Your processes scattered across email, WhatsApp, and spreadsheets? It's over.
From the first data point collected to the final decision, everything happens in one place. AI Agents analyze documents, enforce deadlines, and move stages — automatically.
Up to 3 users free forever. No credit card required.
The problem isn't signatures, forms, or workflow. It's the lack of orchestration.
No Visibility
“I don't know what stage this is at”
Fragmentation
“Everything is scattered: email, WhatsApp, spreadsheets”
Diffuse Responsibility
“Nobody knows who owes what”
Incomplete Process
“The contract was signed, but the process continues”
No History
“When things go wrong, nobody knows the history”
Three steps to orchestrated processes
Create your Template
Define your process stages, the fields you need to collect, the automations that should trigger, and who can do what. Use one of our ready-made models or create from scratch in minutes.
Start Cases
Each real process becomes a "case" — with a title, assignee, current stage, documents, tasks, and participants. Everything organized and traceable in a chronological timeline.
Orchestrate & Track
Automations and AI agents move the process between stages, external participants follow along via the portal without needing an account, and you have full visibility of every active process.
Everything you need to orchestrate processes
A complete platform with 7 pillars: case management, documents, forms, collaboration, decisions, automation, and AI agents.
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.
Collaboration & Communication
Internal and public comments, @mentions, real-time chat, and notifications — all communication linked to the case.
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.
External Participants
Tracking portal with exclusive link, real-time chat, document submission, and forms — all without registration.
AI Agents
AI agents that observe case events, analyze context and take actions automatically — like commenting, moving stages, filling fields, and creating tasks.
A team of AI specialists inside your process
Autonomous agents that observe, analyze, and act — no prompt, no code, no integration.
Summarizer
Case Summaries
Generates executive summaries automatically every time the case changes stage.
Doc Reviewer
Document Review
Analyzes every document submitted, identifies issues, and creates correction tasks.
Deadline Guard
Deadline Control
Monitors SLAs and deadlines. Sends alerts before the deadline expires.
Stage Advisor
Stage Advancement
Analyzes whether the case is ready to advance and suggests or executes the transition.
Install from the marketplace in one click. Configure triggers and permissions per template.
CaseFy works for any process
Discover how CaseFy applies to your industry
Plans that grow with you
Starter
For teams that need structure
- Unlimited users
- 300 cases/month
- 10 templates
- 10 GB + 1 AI Agent
Professional
For operations that need intelligence
- 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
Ready to orchestrate your processes?
Start free, no credit card. Upgrade when ready.
Up to 3 free users forever. No commitment.