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Client management, from first contact to close.

Intake, case work-up & all the work in between. Tailored for your company.

Features. See what we offer.

  • People

    Every person, one record.

    Leads and clients on one list, from the first contact to a signed client.

  • Communications

    Calls, texts and email, on the record.

    Every conversation lands on the person it was with, in one thread.

  • Forms

    Build a form once.

    When someone fills it in, the answers land on their record, scored.

  • Tasks

    Nothing slips.

    Assign the work, set due dates, and see what is overdue at a glance.

  • Events

    One calendar for the team.

    Crew briefings, callbacks and community events, synced both ways with your calendar.

  • Explore

    Start from the map.

    Every site on one map, graded by risk, so the crew knows where to go first.

Caseconnective connects each case to its people, conversations and paperwork, from the first call to the end. And to every other case, so the next one is already in sight.

How it works

Start earlier. Keep everything.

Most systems begin once a case exists. This one begins at first contact or the first site visit, and nothing is handed to another tool along the way.

  1. A person, or a place.

    Someone fills in your intake form, or your crew registers a site on the map. Either can come first. Neither needs the other to exist.

  2. Record what you find.

    A reading is a measure, a value, a unit and a date, with the lab, method and chain of custody when there is one. A non-detect is shown as a non-detect, with its limit.

  3. Attach the work.

    File a record from the site and move it through the stages you set for the program. The site keeps its history either way.

  4. Take it with you.

    The same sites, people and tasks on an iPhone, with map areas cached before you lose signal. Stand at the site and see what was recorded there.

Industries

Nine configurations. Your vocabulary.

A person, a site and a unit of work, called what your team calls them, with the modules your work needs switched on.

A program holds many jobs. Each one happens at a property, and names the property owner when there is one.

Spans, poles and yards as sites, clearances as readings, and a record for every crew job.

Core system. The legal modules stay off, and the server refuses them rather than hiding the buttons.

Security

Built for sensitive work.

Case files hold health records, signatures and private conversations. Here is how they are protected, in plain words.

  • Health answers, encrypted.

    Answers that hold health information are encrypted with AES-256-GCM before they are saved.

  • Seen only by who you choose.

    Access is set by role and adjusted person by person. Every time someone opens health information, it is recorded by name.

  • Every company kept apart.

    Each company’s data is separated by the database itself, not by a filter the app has to remember.

  • Two-step sign-in.

    A code from an authenticator app on top of the password, and an admin can require it for anyone on the team.

  • A log no one can rewrite.

    Changes are written to an activity log that no one on your team can edit or delete.

  • Nothing is recorded.

    We never record screens or sessions, and no analytics run inside the app.

Read the privacy policy

Questions

Frequently asked.

Thirty minutes, on your kind of work.

No deck. We open the product on a program like yours and answer whatever comes up.