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About us
A partner in the room, not a vendor at the door.
Case Status® started by solving a simple problem for law firms: clients who couldn't see what was happening with their case. FinXOS takes what we've learned and brings it to financial services, with people on our team who've spent their careers in the industry.
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Compliant communication, built in. Every client conversation stays on one supervised channel the firm owns. How we handle compliance
How we work
A strategic alliance, not a software purchase.
Software is only part of the outcome. People, process and adoption decide whether it works, so we embed with your team and share accountability for results.
Typical software vendor
FinXOS alliance
A license and a support email
A team that works alongside yours
Your staff deploys it
Our engineers build it with you
You carry the adoption risk
Shared goals and regular check-ins
Another destination for clients
An app on your brand
The team
Technology builders and industry insiders.
Andy Seavers
CEO and Co-founder, Case StatusBuilt Case Status into the client experience platform behind 1M+ users.
David Horine, ChFC®, ChSNC®
Financial ServicesFormer regional director and advisor in life insurance and financial planning.
Mick Gunter
Financial Services4.9 ★App store rating from clients
1M+People on the platform
SOC 2 Type IIIndependently audited
G2 2026Easiest to Do Business With
Platform figures reflect Case Status results with legal customers.