Challenges
Because of the sensitivity and complexity of each engagement (i.e., consent forms, disclosures, medical permissions, and more), For The Silent meticulously documents every interaction with current and potential clients. The organization had been using traditional paper-based forms and processes such as scanning and manual data re-entry. As a result, they lacked a centralized electronic database, and it was a painstakingly difficult and time-consuming process to gather the information for specific reporting requirements, including ongoing grants.
Outcomes: How Casebook Helped
For The Silent tapped Casebook because of its intuitive and easy-to-use software solution that could be configured and seamlessly integrated into their advocates’ daily workflow, so they would be inclined to use it and not avoid it. With a modern approach that actually worked, Casebook’s digital workflow mirrored advocates’ daily routines while optimizing and creating productivity shortcuts.
