Leverage the Power of Document Automation

With Gaylord Cases, you can request and accept unlimited electronic signatures on case documents, capture signatures and track the status of signatures in real-time, and create powerful custom templates to automate each step of the settlement process. Keep your practice on track with easy to utilize management software, enabling seamless coordination and efficient document management.

Leverage Power Of Document Automation

Dive Deeper Into Gaylord Claims Cases

Client Communication
  • Integrated Messaging:
    Communicate directly through the platform.
  • Automated Updates:
    Notify clients about case progress automatically.
  • Document Sharing:
    Easily share case documents with clients securely.
Case Tracking
  • Calendar Integration:
    Never miss a deadline.
  • Task Management:
    Assign tasks to team members effortlessly.
  • Case Status Overview:
    At a glance, understand where every case stands.
Analytics Dashboard
  • Performance Metrics:
    Track your firm's success rate.
  • Financial Overview:
    Monitor billing and expenses efficiently.
  • Interdisciplinary communication:
    Collaborate with insurers and attorneys.
User Experience
  • Mobile Friendly:
    Access your CRM on the go.
  • Customizable Interface:
    Tailor the platform to your firm's needs.
  • Fast Onboarding:
    Get your team onboarded in hours, not days.
Data Protection
  • End-to-End Encryption:
    Peace of mind that your data is safe.
  • Regular Backups:
    Ensure your data is always recoverable.
  • Compliance Ready:
    Built to meet the industry's strictest data standards.
eSignature Software
  • Send, Sign and Save:
    Easily manage documents and contracts.
  • Create Templates:
    Auto-populated fields generate documents.
  • Settlement Documents:
    Save time with all-in-one solution.
Gaylord Cases Software Case Manager

Engage Your Business Future

Get in touch with us so we can help you and book your Gaylord Cases discovery call. Our team of experts is ready to introduce you to all of our amazing CRM platform tools and how they help Gaylord Claims Consultants manage and expand their business operations. Contact us today to learn more!