Case Management and Workflow Automation

Organizations manage complex business processes that deal with a regular flow of incoming and outgoing documents and communications. Most of these processes evolve around a case, such as a financial application or an insurance claim, and require collaboration with a team of workers.

EverSuite Case for Workflow Automation

EverSuite Case provides powerful document workflow automation and business process management capabilities, which can be customized according to the types of cases you manage. Out of the box, it provides:

  • Case driven, productivity-focused workflow solutions, which are quick to implement and easy to use.
  • A Web-Based, wizard driven interface, allowing administrators to easily setup, test and deploy complex workflows.
  • Powerful monitoring features that allow managers to optimize and reallocate workloads, and executives to be notified of KPIs.
  • Seamless integration with EverSuite Content, supporting workflows that contribute to a unique customer file, or benefit from existing repositories.
  • Flexibility by adapting to the organization and its evolution, and efficiently handling large workloads.
  • A broad set of connectors, enabling integration with different lines of business applications.


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EverSuite Case use cases

  • Incoming and outgoing correspondence management and tracking.
  • Loan & mortgage management.
  • Claims processing.
  • Invoice processing.
  • Human Resource files management.
  • Opening of accounts, and loan processing.
  • Customer order processing.
  • Building Permit Request Automation.



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