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, and documents. Now you can assign tasks within your team, keeping everyone on track and up to date on task status.
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.
All the features you need to manage your company efficiently within a secure, cloud-based workspace (shared with your clients).
Securely access all information on your phone, tablet, or computer.
Protect privileged files and communication with 256-Bit military grade encryption in a HIPAA compliant environment.
Make communication easy between you and your clients. Ask questions, respond to requests, and allow clients access via their portal.
Clearly explain value, duration, deliverables, and the scope of work you’ll perform.
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.
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.
Early client understanding means less billing pushback and delay in payment down the line.
Deliver a world-class experience that results in more satisfied clients and more referrals.