Case Management
Control Case Lifecycles with CaseCTRL

Manage cases efficiently — independent of your industry

Whether you are handling applications, FOIA requests, contracts — whatever your industry — you’ve run into this problem. You have to compile a document with information from many different areas of your organization.

You’ve played the game—chasing down people from different departments, calling, reminding, begging them to email you their work. In spite of your efforts, the team is still battling to meet deadlines. What you have is a manual process.

When you need to collaborate

A single portal where people can contribute documents, edit, and add notes, and compile them into a PDF for:
  • Admissions
  • Subpoenas
  • Onboarding
  • eDiscovery
  • Complaint Management
  • FoIA requests
  • Contract Management
  • e-Discovery

83% of Case Management purchasers report a complete payback period of only 2 years or less.

“Broadening the Scope for Advanced Case Management”, AIIM

Capture and combine different document types to create a searchable, complete case-file. Our case management software is a highly versatile, packaged solution, designed to facilitate the case lifecycle– collecting, editing and approving cases for submission. Add to that Dashboards and Reports for full accountability.

COLLECT

Trigger cases automatically & Import from Anywhere:

  • Integrate with document database
  • Sync with Windows Directory
  • Integrate with another system (CRM, Collegenet, Sharepoint)
  • Add documents from a local directory
  • Add documents from web portal

COLLABORATE

Sharing and Communication:

  • View documents within the case file to edit and approve them
  • Share documents via FeithDrive
  • Send case files for higher approval
  • Add notes on the case—from the file down to individual parts
  • Configure view permissions on notes, highlights, and redactions

REPORT

Live Dashboards and Reporting on Demand:

  • Full oversight with graphical representation of all the cases in your system.
  • Interactively explore data with “drill down” feature.
  • Request reports on cases by status, processor, department and more.
  • Monitor progress among individuals, departments and more.

DELIVER

Grant Approval and Create Distributables:

  • Add files to a folder or collection based on what information the recipient needs.
  • Approve a case file, freeze it, and prepare it for distribution
  • Send case files for higher approval, or to the next step in your organization’s workflow.
  • Render distributable PDF or TIFF from your collection’s subfolders.

VIEW & MANIPULATE

Generate PDFs and make edits within CaseCTRL:

  • Redactions
  • Signatures
  • Content notes
  • Document notes
  • Temporary notes
  • Graphic notes
  • Highlight
  • Bates stamping
  • Permissions on doc viewer notes
  • Render documents as pdfs
  • Download, print
  • Upload versions, view revisions

FILE SYNC & SHARE

Store and manage all files in CaseCTRL with full records management on top of an easy-to-navigate enterprise file sync-and-share application, FeithDrive.

SHARING

Share documents within FeithDrive, subscribe to case folders, contribute documents to cases from outside of the case manager, and collaborate in shared directories.

VERSION CONTROL

From FeithDrive, open any file, edit them within the appropriate program and save as a revision. View all previous revisions in the document viewer. A full audit trail allows your organization complete oversight of record lifecycle.

RECORDS MANAGEMENT

With complete DoD-5015.2 certified Records Management software built in, manage the retention and disposition of all files from FeithDrive and Case CTRL. Configure metadata fields for each directory and manage what information is saved for every file.

Capture and combine different document types to create a full-text-searchable, complete case file that includes:

  • Email with attachments
  • Scanned or faxed images
  • Office files
  • PDFs

Additionally, you have the ability to set access privileges at the object, file cabinet, or individual level so that only authorized users can access sensitive data, ensuring the integrity and safety of your confidential or proprietary data.

 


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