Dynamic software that works wherever the case takes youUse mobile and web work streams to adapt to change in real time at all of your offices.
The omni-device platform to manage dynamic cases
Digitize case lifecycle management
Unleash workforces with a process-centric case management solution. Organize multiple data formats into one screen. Rapidly adapt to changes in market dynamics, policies, and stakeholder expectations. Reduce the amount of resources required to drive progress for your multi-location business.
Intake any kind of case data
Use sensors, mobile devices, or web-based client portals to capture a collection of information. Add rich evidence such as photos, anatomy diagrams, eSignatures, or audio. Our platform unifies them all.
Manage cases anywhere, anytime
Prepare for changes in workforce, policy, and technology with a fully-customizable platform that adapts with your business. Our cloud-based solution runs on iOS, Android, Microsoft Surface, and web (HTML5). Offline mode empowers remote colleagues to sustain high velocity on their preferred device.
Visually customize your work streams
Power front and back office processes with a flexible solution that updates at the speed of your business. Use our drag-and-drop work stream editor to change processes in real time.
Deliver real-time analytics on demand
Personalize reports and analytics dashboards to deliver actionable insights. Make global changes to your strategy based on reports that are tailored to a role. Zoom out to see macro trends; zoom in to see granular data. Continuously streamline your business processes.
Accelerate case handling with dynamic process fragments
Modularize your business processes to add agility to case resolution. Resolve unplanned events with ad hoc reports, role-based privileges, or predetermined events. Enable ad hoc actions to adapt direction of your case at any point in your process.
Contextually route your workforce
Use cues such as location, skills, or case status to distribute work. Or guide the case lifecycle with round robin scheduling. Adapt within the context of available resources and your industry requirements.
Empower workers with smart case ownership
Clear up any confusion about who owns what. Assign case ownership manually or automatically based on role, skills, location, or name recognition. See ownership at glance. Get things done faster.
Set and escalate milestones
Every case is unique. Set milestones to track progress toward case resolution. See milestones in the context of the case. Automatically flag subprocesses that are not on track. Automate SMS, email, or in-app reminders to trigger overdue deliverable completion.
Shorten time to solution. Customize our mobile framework.
Reuse templates to save time
Optimize your business processes as you identify replicable patterns. Create process templates based on existing cases to duplicate efficient methods. Seamlessly transfer knowledge of best practices.
Login once for unprecedented transparency
Login once to see every case detail on one screen. Email documents to a case to link them. Find anything with a search. Unify all comments, records, and data. Never waste time looking for files or emails again.
✓ Optimize business processes without writing a line of code
✓ Deploy a solution for all divisions and lines of business in 4 weeks or less
✓ Seamlessly integrate with core systems
✓ Automate repetitive tasks for unprecedented efficiency
✓ Enable your current and future team to continuously improve year over year