SaasCase

SaasCase, developed by AgileCase Ltd, is a case management software solution designed to enhance efficiency and streamline processes. It caters to businesses of various sizes, from small startups to large enterprises, and is utilized by professionals in industries such as legal services, insurance companies, healthcare providers, government agencies, and financial institutions.

Key Features

Capture: According to the vendor, SaasCase allows users to easily store and share information by importing emails, documents, notes, and images. It offers seamless integration with third-party services, enabling efficient data management.

Docs And Comms: SaasCase provides a secure and audited space for storing and managing documents and contact records. Users can collaborate on documents with integrated versioning, securely share documents with clients, and centralize email conversations and attachments for team collaboration.

Email To Case: The vendor states that SaasCase offers a centralized email solution within cases, allowing users to draft, edit, and send emails directly. It enables the storage of the full conversation and attachments, ensuring a comprehensive case story. Users can also automate email sending based on case workflow updates using scripting capabilities.

Custom Fields: SaasCase allows users to customize cases according to their desired flow and display relevant information using custom fields. The vendor claims that a wide range of field types are available, and users can even create their own custom field scripts. Custom fields facilitate consistent information across cases and enable linking of contacts, communications, events, tasks, and other data to a case.

Forms, built by you: Users can design and configure their own forms within SaasCase, capturing data as needed. The vendor claims that forms can be securely or publicly published and distributed. Additionally, the software automatically opens cases within AgileCase, distributing them to the workforce for streamlined data collection.

Update Your Records: According to the vendor, SaasCase allows users to easily add, edit, or remove data, with immediate reflection across the entire system. The software features an intuitive design for easy data entry and update, with different field types to accommodate various data types.

Automate Tasks: SaasCase offers scripting capabilities to automate tasks within the workflow. According to the vendor, users can trigger automated emails with pre-written content based on specific steps in the process. The software also allows users to send data or messages to other systems or APIs when conditions are met in the workflow.

Audit Trail: SaasCase provides a reliable and un-editable audit trail, tracking all actions performed on each case. The vendor claims that users can view the full history of changes, including previous values. The software also allows users to see changes within table controls, ensuring transparency and accountability.

Build Custom Reports: SaasCase enables users to gain valuable insights into their data through AgileCase reports. According to the vendor, users can create simple or complex reports with ease, apply criteria for real-time reporting, and implement security measures to protect sensitive information.

Milestones And Case Planning: Users can create sets of milestones within SaasCase, aligning them with their process and linking preceding actions. The software provides proactive updates and alerts as milestones approach. Users can also build reports based on milestone data to identify process issues and improve efficiency.