The analogy
Think of a template as an apartment blueprint. It defines how many rooms, where the kitchen is, the floor area. But each apartment built from the blueprint is different: colors, furniture, residents.
In CaseFy, it works the same way. The template defines the process structure: stages, fields, automations, permissions. The case is the real instance: with filled data, attached documents, involved participants and a unique timeline.
Why it matters
- 1Standardization: all processes follow the same structure
- 2Flexibility: each case can have different data and documents
- 3Evolution: you update the template and new cases are born updated
- 4Traceability: each case has its own complete history
In practice
A law firm creates a "New Contract" template with 6 stages. Each real contract becomes a case. The lawyer can see all ongoing contracts, filter by stage, see which ones are overdue, and click on any one to see the complete timeline.
Shareable templates
In the future, we plan a template marketplace where companies can share and use ready-made templates for common processes: onboarding, due diligence, credit analysis, school admission, and much more.