Process Orchestration
Every process has a beginning, a middle, and an end.
Orchestrate all of them.
Contracts, onboardings, approvals, investigations — complex processes that lived in email and spreadsheets now have structure, traceability, and artificial intelligence.
Free for up to 3 users. No credit card required.
You know these situations.
The phantom status
“It's 3 PM and someone asks for the third time: where does that case stand?”
The lost email
“The document was requested by email. Three days later, it arrived over the phone. Wrong file.”
The side spreadsheet
“47 columns, 3 versions, nobody knows which one is right”
The process in someone's head
“The person who knows the process went on vacation. Nobody knows the next step.”
The surprise audit
“They asked for evidence from last year. It took us two weeks to gather it.”
Simple to start. Powerful to scale.
Design the process
Define stages, fields, assignees, and automations. Use a ready-made template or build from scratch — no code, no IT.
Open a case
Each demand becomes a case with its own life: documents, deadlines, participants, and complete history.
Let the platform work
Automations move stages, AI agents review documents, and your client follows along via the portal — no account needed.
Product tour
See the whole operation, not just a task list.
Every screen below is the real product — a live workspace running hiring, customer onboarding, expenses and contract review side by side.
Boards
Every process gets its own board
Stages you define, cases that move through them, and a count you can trust. Drag a card and the timeline, SLA and assignee all follow.
- Kanban, table, cards, calendar and feed views on the same data
- Colour-coded stages with initial and final markers
- Priority, tags and owner visible without opening a card
Traceability
An audit trail nobody has to maintain
Comments, documents, tasks, decisions and stage changes land on one timeline, in order, with the person who did it and when.
- Every artifact tied to the stage it happened in
- Decisions recorded with justification, not buried in a thread
- Grouped by day, searchable, exportable
No-code setup
Change the process without changing tools
Stages, fields, forms, automation rules, portals and permissions are configuration — not a project for engineering.
- Drag to reorder stages; set icons, colours and SLAs
- 25+ field types, grouped into sections you name
- Automation rules and email workflows per process
Reporting
Answer “where does this stand?” in one screen
Filter, sort and pick your columns — including your own custom fields — then save the view for the whole team.
- Custom fields as sortable, resizable columns
- Saved views per person or shared with the workspace
- Status, stage, tags, owner and dates in one pass
Not another tool. The structure that was missing.
Complex processes need more than tasks and spreadsheets. They need orchestration — stages, documents, decisions, people, and automations in one traceable place.
Process Orchestration
The heart of CaseFy. Create reusable templates, start cases with their own lifecycle, and track every stage with SLA and complete timeline.
Documents & Data
Upload, versioning, approval, digital signature, and external forms — all integrated into the case lifecycle.
Decisions & Governance
Formal decisions with justification, review requests with feedback, assigned tasks, and auditable timeline.
Automation & Integration
Configurable automation rules, ready-made recipes, automatic emails per stage, and webhooks to integrate with any system.
Artificial Intelligence
Agents that understand your process.
Not chatbots. Autonomous specialists that read documents, enforce deadlines, move stages, and generate summaries — within your case context.
AI Sales Manager
Sales Pipeline
Scores leads with BANT criteria, follows up on stalled deals, and generates weekly pipeline reports.
AI Legal Assistant
Contracts & Compliance
Analyzes contract clauses, calculates legal deadlines, and alerts on expirations and legal risks.
AI HR Manager
People & Processes
Creates onboarding checklists, tracks probation periods, and alerts on document expirations.
AI Support Manager
Customer Support
Monitors SLAs, reclassifies priorities, escalates stalled tickets, and generates daily team summaries.
CaseFy works for any process
Discover how CaseFy applies to your industry
Plans that grow with you
Free
To try it out
- Up to 3 users
- Unlimited cases with full timeline
- Conversations with external participants
- 2 templates + 500 MB
Starter
For teams that need structure
Save 18%
- Unlimited users
- Unlimited cases
- 10 templates
- 10 GB + 1 AI Agent
Professional
For operations that need intelligence
Save 18%
- Unlimited cases
- Unlimited templates
- Unlimited AI Agents
- 100 GB + Digital signature
Enterprise
For large organizations
Contact us
- Everything unlimited
- SSO/SAML
- Custom agents + premium models
- Dedicated support + SLA
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.