live chat

Transform the way you communicate with clients through our intuitive Live Chat.

It provides a dedicated, built-in chat thread for every single case. This keeps all conversations securely centralised and perfectly ordered, eliminating the chaos of scattered emails, SMS, and other forms of communication.

live chat

Designed to feel as familiar as apps like WhatsApp.

Live Chat isn’t just for clients; it’s a powerful collaboration tool for your whole team. Advisers, admins, and clients can all interact on the same thread, ensuring everyone is on the same page and moving the case forward together. Instant notifications ensure you are always alerted to new messages from your clients.

Because we know you need time to switch off, the system includes automated out-of-office messages to manage client expectations when you are away. It is real-time, personal support that respects your headspace.

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Frequently asked questions.

For all frequently asked questions please have a look at our FAQs page.

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Absolutely! Just book a demo slot and we’ll take it from there. Alternatively just contact us to discuss your requirements or watch the demo video on our website.

See our pricing page for full details.

No, you can cancel any time you like, any unused time will be refunded. Once you have cancelled you will still have access to all your data in Surecase but you will not be able to add new advisers, clients or cases.

We try to make Surecase as intuitive to use as possible but if you need some specific help please contact us.

Yes. Surecase has been designed to be “mobile first”, meaning we make sure the experience is optimised for use on a mobile device as well as tablets and desktop/laptop computers. The mobile experience is not a “cut down” version of the the desktop experience either; you can perform all functions regardless of the device you’re using.

Book a demo.

Schedule a quick, no-obligation walkthrough to see how Surecase reclaims your time, headspace, and focus.

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