Staff keep working in your case management system. Invilex gathers every change into one place and waits for your team's approval before a client sees anything.
Every morning, staff see one list of everything that changed in their cases, instead of hunting through the case system.
They choose what each client should see, adding a plain-language note where it helps. Everything else stays private.
The assistant answers client questions from what was approved, checks in on treatment, and sends reminders before appointments.
The few items that need a person arrive with the full conversation attached, so nobody has to start from scratch.
Clients download your firm's own app, under your name and logo. From there, keeping in touch takes seconds, in English or Spanish, typed or spoken.
"What's happening with my case?" gets an answer from what your team approved, any time of day.
A reminder before each medical appointment, and a quick check-in afterward.
A few seconds a day to record pain, sleep, missed work and the moments they missed.
Photos, receipts and documents go straight to the legal team.
It answers questions about case status, dates and next steps. Anything else goes to the right person on your team.
Questions about settlement, fault or what a case is worth always go to your attorneys. The assistant doesn't give legal advice.
If a client says something alarming, even at 2 a.m., they immediately see emergency and crisis resources, and the people your firm designates get an urgent text or call.
When a client asks for a person, the request arrives with the whole conversation attached. Clients can also message the firm and schedule calls without phone tag.
Invilex works with most major case management systems. Staff keep working where they work today, and nothing is re-typed.
