages: Submitted, In Review, Pending Info, and Completed. Your team updates the status as the file moves forward, and clients see the change the moment it happens. If something is missing, such as an invoice, form, updated record, or supporting file, the folder is moved to Pending Info and the client is notified automatically. That keeps follow-up clear without repeated phone calls.
Scene 13: Self-serve password reset
If a firm member forgets a password, they can reset it directly from the login screen without a support ticket or manual override. The three-step flow sends a 6-digit code to the registered email, verifies identity, and allows the user to create a new password. The process is secure, simple, and designed to take under two minutes.
Scene 14: Works everywhere, with an optional desktop app
CaseLink runs in any browser on any device, including desktop, tablet, and phone. There is nothing for the client to install before using the portal. On first sign-in, the user can also accept a free optional desktop app and pin it to the taskbar, Start menu, or desktop for one-click access. The layout adapts automatically to screen size.
Scene 15: Built for HIPAA compliance
Every part of CaseLink is designed around HIPAA requirements, including two-factor authentication, encrypted file transfer, access logs for every action, and automatic session timeout. CaseLink maintains a signed Business Associate Agreement with each subscriber, when applicable. The audit trail stays complete, the access layer stays protected, and sensitive client materials remain inside a controlled, secure environment.
Scene 16: The full client experience
Before we move to the admin side, this is the full client experience in one flow. The client logs in securely, sees active work, uploads requested documents, sends messages, receives automatic status updates, views invoices, and accesses completed deliverables. Everything stays inside your branded portal, so the client always knows where to go and what to do next.
Scene 17: Your admin page
Now we move to the admin side of CaseLink, where your team manages clients, document requests, cases, messages, staff, billing, directories, and white-label settings. This is where you control the client experience, including the wording clients see in the Documents Uploaded section and the custom Directory areas that are available inside the portal.
Scene 18: The admin dashboard
When your team logs in as admin, the dashboard gives a bird's-eye view of every client, every case, and every active request in the system. Stat cards show total clients, active cases, work in review, and completed cases. Below those totals, a live activity feed brings forward anything that may need your team's attention.
Scene 19: Admin project detail, full control
Inside any project file, the admin view gives your team full control from one screen. Staff can update the status, add internal notes, edit required fields, and manage documents without leaving the file. Private staff notes remain visible only to your team. Client-facing notes are handled separately, so internal work product and client communication stay clearly divided.
Scene 20: Nothing is ever lost by accident
Deleting in CaseLink is a soft delete, so nothing disappears by accident. Removed client accounts and client folders move to the admin Recycle Bin, where they can be restored for up to one year. Clients also have their own Recycle Bin. Files they delete are held for 90 days and can be restored by the client or by an admin.
Scene 21: Managing clients
The Clients page lists every client registered in your portal. Each card shows the company name, primary contact, active case count, and subscription status. From this page, your team can view a client's full case history, suspend access when necessary, or reset credentials. It gives admins one central place to manage client accounts without digging through separate records.
Scene 22: Managing your team
The Staff page lets admins manage everyone on the team who has portal access. You can add staff members, assign roles, and control what each person can see or do. Access is permission-based. Staff members see only the assigned cases and approved tools, such as messaging, emailing, or viewing client information. Only admins have full visibility.
Scene 23: All client threads, one view
The admin message center keeps approved client threads in one place. Staff can view and reply based on the access granted by an admin, without switching firm accounts or checking separate inboxes. Unread threads are flagged, and every message is automatically logged to the correct case record. The result is cleaner communication and a more complete file history.
Scene 24: Automated client reminders
The Client Reminders page sends automated follow-up emails when a client has a pending action, such as a document request that has gone quiet. You choose the wording and timing, and CaseLink handles the follow-up. Reusable wording can be built under My Templates. Every reminder is logged in the client folder, so the paper trail stays complete.
Scene 25: Ready to put this to work?
CaseLink is built for companies that need a professional, secure, white-labeled place for clients to upload documents, communicate with your team, follow progress, and receive completed work. Upload your logo and company information, and the portal is branded for your business. Your first client can be live within minutes, with no engineering or IT department required.
Who it's for
Built for the companies that support personal injury law firms.
If you handle case records on behalf of personal injury firms, CaseLink gives you a branded portal to do it in.
- Demand-Letter and Demand-Package Authors
- Medical Record Retrieval
- Medical Chronology Services
- Record-Review Services
- Lien Resolution Companies
- Virtual Personal Injury Paralegals
- Litigation Support Teams
- Demand-Letter and Demand-Package Authors
- Medical Record Retrieval
- Medical Chronology Services
- Record-Review Services
- Lien Resolution Companies
- Virtual Personal Injury Paralegals
- Litigation Support Teams
Security and trust
Built for businesses that handle medical records and case files.
CaseLink gives your team a more controlled way to manage client communication than scattered email attachments, texts and loose file links.
Two-factor authentication
Help protect account access with verification built into the sign-in process.
Encrypted storage
Store sensitive files in a protected document environment built for client work.
Access controls
Assign staff access by role and permission so each person sees the work they are approved to handle.
Trusted devices
Known devices can skip the verification step for a limited time, and access can be revoked at any time.
Soft delete and recovery
Deleted clients and folders move to the Recycle Bin instead of disappearing, so they can be restored.
Secure Stripe billing
Subscriptions and promo codes are processed through Stripe at checkout.
About the Founder
Built from personal injury support experience.
CaseLink Portal was created by the founder of ClaimWrit, a demand-letter writing company serving the personal injury industry. The portal was designed around the same everyday problems legal-support businesses face: collecting medical records, organizing client files, sending reminders, tracking status and keeping case communication documented.
ClaimWrit and CaseLink Portal are related through common ownership.
Connect with the founder on LinkedInPricing
Simple, transparent pricing.
Start with a 14-day free trial on the monthly plan, or pay annually and get the equivalent of one month free. Every plan includes every feature.
CaseLink Monthly
Secure branded client portal for small and growing teams.
$19.95/month
Try it free for 14 days. No contract. Cancel anytime.
CaseLink Annual
Pay yearly and get the equivalent of one month free.
$219.45/year
One month free versus paying monthly. No contract. Cancel before renewal.
Both plans include
- Unlimited client accounts and matters
- 100 GB secure document storage per license
- White-label branded subdomain
- Secure messaging and smart reminders
- Client email filed by folder number
- Invoices clients can pay by card in the portal
- Two-factor authentication, encrypted storage and priority support
- Desktop app, iPhone, Android and browser access
FAQ
Questions buyers ask before they start.
Who is CaseLink for?
CaseLink is built for the companies that support personal injury law firms: demand-package and demand-letter authors, medical record retrieval, medical chronology and record-review services, lien resolution companies, and virtual personal injury paralegal and litigation-support teams. If you handle case records on behalf of personal injury firms, CaseLink gives you a branded portal to do it in.
Can clients upload documents?
Yes. Clients can upload requested documents from desktop, mobile or browser. Staff can also upload, review and organize documents.
How does client email filing work?
Clients and firms email your intake address with the folder number in the subject line. The message and its attachments are filed into that client folder. Mail without a folder number waits for an admin to assign it.
How does pricing work?
CaseLink is one flat subscription for your branded portal: $19.95 per month, or $219.45 per year on the annual plan. No contract, and you can cancel anytime.
Can we use our own branding?
Yes. CaseLink includes a branded subdomain and a white-label portal experience for your business.
Is there a contract?
No contract. Cancel anytime. You are billed $19.95 per month, or $219.45 per year on the annual plan, for as long as you keep your portal.
If I message a client in the portal, how will they know?
If your client is not logged in, they will receive a notification by email.
What happens after I subscribe?
CaseLink begins setting up your branded portal after checkout. You will receive an email with your portal web address, login details and password setup instructions.
Can my staff use the portal too?
Yes. Staff members can be invited and assigned permission-based access so admins control what each person can see and do.
Can I use CaseLink for more than one law firm client?
Yes. Both the monthly and annual plans include unlimited client accounts and matters.
What does "per license" mean?
Each license includes 100 GB of secure document storage. Enterprise is available for large corporations. Call sales for more information.
Can I cancel during the free trial?
Yes. Monthly subscribers can cancel before the 14-day trial ends to avoid being charged.
What happens if I cancel?
Your subscription stops renewing. Your portal data remains available after cancellation for 24 hours to give you time to download your client's data.
Is CaseLink HIPAA compliant?
Yes. CaseLink is built for businesses that handle medical records and sensitive case files, with secure storage, access controls and two-factor authentication.
What file types can clients upload?
CaseLink accepts all standard file types, including PDF, DOC, DOCX, TXT, RTF, JPG, JPEG, PNG, GIF, HEIC, TIFF, TIF, XLS, XLSX, CSV, PPT, PPTX, ZIP, MP4, MOV, MP3, WAV and other commonly used document, image, spreadsheet, presentation, compressed, video and audio files.
Contact
Contact us
Have a question about CaseLink, or want to see how it would work for your business? Email us, call us directly, or schedule a 15 minute call.
Email us
Send your questions about features, pricing or setup to the CaseLink team.
info@caselinkportal.comCall us
Prefer to talk it through? Call the CaseLink team directly.
(954) 408-4253Schedule a call
Pick a time that works for you and talk through your questions in a 15 minute call.
Schedule a 15 Minute CallYour BrandYour PortalYour ClientsOne Organized FileNo ContractLive in Minutes
One professional, branded place for firms and the people they represent to upload records, respond to reminders, and message your team, while your staff keeps every document and conversation organized and documented.
Schedule a 15 Minute Call▸▾ Detailed questions & answers about secure client portals
Do I need a secure portal if my business handles confidential client information, medical records, case documents, or sensitive files?
Yes. If your business handles confidential client information, medical records, case documents, financial records, tax documents, legal files, insurance materials, investigation materials or other sensitive documents, a secure portal gives you a safer and more organized way to collect, store and share those files. CaseLink is designed for businesses that need a structured, client-facing system instead of relying on scattered email threads, shared drives or manual document tracking.
Do I need invitation-only access instead of a public registration form so the wrong people cannot create accounts in my portal?
Yes. Invitation-only access helps control who can enter the portal and prevents unauthorized people from creating accounts on their own. CaseLink supports an invitation-based workflow so account access can be limited to approved clients, customers, staff or team members.
Do I need clients or customers to accept legal agreements before they can use the portal?
Yes. If your portal handles sensitive information, clients or customers should be required to accept the applicable terms, privacy policies, retention policies or user agreements before using the system. CaseLink supports legal agreement acceptance so users can acknowledge important portal rules before access is granted.
Do I need two-step verification so every login requires an added security code?
Yes. Two-step verification adds another layer of protection by requiring a security code in addition to the user’s password. CaseLink includes two-step verification to help reduce the risk of unauthorized access.
Do I need separate login, notification and security email options so alerts and verification codes go to the right place?
Yes. Separate email options are useful when a business wants login credentials, client notifications, security alerts or verification codes routed to the correct inbox. CaseLink is structured to support account and notification settings so portal communications can be managed more clearly.
Do I need automatic notification emails when a file is updated, a message is sent, a status changes, or a project is completed?
Yes. Automatic notifications help clients, customers and staff stay informed without requiring repeated manual follow-up. CaseLink is designed to support portal activity notifications for events such as file updates, messages, status changes and completed work.
Do I need a dashboard that shows the current status of active client files at a glance?
Yes. A dashboard helps reduce confusion by showing active files, current statuses and recent activity in one place. CaseLink includes dashboard-style organization so users can quickly see where matters, files or projects stand.
Do I need clients or customers to create their own folders or matters without emailing everything to me?
Yes. Allowing clients or customers to create folders or matters inside the portal can reduce email back-and-forth and keep documents tied to the correct file from the beginning. CaseLink supports client-facing file and folder workflows so documents can be organized inside the portal rather than collected through regular email.
Do I need each client file to have one central detail screen where documents, notes, status, contact information and file history are organized together?
Yes. A central detail screen helps keep each file organized and reduces the risk of missing documents, lost notes or unclear status updates. CaseLink is built around organized client or project files where documents, notes, status information, contact details and activity history can be managed together.
Do I need a status-tracking system so clients can see whether their file is submitted, in review, pending information, or complete?
Yes. Status tracking gives clients visibility without forcing them to call or email for updates. CaseLink includes file status tracking so users can see whether a file is submitted, under review, missing information, pending action or complete.
Do I need a way to tell clients exactly which documents are still missing?
Yes. A missing-document checklist helps clients understand what still needs to be uploaded. CaseLink supports document tracking and checklist-style organization so businesses can identify missing records, forms, bills, photos or other required files.
Do I need secure document upload instead of receiving sensitive files by regular email?
Yes. Secure document upload is one of the strongest reasons to use a portal. Regular email can become disorganized, expose sensitive attachments to the wrong recipient and make it difficult to track what was received. CaseLink gives clients a secure upload location so sensitive files can be sent through the portal instead of by email.
Do I need upload categories so documents are automatically organized by type?
Yes. Upload categories help prevent every file from landing in one unorganized folder. CaseLink supports document categories so files can be grouped by type, such as medical records, bills, photos, wage documents, insurance materials, forms, correspondence or other case-related documents.
Do I need the system to recognize file names and help route uploads into the correct category?
Yes, if your business receives a high volume of documents. File-name recognition and smart routing can help reduce manual sorting. CaseLink is designed to assist with document organization and routing based on upload categories and file information.
Do I need to accept common file types such as PDFs, Word documents and image files?
Yes. Clients and customers rarely send files in only one format. A useful portal should accept common document, image and spreadsheet types. CaseLink is designed for standard business file uploads, including PDFs, Word documents, image files and other commonly used file types.
Do I need document version history so older versions are preserved when a newer file is uploaded?
Yes. Version history is important when documents are revised, replaced or supplemented. CaseLink supports document version history so prior versions can be preserved rather than immediately overwritten.
Do I need clients to be able to view, download, rename and delete uploaded files from one place?
Yes. Clients should be able to manage their own uploaded documents without sending repeated requests for basic file actions. CaseLink gives users a centralized document area where uploaded files can be accessed and managed.
Do I need a Recycle Bin so deleted files can be restored instead of being lost immediately?
Yes. A Recycle Bin helps prevent accidental permanent loss. CaseLink includes recycle-bin functionality so deleted files can be recovered within the applicable retention period.
Do I need a longer administrator recovery period for deleted files, clients or cases?
Yes. Administrator recovery periods are important when a client, folder, case or file is deleted by mistake. CaseLink includes administrator-level recovery controls with a longer retention window for deleted client accounts, folders and related records.
Do I need portal-based messaging so client communication stays documented with the file?
Yes. Portal-based messaging keeps communication connected to the file instead of buried in email threads. CaseLink supports secure portal messaging so file-related communication can remain organized with the client matter or project.
Do I need to keep sensitive files out of email threads and require uploads through a secure document page instead?
Yes. Sensitive files should not be scattered across email threads when a secure upload page is available. CaseLink gives businesses a structured document page where clients can upload sensitive information directly to the correct file.
Do I need a completed-file archive where clients can still access finished work for a set period of time?
Yes. A completed-file archive lets clients access finished documents without keeping active files open forever. CaseLink supports completed-file access and retention rules so completed work can remain available for the appropriate period.
Do I need a permanent read-only register of completed files or projects?
Yes, if your business needs a clear record of completed work. A read-only register helps preserve file history while preventing unnecessary edits after completion. CaseLink can support completed-file tracking so finished projects remain documented.
Do I need an insurance carrier or contact directory that auto-fills phone, fax, email, portal and mailing address information?
Yes, if your business repeatedly works with carriers, providers, firms or other contacts. A contact directory saves time and reduces repeated manual entry. CaseLink supports directory-style contact management for commonly used contact details.
Do I need each client, firm or account to have its own private directory instead of sharing edits with everyone else?
Yes. Private directories help prevent one account’s changes from affecting another account’s information. CaseLink is designed around account-specific organization so each firm, business or client account can maintain its own information.
Do I need a support ticket system for portal questions and technical issues?
Yes. A support ticket system gives users a clear way to ask portal questions, report problems or request help. CaseLink supports portal support workflows so technical issues can be tracked more clearly.
Do I need a searchable Help Center so users can answer basic questions without contacting me every time?
Yes. A searchable Help Center can reduce repetitive support requests and help users find basic answers quickly. CaseLink includes Help Center-style support resources so users can search for guidance inside the portal.
Do I need billing and payment management inside the portal?
Yes, if you want users to manage subscription or account payment information without relying on manual billing emails. CaseLink supports subscription and billing-related account management for portal users.
Do I need billing access limited to the account owner only?
Yes. Billing information should not be visible to every staff member or client. CaseLink is designed so billing and subscription access can be limited to the appropriate account owner or authorized user.
Do I need seat-based access so attorneys, staff, assistants or team members can each have their own login under the same account?
Yes. Seat-based access allows each team member to use their own login instead of sharing one password. CaseLink supports team-based access so attorneys, staff, assistants or business users can work under the same account with separate credentials.
Do I need the ability to add or remove team members without sharing passwords?
Yes. Shared passwords create security and accountability problems. CaseLink supports adding and removing team members so each user can have controlled access without password sharing.
Do I need settings where users can update firm information, notification preferences, passwords and trusted devices?
Yes. Account settings give users control over their firm profile, login information, notifications and security preferences. CaseLink includes settings for business information, user preferences, passwords and trusted-device management.
Do I need role-based permissions so staff members only see the pages and actions they are allowed to use?
Yes. Role-based permissions help protect sensitive information and limit staff access to the functions they actually need. CaseLink supports permission-based access so account owners, staff, clients and administrators can have different views and capabilities.
Do I need staff permissions for viewing files, changing statuses, adding notes, messaging clients, viewing accounts, deleting records, managing clients, viewing staff accounts and receiving activity notifications?
Yes. Detailed staff permissions are important when different team members have different responsibilities. CaseLink supports staff-level permission controls for core portal actions such as file access, status updates, notes, messaging, client management, record deletion, account visibility and activity notifications.
Do I need internal notes that staff can add to a file without exposing everything to the client?
Yes. Internal notes are essential when staff need to document file strategy, review comments, administrative issues or private instructions. CaseLink supports internal notes so staff can add file information that is not visible to the client.
Do I need staff to upload completed deliverables or documents directly into a client’s file?
Yes. Staff should be able to place completed work directly into the correct client file without sending it by email. CaseLink allows completed documents and deliverables to be uploaded into the appropriate client or project file.
Do I need client reminders for missing documents, pending information or follow-up tasks?
Yes. Client reminders reduce manual follow-up and help move files forward. CaseLink supports reminder workflows for missing documents, pending information and follow-up tasks.
Do I need reminder templates so repeated follow-ups do not have to be written from scratch?
Yes. Reminder templates save time and keep follow-up language consistent. CaseLink supports reusable reminder language so repeated requests do not have to be rewritten every time.
Do I need an administrator dashboard showing all clients, invitations, subscriptions, recent activity and file statuses?
Yes. Administrators need a higher-level view of portal activity. CaseLink includes administrator dashboard functionality for reviewing clients, invitations, subscriptions, recent activity and file status information.
Do I need administrators to invite clients directly by name and email?
Yes. Direct invitations help control access and make onboarding cleaner. CaseLink allows administrators to invite clients by name and email instead of relying on a public registration process.
Do I need to track pending, accepted and expired invitations?
Yes. Invitation tracking helps administrators know who has access, who still needs to accept and which invitations are no longer valid. CaseLink supports invitation status tracking for pending, accepted and expired invitations.
Do I need the ability to resend expired invitations or cancel outstanding invitations?
Yes. Resending and canceling invitations gives administrators control over portal access. CaseLink supports invitation management so expired invitations can be resent and outstanding invitations can be canceled when needed.
Do I need a searchable client contact directory?
Yes. A searchable client contact directory saves time when managing multiple clients, firms, accounts or projects. CaseLink supports organized client contact information so users can search and locate client details more efficiently.
Do I need administrator-level staff account management?
Yes. Administrator-level staff management is important when multiple team members need access under one account. CaseLink supports administrator controls for managing staff accounts and access.
Do I need subscription tracking that shows whether an account is trialing, active, past due or cancelled?
Yes. Subscription tracking helps administrators understand account status without manually checking outside systems. CaseLink supports subscription status visibility, including trialing, active, past-due and canceled account states.
Do I need a master directory that can be copied privately into each client account?
Yes, if your business uses repeated directory information across multiple accounts. A master directory can save setup time while still allowing each account to maintain its own private copy. CaseLink supports master-directory style organization for account-specific use.
Do I need a medical provider directory with contact and billing details?
Yes, if your work involves medical records, medical bills, providers, liens or treatment documentation. A medical provider directory helps keep provider contact and billing details organized. CaseLink can support medical provider directory information for businesses handling medical or legal-support files.
Do I need white-label branding so the portal can show my firm name and logo?
Yes. White-label branding helps the portal feel like part of your own business rather than a third-party tool. CaseLink supports white-label branding so your portal can display your business name and logo.
Do I need the login screen and sidebar to display my business name or logo?
Yes. Displaying your business name and logo on the login screen and sidebar gives clients a consistent branded experience. CaseLink supports branded portal areas so users see your business identity when they log in.
Do I need to confirm which client accounts have completed two-step verification?
Yes. Verification status helps administrators confirm whether users have completed required security steps. CaseLink supports security visibility so administrators can review two-step verification status.
Do I need automatic logout after inactivity to reduce the risk of unauthorized access?
Yes. Automatic logout helps protect accounts when users leave a device unattended. CaseLink includes inactivity-based security controls to reduce unauthorized access risk.
Do I need trusted devices that can skip verification for a limited time but still be revoked?
Yes. Trusted devices can make login easier for known users while still preserving account control. CaseLink supports trusted-device management so verification can be limited for approved devices and revoked when necessary.
Do I need retention rules that clearly explain how long deleted files, completed files and case records are kept?
Yes. Clear retention rules help users understand what happens to deleted files, completed files and historical records. CaseLink includes retention-policy structure for deleted files, completed files and account records.
Do I need different access views for account owners, firm members, staff and administrators?
Yes. Different user types should not all see the same information or controls. CaseLink supports separate access views for account owners, team members, staff, clients and administrators.
Do I need a clear permissions structure so clients cannot see administrator tools and staff cannot access restricted areas?
Yes. A clear permissions structure is necessary for security, privacy and organized workflow. CaseLink uses role-based access controls so clients do not see administrator tools and staff members only access approved areas.
Do I need a portal that replaces scattered email threads, shared drives and manual document tracking with one organized client-facing system?
Yes. That is exactly the type of problem a secure client portal is meant to solve. CaseLink is designed to replace scattered email threads, shared drives and manual document tracking with one organized, branded, secure, client-facing system.
What Is a HIPAA-Compliant Document Portal and Do You Need One?
A HIPAA-compliant document portal is a secure online system used to collect, store, organize and share protected health information and other sensitive documents. Businesses that handle medical records, injury claims, insurance files, legal documents, patient information or confidential client materials may need a HIPAA-compliant portal to reduce the risks associated with regular email, shared drives and unsecured file transfers. CaseLink is designed for businesses that need secure document collection, organized client files, controlled access, two-step verification, retention rules and white-label branding.
What Is a HIPAA-Compliant Document Portal?
A HIPAA-compliant document portal is a secure digital workspace that helps businesses manage protected health information and sensitive records in a controlled environment. Instead of sending medical records, bills, forms, photos or case materials through regular email, users upload documents through a secure portal. A portal like CaseLink helps organize client files, manage permissions, track activity, control access and support safer document handling.
Do I Need a HIPAA-Compliant Document Portal?
You may need a HIPAA-compliant document portal if your business handles medical records, patient information, injury documentation, treatment records, billing records, insurance forms or other files that contain protected health information. A portal is especially useful for law firms, legal support vendors, medical reviewers, nurses, doctors, investigators, lien companies, case managers, experts and businesses that exchange sensitive client information. CaseLink gives those businesses a more organized and secure way to collect and manage sensitive documents.
How Much Does HIPAA-Compliant Secure Document Storage Cost?
HIPAA-compliant secure document storage can vary widely depending on storage limits, user seats, branding, security features and whether the system includes client-facing access. Some systems charge per user, per client, per storage tier or per feature. CaseLink is designed to offer secure client portal functionality with branded access, document organization, upload history, client-facing folders and secure storage under one portal structure.
What Is a Client Portal and Do I Really Need One?
A client portal is a secure online space where clients can upload documents, send messages, view file status, receive reminders and access completed work. You may need one if your business repeatedly collects sensitive documents, tracks client files, follows up for missing information or needs a more organized alternative to email. CaseLink is built for businesses that want clients to use one secure, branded portal instead of emailing documents back and forth.
How Much Does a Client Portal Cost for a Law Firm or Legal Support Vendor?
Client portal pricing depends on the provider, storage amount, number of users, security features, branding and whether the portal includes document management, messaging, status tracking, reminders and role-based access. Law firms and legal support vendors should compare not only price, but also whether the portal can handle confidential documents, medical records, case materials, team access and client-facing uploads. CaseLink is designed for legal support workflows and businesses that serve law firms.
What Is the Safest Way to Transfer Patient Medical Records?
The safest way to transfer patient medical records is through a secure, access-controlled system that protects sensitive files, limits who can view them and keeps records organized. Regular email can create risks because attachments may be sent to the wrong person, lost in long threads or stored in multiple inboxes. A secure portal like CaseLink gives clients and businesses a controlled upload area for medical records and other sensitive documents.
How Do I Safely Ask Clients to Send Me Sensitive Documents?
The safest approach is to send clients to a secure upload page instead of asking them to email sensitive attachments. You should tell clients what documents are needed, where to upload them and how their files will be organized. CaseLink allows businesses to request documents, track missing items and collect sensitive files through a secure portal.