Flexible and Configurable
CaseTracker can be easily configured to work for a wide range of sectors and use cases. New workflows can be added by admin users without needing additional development.
Seamless Integration
Integrates with your DMS and email system of choice, plus any other API-enabled critical business systems.
Future-proof
Changes to your processes can be easily accommodated with just a few tweaks in your workflow configuration settings.
Multi-threaded Processes
Caters for complex workflows with parallel activity streams. Includes the ability to set blocking tasks and task dependencies.
Roles and Permissions
Granular control over user access and privileges. Ability to set permissions at a team level and individual level.
Powerful Reporting
Includes accurate reporting on all the most important metrics to keep your operation running efficiently.
CaseTracker is the most flexible of our suite of applications. It can be configured to work as a case management platform across a wide range of sectors, such as insurance, utilities and legal. Our AI ingestion features enable users to quickly and easily start a new case, based on data ingested from a range of different sources (web forms, email copy, email attachments or manual data input). CaseTracker makes it logical and intuitive to for a team of people to work collaboratively on each case, seeing it through to completion task-by-task.
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