Case Management

Manage the acquisition, circulation, and processing of all service requests in a single unified digital workplace.

Intalio© case Management software is a dynamic platform that improves the performance of personnel within an organization by combining the simplicity of a customizable packaged solution with advanced user features. It enables different types of companies or governmental entities to manage all types of service requests, be it a customer/citizen claim, referral, loan applications, visa request, proposal, and much more!

Participants can focus on the case itself or on collecting information since the software automates the workflow. Along the entire cycle, case managers can track and monitor the progress of a file while involved stakeholders work with the content, respond to deadlines, and collaborate with each other in a comprehensive digital workplace.

Features

Forms and Workflows

Intalio© Case Management system allows users to define their processes and create forms in an intuitive manner and without any technical skills whatsoever.

  • Benefit from a low-code, drag and drop process design tool.
  • Execute tasks and events automatically or manually to move the case file to the second step in its lifecycle.
  • Collect and update your information using an advanced form generation engine.
  • Automate manual forms by creating your own forms and list applications to enhance business performance and improve productivity.

Rules and Activities

Configure both simple and complex business rules to standardize the case transition process. Create ad-hoc tasks or reassign existing projects to different users with ease.

  • Overcome the limitations of a rigid, pre-defined process by actively managing tasks.
  • Delegate and escalate projects either manually or automatically.
  • Inform key personnel about deadlines and issues through alerts and notifications.
  • Create custom alerts and reminders.

Collaboration and Tracking

Work on case files with all stakeholders from the same platform using an embedded image and document viewer. Trace every step of the workflow and locate current tasks using the integrated visual tracker.

  • Comment, review, approve, stamp, and digitally sign documents.
  • Download, email, share, or link files to other case documents.
  • Track workflow progress from initiation to termination.
  • Locate active tasks with ease.
  • Monitor your organization’s performance to ultimately improve customer experience.

Intuitive Mobile App

Ensure optimal mobility and never miss or delay a task. Access information anywhere, anytime, and on any device with the Case Native Mobile app for both iOS and Android.

  • Improve productivity by notifying designated personnel while on the move.
  • Participate in workflows and tasks using your smartphone.
  • Approve, reject, or sign a request from the mobile app.

Intalio© helps you scale your organization using a rich portfolio of content management products and tools.