Frequently Asked Questions
What is CaseJolt?
CaseJolt is a purpose-built software platform for legal funding companies. It centralizes case management, funding tracking, reporting, document workflows, and operational oversight into one secure system.
Rather than adapting generic tools, CaseJolt is structured specifically around the lifecycle of legal funding — from intake through payoff.
Who is CaseJolt designed for?
CaseJolt is designed for:
Pre-settlement funding companies
Post-settlement funding providers
Litigation finance teams
Funding operations and portfolio managers
If your business revolves around managing cases, advancing capital, and tracking returns, CaseJolt is built to support that structure.
What problems does CaseJolt solve?
Legal funding companies often rely on:
Complex spreadsheets
Manual reporting processes
Disconnected document storage
Limited portfolio visibility
- Lack of proper in-field access
These systems work — until scale introduces risk and inefficiency.
CaseJolt introduces structured data, operational clarity, and controlled access so your portfolio can be managed with confidence by you and your team.
Why not continue using Excel?
Excel provides flexibility. It does not provide structure.
As portfolios grow, spreadsheets introduce:
Version inconsistencies
Formula errors
Limited auditability
Manual consolidation
Restricted permission controls
CaseJolt maintains flexibility while adding data integrity, structured reporting, and secure role-based access — reducing operational risk without reducing control.
How is CaseJolt different from general CRM software?
CRMs are designed for sales pipelines.
Legal funding operations require:
Funding lifecycle tracking
Principal, fee, and payoff management
Portfolio-level reporting
Case-specific financial oversight
Structured status tracking
CaseJolt is built around these operational realities — not retrofitted to approximate them.
Is CaseJolt secure?
Security is foundational.
CaseJolt includes:
Role-based access control (RBAC)
Tenant-level data isolation
Secure authentication protocols
Encrypted data transmission
Activity logging and audit visibility
Each company operates within its own isolated environment. Data is never shared across tenants.
Can I control internal access and permissions?
Yes.
User roles can be configured to ensure that:
Case managers see assigned cases
Accounting accesses financial data
Executives review portfolio reports
Administrators manage configuration
Access is intentional and controlled.
What reporting capabilities are available?
CaseJolt provides structured reporting across:
Portfolio performance
Funding summaries
Principal and fee tracking
Payoff analysis
Adjustments and returns
Profit and loss insights
Reports are filterable by date ranges and operational categories and can be tailored to match your internal review process.
Clear reporting is not just about visibility — it supports better capital decisions.
Does CaseJolt support document management?
Yes.
Documents can be securely uploaded, associated with cases, and permission-controlled by role.
This reduces reliance on fragmented email threads and local storage while maintaining structured access.
Does CaseJolt support digital signatures?
Yes, CaseJolt has a built in electronic agreement signature and document workflow system.
Can CaseJolt track case status updates?
Yes; CaseJolt provides real-time dashboard updates with regards to all funding stages and additionally allows case managers and partners the ability to access records and submit updates for review.
Structured tracking includes:
Medical updates
Settlement discussions
Trial timelines
Attorney communications
Lien and payoff progression
Activity logs
Operational awareness is centralized rather than dependent on inbox memory.
Can we migrate our existing data?
Yes; we have a dedicated migration module for exactly this purpose.
Further, during onboarding, we review your spreadsheets and historical case data to support structured migration.
Continuity of historical data is part of building a stable foundation going forward.
Is CaseJolt suitable for both small and established firms?
Yes.
Emerging funding companies benefit from early structure.
Established firms benefit from operational clarity and scalable reporting.
The platform is designed to grow alongside your portfolio.
What happens to our data if we discontinue service?
Your data ALWAYS remains yours.
We have dedicated export features in our migration module that allow you to export all your data in one click.
Structured export options are available to ensure continued access to your records.
Do you offer white-labeling?
White-label options are available for firms seeking:
Custom branding
Branded portals
Custom domains
Client-facing communication under your identity
This allows you to maintain brand continuity while leveraging CaseJolt infrastructure.
How long does onboarding take?
Onboarding is structured and guided.
We begin with a review of your workflow, reporting expectations, and operational structure. Most firms can begin transitioning immediately following implementation planning.
Is there a long-term contract?
Our approach prioritizes alignment and long-term relationships.
Engagement begins with a clear understanding of operational fit before moving forward.
Can I see the platform before committing?
Yes.
Each firm receives a personalized demonstration tailored to its workflow.
We believe software supporting capital decisions should be understood before it is adopted.
👉 Schedule a demo to explore CaseJolt.
My questions were not addressed above?
Please feel free to send us your questions using this form or email us at info@casejolt.com.