Case Status, a trailblazing legal tech platform, built their brand on providing exceptional client experiences. Their partnership with Capchase ensures that the payment experience for their law firm customers is as exceptional as the customer service they’re known for.
Case Status is the leading client engagement software for law firms around the globe. They offer an incredibly robust mobile client portal that helps law firm clients stay up-to-date on their legal cases.
The difficulty of managing flexible payment terms in-house
As a company in the client experience category, Case Status prioritizes providing an exceptional experience both for the clients of law firms, and for their own customers – the law firms themselves.. The current market environment led to an increase in prospective customers, especially those in the SMB segment, asking for more flexible payment terms, including monthly and quarterly payment options. For some time, Case Status worked with these customers to meet their needs. This contributed to extended sales cycles as it required significant time spent in back-and-forth negotiations.
Over time, Case Status struggled to manage the burden of collecting on custom installment plans, as well as the difficulty of managing non-payment issues as they arose. This inefficiency had a waterfall effect, culminating in stalled and failed deals.
Reviving stalled deals with Capchase Pay
Case Status had heard about Capchase and their flexible payments solution and decided to explore it further to see if it could help them provide their customers with a payment experience that could align with their high standard of customer service.
“I was very pleased with how quick and responsive the Capchase team has been to work with from the very beginning. We were able to explore and vet the solution, sign and implement, and close our first deal using Capchase Pay’s flexible payment terms – all in just weeks.” Charlie Lee, Chief Customer Officer.
Quick implementation + adoption = more deals closed
With Capchase Pay, Case Status closes more annual subscriptions. When clients need nonstandard billing terms, their payments are run through Capchase Pay, streamlining the process for all sales and finance teams. It’s helped Case Status meet the needs of their customers in a convenient and more seamless way. At the same time, Capchase pays Case Status the full Annual Contract Value (ACV) upfront, allowing them to invest in key growth levers. Case Status customers appreciate the intuitive, simple Capchase payments portal, which is easy to access for both vendors and buyers.
"We closed two deals with Capchase Pay immediately after signing up. The process was smooth for our customers and us. The responsiveness and experience in the Capchase team is exactly what we were looking for in a payments partner." Charlie Lee, Chief Customer Officer.
A white-labeled, seamless payment experience
Case Status VP of Sales, Derek Breau, said it best:
“We love Capchase Pay because it’s easy to use, a trusted and enjoyable experience for our customers, and the Capchase team is incredibly responsive, which is essential with a tool that is involved in deal-closing.”
Case Status currently offers Capchase Pay to new customers in the U.S. and Canada, and will be leveraging it with renewals in the future. In the months since activating, 25 Case Status customers are paying through Capchase Pay, and Capchase has helped them close on nearly $200,000. As Case Status continues on their strong growth trajectory and doubles their sales targets next quarter, the Case Status team is confident that Capchase Pay will continue to be a critical element in helping them achieve a future of long-term, sustainable growth.
"Using Capchase Pay to offer flexible payment terms to our customers has been really successful. The process is easy and I especially like the speed and transaction details; it's a great tool for sales leaders." Derek Breau, VP of Sales, SMB at Case Status.
