Client Monitoring

Stay current
for the life of the case.

Client data doesn't stay accurate on its own. People move, change phone numbers, continue treatment, and circumstances evolve. CG360 tracks these changes automatically so firms don't lose contact with clients or miss important case developments.

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What Client Monitoring Covers
Contact information changes
Health record updates
Material change alerts

Verification doesn't end at intake.

A client's information is accurate the day it's collected. After that, things change. Addresses go stale, phone numbers are disconnected, new medical treatment creates records that matter to the case.

CG360 monitors client data on an ongoing basis and alerts firms when something material changes. This means firms stay in contact with their clients and have current information when it matters, without assigning someone to manually check.

Contact Information Changes
Detect changes to client contact information so the firm can keep records current and maintain communication throughout the case.
Health Record Updates
As clients continue treatment, new medical records become available. CG360 can retrieve additional medical records and track any changes so the firm's case file stays current.
Material Change Alerts
When something changes that the firm needs to know about, CG360 generates an alert rather than requiring someone to check manually.
Need to get current on existing cases?
CG360 can check for changes to client information and retrieve updated medical records across your active caseload — not just cases going forward.

Interested in client monitoring? Let's talk.

We'd like to hear about how your firm tracks client data today and how CG360 can help.