Case Management
Group related visits, documents, and interactions under a single case file
Case file system for grouping multiple touchpoints — visits, documents, communications, and decisions — under one navigable record. Used across healthcare treatment cases, legal matters, compliance reviews, and helpdesk escalations to keep an auditable trail and shared context between handling staff.
Features
What's Included
Case File Creation
Spin up a case file linked to a primary subject (patient, client, account) with configurable case types per business unit.
Linked Activity Timeline
Auto-aggregate visits, documents, messages, and tasks linked to the case into a single chronological timeline.
Status Workflow
Configurable case states (open, in-review, on-hold, closed) with role-based transition rules and required fields per state.
Assignment & Handover
Assign a primary owner and collaborators with handover notes, SLA timers, and breach alerts on overdue cases.
Document Vault
Attach and version documents per case with access control, retention policy, and tamper-evident audit trail.
Closure Summary
Generate a closure summary report containing all linked artefacts for archive, hand-off, or external disclosure.
Plans
Feature Comparison
See what's included at every level — each tier builds on the previous one.
| Feature | Basic | Advanced | Expert | Enterprise |
|---|---|---|---|---|
| Case CRUD with subject link | ||||
| Manual activity log | ||||
| Open and closed status | ||||
| File attachments | ||||
| Auto-aggregated activity timeline | — | |||
| Multi-state workflow | — | |||
| Owner and collaborator roles | — | |||
| Email notification on update | — | |||
| SLA timers and breach alerts | — | — | ||
| Document versioning | — | — | ||
| Full-text search across cases | — | — | ||
| Closure summary PDF | — | — | ||
| Custom case types per business unit | — | — | — | |
| Cross-case linking (parent/child) | — | — | — | |
| Compliance audit trail | — | — | — | |
| Integration with ERP, CRM, or EMR | — | — | — |
Basic
4 features- Case CRUD with subject link
- Manual activity log
- Open and closed status
- File attachments
- — Auto-aggregated activity timeline
- — Multi-state workflow
- — Owner and collaborator roles
- — Email notification on update
- — SLA timers and breach alerts
- — Document versioning
- — Full-text search across cases
- — Closure summary PDF
- — Custom case types per business unit
- — Cross-case linking (parent/child)
- — Compliance audit trail
- — Integration with ERP, CRM, or EMR
Advanced
8 features- Case CRUD with subject link
- Manual activity log
- Open and closed status
- File attachments
- Auto-aggregated activity timeline
- Multi-state workflow
- Owner and collaborator roles
- Email notification on update
- — SLA timers and breach alerts
- — Document versioning
- — Full-text search across cases
- — Closure summary PDF
- — Custom case types per business unit
- — Cross-case linking (parent/child)
- — Compliance audit trail
- — Integration with ERP, CRM, or EMR
Expert
12 features- Case CRUD with subject link
- Manual activity log
- Open and closed status
- File attachments
- Auto-aggregated activity timeline
- Multi-state workflow
- Owner and collaborator roles
- Email notification on update
- SLA timers and breach alerts
- Document versioning
- Full-text search across cases
- Closure summary PDF
- — Custom case types per business unit
- — Cross-case linking (parent/child)
- — Compliance audit trail
- — Integration with ERP, CRM, or EMR
Enterprise
16 features- Case CRUD with subject link
- Manual activity log
- Open and closed status
- File attachments
- Auto-aggregated activity timeline
- Multi-state workflow
- Owner and collaborator roles
- Email notification on update
- SLA timers and breach alerts
- Document versioning
- Full-text search across cases
- Closure summary PDF
- Custom case types per business unit
- Cross-case linking (parent/child)
- Compliance audit trail
- Integration with ERP, CRM, or EMR
Use Cases
Where This Module Fits
Healthcare patient case files
Legal practice matter management
AML and compliance review cases
Helpdesk and incident escalations
Insurance claim adjudication
Technology
Built With
Production-grade technologies trusted by enterprises worldwide.
Related Modules
Works Well With
Document Management
File storage with folder hierarchy, version control, access permissions, and preview
CRM & Lead Management
Contact database, deal pipeline, activity logging, follow-up reminders, and sales reports
Helpdesk & Support Ticketing
Ticket creation, SLA tracking, agent assignment, canned responses, and satisfaction surveys
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