Case Manager

Chameleon Software

About this app

Manage your cases on the go with the Case Manager App - access client details, contacts, documents and costs wherever and whenever you need, all via your mobile device. Access your data quickly and securely via a four-digit pin number*

The App features make it possible for you to:
- Review case history and create new documents to record client progress
- Access contact phone numbers to make calls as required
- View the addresses of key contacts and receive directions
- Email key contacts with real-time updates, attaching relevant documents to efficiently share case information
- Send SMS to your Case Contacts within Case Manager
- Utilise templates to ensure communications match the business style and protocols
- Review client costs and spend to date to proactively manage case expenses
- Add a linked cost to a document

Specifically designed for business, Case Manager provides a client and customer relationship database with sophisticated and integrated billing. Consultants can use any combination of windows, web or mobile access to continually serve their customers.

Flexible and scalable, Case Manager can be tailored for large businesses or sole operators with potential for unique customisation that allows you to focus on managing and building your business.

Chameleon Software maintains a focus on industry trends and business demands to provide the best solutions to ensure you remain ahead of the game.

* Case Manager App is exclusively available to licensed users of the Case Manager software.

What's new

• Enhanced Security
• Client Date of Birth now visible under Contacts tab
• Case Claim Number visible under Case List
• Various bug fixes

* Customers must be running Case Manager V6.1.659 or later.
Also requires an Azure AD account and setup by your IT Team.