Use CaseDelta. Know exactly where your firm stands and keep every case moving.
CaseDelta has given me the ability to have my finger on the pulse of the firm, while reducing technology costs across multiple platforms.
You won't have to worry about following your people around and wondering if they did what you told them to do.
Every morning, get a personalized report on your docket health, intake, and financials. Know your numbers and what needs attention.
Catch missing records, overdue follow-ups, and cases needing attention. Delta can handle the work and update records inside your software.
Automate routine checks, updates, and tasks across your systems. Everything stays in sync, and your team can focus on clients.
Once connected, Delta answers from your live case system, CRM and Outlook, and updates them when you say so.
$999/month
Includes 5 accounts
30-Day Unconditional Money‑Back Guarantee
We've almost revamped our practice in the last two months because we've seen what this tool can do.
It reads and analyzes information, then actually makes updates inside your systems. That last part is huge.
Firms have powerful tools, but getting them to work together, and everyone to use them, can be a job in itself. CaseDelta connects the systems firms already use so you can manage more of the work across them.
Do a demo, you won't be disappointed. Best part is you don't need to replace your existing tech.
Yes. Your data is encrypted, kept separate from every other firm, and never used to train AI.
Delta only reaches what the person who connected it can already reach.
Every action it takes is logged.
Disconnect at any time and its access ends.
Most firms are connected in under 30 minutes.
You just sign in to the software you already use, like your case system, right inside CaseDelta.
Your team talks to Delta in plain English, the way they would talk to a teammate.
By the end of setup, you'll have a briefing on your whole caseload.
It's extremely easy to learn.
Delta can make mistakes, like anyone on your team.
That is why it cites where every answer came from and only changes records when you tell it to.
Every change it makes is logged and can be rolled back.
It can't send anything to anyone outside your firm without your approval. It only writes drafts.
And our team is here 24/7, with a first response within one hour.
You pay by the number of accounts at your firm, never by the number of cases.
Plans are about $999 a month for every 5 accounts, up to 40, with custom plans above that.
It is month to month, so you can cancel any time.
CaseDelta also comes with a 30-day money-back guarantee: tell us why, and we refund you in full.