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Workflow and form design

  • iCasework provides a workflow designer for event driven processes
  • Form designer provides action attributes to drive processes, including but not restricted to triggering:
    • Correspondence based on formulas
    • Tasks based on formulas
    • Forms based on formulas
    • API calls based on formulas
  • Correspondence templates and paragraphs
  • Service hierarchy editor
  • Periodic task scheduler
    • Generating correspondence
    • Send correspondence (letter and emails)
    • Allocate cases
    • Re-assign teams
    • Set outcomes
    • Generate reports
    • Trigger integrations, exports or imports
    • Invoke forms with action attributes for unparalleled flexibility

Configurable REST API

iCasework provides a configurable input API providing an interface to each input form. Configurable output API provides interfacing through our ad-hoc reports designer.

Embed external web service calls in forms or overnight processes to:

  • Populate dropdowns
  • Validate data entry
  • Pre-populate or display data
  • Submit data through either REST or SOAP
  • Store and synchronise lookup data such as products, brands, suppliers, branches, advisors

Standard integrations:

  • Email integration
  • Postal delivery
  • SAML & OpenId
  • MSWord integration
  • Telephony integration
  • Social media
  • Content management systems (oEmbed)
  • Document management systems
  • Calendaring (iCal)
  • LDAP

Take the first step to doing a better job of case management

Our software combines the knowledge and skills of experts in case management and software design

We consult with our clients to ensure we fully understand the issues our software needs to address

Get user friendly, secure and compliant case management software to meet today’s challenges

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