Cases · Timelines · SLA Tracking

Every case, one place.

Bundle documents, communications, and tasks into structured cases with timeline views, status tracking, and SLA monitoring.

360°Case visibility
SLAMonitoring built-in
CustomStatus workflows
LinkedRelated documents
Organization

Structured Case Folders

Keep every artifact in context. Cases group documents, emails, and notes into a single navigable structure with full relationship tracking.

  • Bundle related documents, emails, and notes
  • Custom fields and metadata per case type
  • Parent-child case relationships
  • Cross-reference linking between cases
Case #4821Active
DocumentsTimelineTasksNotes
Contract-Final.pdfLegalMar 5
Invoice-8492.xlsxFinanceMar 3
Email-Thread-Acme.emlCorrespondenceMar 1
Meeting-Notes.docxInternalFeb 28
Compliance

SLA & Status Tracking

Never miss a deadline. Configure SLA rules per case type, track progress visually, and escalate automatically when thresholds are breached.

  • Configurable SLA rules per case type
  • Visual timeline of all case activity
  • Automatic escalation on SLA breach
  • Dashboard widgets for case workload
SLA Dashboard
#4821Acme Contract ReviewOn Track
#4819Vendor OnboardingAt Risk
#4815Compliance AuditBreached

Everything you need for case management

Case Templates

Pre-configured templates for common case types with custom fields, workflows, and default assignments.

Bulk Actions

Update status, reassign, or apply tags across multiple cases simultaneously with batch operations.

Priority Queuing

Automatically prioritize cases based on SLA urgency, client tier, or custom scoring rules.

Assignment Rules

Route new cases to the right team member based on workload, expertise, or round-robin logic.

Audit History

Full, immutable log of every action taken on a case, including who did what and when.

Export & Reporting

Generate case summaries, export full case bundles, and build reports across your case portfolio.

Ready to streamline case management?

Bring structure to every case, hit every SLA, and give your team a single source of truth for all case-related work.