Case Library & Cloud Sync
All your benefit cases in one place. Cloud-synced, searchable, and accessible from anywhere. Never lose a proposal again.
Why Case Library & Cloud Sync?
Cloud Sync
All cases automatically sync to the cloud. Access your work from any device, anywhere.
Instant Search
Find any case instantly by employer name, policy period, or tags. Filter by date, status, or custom criteria.
Favorites & Templates
Star frequently accessed cases for quick launch. Save cases as templates for recurring clients.
Bulk Actions
Select multiple cases to export, archive, or delete in one operation. Streamline your workflow.
Activity Tracking
See which cases were updated recently. Never lose track of in-progress work.
Grid & List Views
Switch between visual grid cards or compact list view based on your preference.
Case Library at a Glance
Smart Organization
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime