Give every client an Uber-Eats-style tracker for their case
Matters, claims, applications, deals — whatever you run for clients, CaseTrack turns "any update?" into a live status they can watch anytime, with secure messaging, documents and push notifications in one branded portal.
- POPIA compliant
- Bank-grade encryption
- No card required
CASE · 2024-0412
Naledi M. — Application
Received
Submitted · 12 Mar
In review
Checks completed · 28 Mar
In progressNow
With your team · updated today
Scheduled
Next step booked · 14 Aug
Complete
Outcome delivered
Client notified the moment this stage changed.
Your clients call constantly for updates
Any process that takes weeks feels like silence to the client living through it. When people can't see what's happening, they ask — over and over. Every anxious call and email pulls your team off real work to repeat the same status. Silence costs you trust; answering costs you hours.
- "Any news?" — the same question, ten times a day
- Updates scattered across email, WhatsApp and voicemail
- Clients feel left in the dark between milestones
- Skilled hours lost to admin instead of the work itself
Placeholder: a professional mid-phone-call, buried in sticky-note reminders — convey the interruption of constant status requests.
You update it once. They see it instantly.
Your team works in your dashboard. Your client watches the same case move in their app — no call, no email, no chasing.
What you manage
Your dashboard · Web
CaseTrack dashboard: case list with pipeline stages and activity feed.
What they see
Client app · Mobile
CaseTrack client mobile app: live case tracker with stage progress.
Illustrative interfaces recreated from the live product — real screenshots replace these before launch.
One link that answers every "where are we?"
Give each client a secure, real-time view of their case. They watch it move; you keep working.
Real-time tracking
Your process, stage by stage — clients always know what's done, what's next, and when.
Secure messaging
Encrypted, case-linked conversations replace scattered WhatsApp threads and lost email chains.
Document exchange
Share and collect files safely — contracts, statements, ID documents — without the endless back-and-forth.
Push notifications
Every milestone triggers an instant alert, so clients hear it from you before they think to ask.
Bank-grade security
POPIA-ready encryption and access controls keep sensitive information protected and compliant.
Hours back in your day
Fewer status calls means your team spends time on the work that matters, not repeating updates.
Your process has stages. Your clients want to see them.
CaseTrack adapts to the pipeline you already run — pick your industry for the specifics.
Law firms
Matters, mandates and court dates — clients track their case from instruction to resolution.
Explore CaseTrack for law firms
Financial Advisory & Wealth Management
Onboarding, FICA, portfolio changes and applications — clients watch their money matters move.
Explore CaseTrack for financial advisory & wealth management
Insurance
SoonClaims tracked from first notification to payout.
Real Estate & Property Conveyancing
SoonTransfers followed from offer to registration.
Medical & Healthcare Practices
SoonReferrals, authorisations and results, visible to patients.
Construction & Engineering
SoonProject milestones your clients can check themselves.
Immigration Consultancies
SoonVisa and permit applications, stage by stage.
Debt Collection & Credit Providers
SoonAccounts and arrangements tracked end to end.
Logistics & Freight Forwarding
SoonShipments and clearances your clients can follow.
Government & Municipalities
SoonCitizen applications with visible progress.
Simple plans that scale with you
Monthly pricing in Rands. No setup fees. Cancel anytime.
Starter
For solo practitioners and small teams getting started.
- Up to 50 active cases
- Client tracking portal
- Secure messaging
- Document exchange
- Email support
Professional
For growing teams that want the full client experience.
- Up to 250 active cases
- Everything in Starter
- Push notifications
- Custom branding
- Team roles & permissions
- Priority support
Enterprise
For established organisations with high volumes.
- Unlimited cases
- Everything in Professional
- Dedicated success manager
- SSO & advanced security
- API & integrations
- SLA-backed uptime
The people who stopped fielding status calls
Placeholder testimonial — a business owner on the drop in status calls and the rise in client trust after adopting CaseTrack.
Placeholder testimonial — a team member on how much admin time CaseTrack returned each week.
Placeholder testimonial — a client on the peace of mind of watching their case progress live.
Testimonials are placeholders — swap in real client quotes and headshots.
Stop repeating yourself. Start showing your clients.
Give every client a live view of their case — and give your team its hours back.