Microsoft® Platform

Case Management Powered by Microsoft®

Manage your cases where you already spend your time each day — inside the Microsoft® suite of products. With Captorra Case, keep tabs on every document, client detail, and communication effortlessly from within Outlook®, Teams or any Microsoft® application. As you work with already familiar menus, commands and functionality, you will experience the benefits immediately.

Work where your firm already lives

Work Natively

Get to emails, calendar events and more directly from Captorra Case or in the app itself.

Anywhere Access

Don’t miss a beat when you can easily work out of the office and on-the-go.

Shorter Ramp Up

Reduce the learning curve when your team already knows the environment.

Seamless Updates

No need to rely on unproven technology when Microsoft® can do the heavy lifting for you.

Benefit From Tools Built by a Market Leader

Captorra Case is powered by Microsoft Dynamics®, a robust, secure, customizable technology recognized by Gartner and Forrester as a market leader. Your firm doesn’t need to use Microsoft® currently to benefit from its power to help you manage your practice. Captorra Case leverages tools such as Sharepoint®, Teams, and OneDrive®, giving you efficient workflows, robust client relationship management capabilities, and the ability to share and track modifications in documents and files. Rock-solid security protects your firm’s client assets and communications.

Use Your Preferred Systems

Securely and easily access Captorra Case through an encrypted URL from your desktop or any device so you can continue working in your preferred business systems. Links with Gmail, Yahoo and other leading email service providers keep you communicating the way you’re accustomed to. 

Electronic document signatures streamline the execution of fee agreements, medical release forms, and HIPAA and other agreements throughout Captorra Case.

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