Case Management
Track every matter, deadline, and status in one organized pipeline tailored to consumer financial practice.
CRM for consumer financial-services law firms
Communicate.
Communicate.
Manage.
Serve.
The case-management platform purpose-built for the modern consumer financial-services practice. Every client interaction, kept in the loop.
TCPA-aware messaging
SOC-minded architecture
Configurable workflows
3rd-party integrations
The platform
One system for the whole client lifecycle.
From first intake to final resolution, Loop keeps cases, documents, and communications in a single connected workflow, so nothing slips through the cracks.
Document Management
Generate, store, and version client documents with templates and a secure, searchable file system.
3rd-Party Integrations
Connect the tools your firm already runs on: payments, e-signature, data providers and more.
Configurable Workflows
Model your firm's exact process with automation, triggers, and stages that adapt as you grow.
Integrated Phone & Video
Call, text, and video your clients from inside the case, with every interaction logged automatically.
Speed & Security
A fast, modern platform engineered with encryption and access controls from the ground up.
The loop
Every client, kept in the loop.
Loop closes the gap between intake and resolution. Work flows continuously, and circles back, so your team and your clients always know what's next.
01 / INTAKE
Capture
Onboard new clients and matters with structured intake and instant case creation.
02 / MANAGE
Organize
Documents, deadlines, and tasks live together in a workflow that mirrors your firm.
03 / COMMUNICATE
Reach
Voice, video, and compliant text, with every touchpoint logged to the matter.
04 / SERVE
Resolve
Close matters faster, then feed insights back into the next intake. Repeat.
Built for compliance
Messaging that respects the rules.
Consumer financial practice lives and dies by communication compliance. Loop gives your firm the tooling to reach clients while keeping consent, opt-outs, and records exactly where they belong.
Read the Terms of Service →- Consent & opt-out handlingTooling to support TCPA, CTIA, and A2P messaging requirements, including STOP request handling.
- Sender-of-record clarityYour firm stays the responsible sender, with records of consent and communication kept on the matter.
- Audit-ready loggingEvery call, text, and video is captured against the case for a complete, defensible trail.
- Carrier & integration supportWorks with established communications infrastructure so your messaging stays deliverable and compliant.
Security & trust
Your clients' data, protected.
Loop is engineered around protecting sensitive consumer and financial information at every layer.
Encryption everywhere
Data is encrypted in transit and at rest, with modern key management and access controls.
Reliable & fast
A modern cloud architecture built for uptime and speed, so your firm is never waiting.
Role-based access
Granular permissions and authorized-user controls keep the right matters with the right people.
Closed beta
Get early access to Loop.
We're onboarding a select group of consumer financial-services law firms. Tell us about your practice and we'll be in touch.
info@loopsolutions.com
You're on the list.
Thanks. We'll reach out to your firm shortly about closed-beta access.