Case Management
Every case, one place
Open, assign, track and close cases on a single board. Everyone sees where each case stands, what's due next and who's working it.
What you get
Why agencies use it
- No more spreadsheets of open cases
- Managers know what's stuck before the client calls
- New staff find everything about a case in one place
In detail
How it works
01
Case board
See every open case by stage, from new and awaiting deposit to in the field, in review and closed.
02
Subjects & details
Keep subjects, addresses, vehicles, photos and the client's instructions with the case they belong to.
03
Planned dates
Set the window a case should run in and see it on the shared calendar alongside everything else.
04
Team assignment
Assign investigators and managers, add helpers, and hand a stalled case to someone else in a click.
05
Activity history
Every note, update, file and change is logged against the case, so nothing lives in someone's inbox.
06
Automatic archiving
Finished cases leave the board on their own after a week, while every link to them keeps working.
Get started
See it in action
Book a demo and we'll walk you through it with example cases, or register your agency to get started.