Work Better
Together
Case Management with unprecedented clarity, collaboration, and client satisfaction
Latitude Connect offers all the features you need to efficiently manage cases, while keeping clients informed, engaged, and happy.
Always organized, always prepared
Latitude provides your team with the tools to organize files to best suit your workflow and the direct needs of the case. Users can log in to Latitude from any device; this means users have access to these organized case files anywhere, anytime.
Send requests and assign tasks
Email is an inefficient way to present tasks, questions, documents, and decisions. Not only can you assign tasks within your team; our external portals make it easy to collaborate with Clients and Representatives directly. Allow them to see what you need and when, keeping everyone up to date and in the loop.
Invoicing and reporting in real time
When invoicing customers, it is important to understand your system and have the process be simple, convenient, and accurate. With Latitude Connect, you not only have a built in invoicing system – you also have real time reporting. Our reporting tool allows you to run data reports on your company anytime, anywhere.
Anywhere Access
Securely access all information on your phone, tablet, or computer.
Secure Collaboration
Protect privileged files and communication with 256-Bit military grade encryption in a HIPAA compliant environment.
Faster Responses
Make communication easy between you and your clients. Ask questions, respond to requests, and allow clients access via their portal.
Greater Clarity
Clearly explain value, duration, deliverables, and the scope of work you’ll perform.
Streamlined Work
Configure data sets to easily create and set up new client files with the information you need. Create and save customized organizational plans that fit your company and your teams work flow.
Better Billing
Simplify time entry, fee caps, invoice generation, and delivery to your clients and customers.
Reduced Non-Billable Time
Replace the non-billable time you spend fielding status questions and document requests.
Less Pushback
Early client understanding means less billing pushback and delay in payment down the line.
Happier Clients
Deliver a world-class experience that results in more satisfied clients and more referrals.
Request a demo
Let’s talk about working directly with clients on expectations and deliverables; simplified monitoring of tasks, events, and files; and better billing with mobile review, noted fee caps, and organized file templates. Latitude Connect helps you and your team to generate more business, decrease non-billable hours, get faster payment, and receive more referrals from happier customers.
