Case management platform features

We understand the importance of simplicity and efficiency in your workflow. That’s why our platform seamlessly integrates with Microsoft 365, leveraging your company’s existing investment in Microsoft technology while enhancing productivity and security.

Adaptive Workflow

AI-Based Services

Mobile Support

Adaptive Workflow

Tailor your workflow to fit your unique business processes with our adaptive workflow feature.

  • Customizable Workflow Templates: Create and modify workflow templates to suit your organization’s specific needs.
  • Dynamic Task Assignment: Assign tasks dynamically based on predefined criteria, ensuring efficient task allocation.
  • Real-time Workflow Monitoring: Monitor workflow progress in real-time and make adjustments as needed for optimal efficiency.

AI-Based Services

Harness the power of artificial intelligence to enhance your case management capabilities.

  • Intelligent Document Analysis: Automatically analyze documents to extract relevant information and identify key insights.
  • Predictive Analytics: Utilize predictive analytics to forecast case outcomes and identify potential risks.
  • Natural Language Processing: Interpret and analyze natural language text for improved understanding and decision-making.

Counterparty Portal

Seamlessly collaborate with external parties through our integrated Counterparty Portal.

  • Documents exchange: Send and receive contracts, invoices directly through the Counterparty Portal, streamlining communication with suppliers and clients.
  • Secure Document Sharing: Share documents securely with counterparties, ensuring confidentiality and data integrity.
  • Real-time Communication: Communicate with counterparties in real-time, facilitating efficient collaboration and decision-making.

ERP Integration Support

Integrate your case management platform with leading ERP systems for seamless data synchronization.

  • Data Synchronization: Automatically synchronize data between your case management platform and ERP system to ensure consistency.
  • Streamlined Processes: Streamline business processes by eliminating manual data entry and minimizing errors.
  • Enhanced Reporting: Access comprehensive reports and analytics by leveraging data from both your case management platform and ERP system.


Gain valuable insights into your case management processes with powerful analytics tools.

  • Performance Metrics Tracking: Track key performance metrics such as case resolution time, customer satisfaction scores, and workload distribution.
  • Trend Analysis: Identify trends and patterns in case data to make informed decisions and optimize processes.
  • Customizable Dashboards: Create customizable dashboards to visualize data and monitor performance in real-time.

World-Class Security

Protect your sensitive data with world-class security features.

  • Encryption: Encrypt data to prevent unauthorized access and protect against data breaches.
  • Access Controls: Implement role-based access controls to restrict access to sensitive information.
  • Audit Trail: Maintain a detailed audit trail of user activities for compliance and accountability purposes.

Mobile Support

Stay connected and productive on the go with our mobile support feature.

  • Mobile App: Access your case management platform from anywhere using a dedicated mobile app.
  • Offline Access: Work offline and synchronize data when you’re back online, ensuring continuity of operations.
  • Push Notifications: Receive push notifications for important updates and tasks, keeping you informed and on track.

Digital Signature Capability

Sign documents electronically with our digital signature capability, reducing paperwork and streamlining approval processes.

  • Secure E-Signatures: Sign documents securely using legally binding electronic signatures.
  • Workflow Integration: Integrate digital signatures seamlessly into your workflow for efficient approval processes.
  • Audit Trail: Maintain a comprehensive audit trail of digital signature activities for compliance and accountability.

Automated Document Creation

Create documents quickly and accurately with our automated document creation feature.

  • Template Library: Choose from a library of customizable templates for various document types.
  • Data Merge: Automatically populate document templates with relevant data from your case management platform.
  • Version Control: Maintain version control of documents to ensure accuracy and consistency.

Cloud Repository

Store and manage your case-related documents securely in the cloud.

  • Centralized Storage: Store all your case-related documents in a centralized repository for easy access and organization.
  • Access Control: Implement granular access controls to restrict access to sensitive documents.
  • Scalability: Scale your storage capacity as needed to accommodate growing data volumes and business needs.