Case Lifecycle Demo
- Create and manage a case from intake to activity log
- Work across overview, documents, attendance, notes, and billing tabs
- Validate role-aware access and workflow continuity
Demos
See Case Keeper in action
Choose a demo track based on your highest-priority workflow and we will tailor the walkthrough to your current stack.
Demo tracks
Template + Mapping Demo
- Build and publish case/attendance/custom-tab templates
- Configure field mappings and preview output structure
- Apply template defaults to live case workflows
Billing Operations Demo
- Review billing summaries and unbilled work indicators
- Walk subscription upgrade and portal controls
- Validate webhook-driven subscription status behavior
Book a guided session
We can align demos to your intake, template, or billing migration priorities.