SECURITY YOU NEVER NEED TO WORRY ABOUT.CaseMax has implemented a layered security approach where the critical access points are appropriately secured. We'll also accommodate your firm’s unique technological footprint and security requirements.
ACTIVE DIRECTORY / WINDOWS AUTHENTICATION Because CaseMax runs on a corporate Windows Server, Microsoft Active Directory is the authentication service used to identify users. Active Directory is the directory service developed by Microsoft for Windows domain networks. It is included in the Server operating systems, as a set of processes and services. The AD domain controller authenticates and authorizes all users and workstations in your network—assigning and enforcing security policies. When a user connects to CaseMax, their Active Directory account is used as their CaseMax identity to check if they are authorized to perform the action. ROLE-BASED INFORMATION ACCESS CaseMax has integrated permissions functionality, which allows administrators to restrict or allow editing based on user or role. This robust role model allows firms to limit visibility of Personally Identifiable Information (PII) in the User Interface to authorized users. |
INTEGRATION PARTNERS HELP STREAMLINE PROCESSES AND REDUCE COSTS.Our integrations allow users to securely move data and documents without ever leaving the CaseMax System. CaseMax offers the opportunity to implement over 40 integrations with integral partners adding new integrations as new needs arise. Meet some of our preferred partners below.
                  take a look under the hood at a few new integrations
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A UNIQUE PRICING MODEL DRIVEN BY VOLUME NOT SEATS.Our licensing structure is based on Business Process Transactions* not by the number of users or firm employees. CaseMax chose to implement this transactional pricing model because we are committed to greater efficiency for every individual using CaseMax. Unlike the traditional seat license model there is no negative impact to CaseMax when individual productivity increases. Your success becomes our success.
In the spirit of increasing productivity, and not the number of case management system licenses, we offer one click pricing info. CLICK HERE to let us know you're interested in seeing our transactional price list and we'll get you a copy. It's just one more way we are working every day to make change simple. *A Business Process Transaction is created when the Firm receives a request to complete work for a client. MAINTENANCE INCLUDED Our maintenance fees are even simpler than our licensing fees – $0. Or stated another way, the license fee outlined above includes maintenance. Yes, that’s right--maintenance is included.
Software, like everything else in life, needs to be maintained. It must be kept up-to-date to accommodate updated OS’s and browsers to take advantage of performance and security features. In addition, software must be continually enhanced to accommodate changing business requirements as well as client and investor regulations. Without on-going maintenance, the system your firm relies on would soon become obsolete, which could force a large investment in another system. We will not allow CaseMax to become outdated due to restrictive maintenance agreements--so we kept it simple and built maintenance directly into the license fee. We rely on our CaseMax User Group, with representatives from every firm to help us identify and prioritize the changes that will enhance the system, increase firm productivity and ensure that our software quality is maintained and improved year after year. IMPLEMENTATION The implementation of a new case management system is a large project impacting your firms' financial resources and personnel. CaseMax's expert project managers are committed to working with you to prioritize the project scope, meet the delivery date and stay within the budget. We offer several implementation options and will help you choose the best fit for your firm, so you can realize the positive changes our software delivers as soon as possible.
Discovery | Analysis | Design | Installation | Configuration | Custom Modifications | Testing | Training
THE FINE PRINT (Pssst. There is no fine print.)
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all casemax team members support our clients.The CaseMax team knows the default loan business inside and out. Customers bring business problems to CaseMax and our team will provide solutions to solve the issues. You choose the support model that works best for you in each situation.
CaseMax can provide system support in the following manners: HelpIQ – Available from our Client Portal Everything you want to know about CaseMax can be found here. The articles are updated with every new release and may be used to implement new features and as the basis for training your staff. Phone Pick up the phone to call us and someone will answer (if you call during normal business hours). We acknowledge your email within 4 business hours of receipt and work to resolve issues as soon as possible, based on their severity. |
