CaseFy for Education
Your SIS manages grades. CaseFy orchestrates the institution.
Enrollment, transfers, scholarships, misconduct investigations, accreditation prep — everything beyond the gradebook needs orchestration. Not more spreadsheets.
Free for up to 3 users. No credit card required.
Enrollment opened. Now what?
A student applied on Monday. By Tuesday, the registrar needs to verify 12 documents, the department needs to analyze course equivalencies, finance needs to generate a contract, and IT needs to create the institutional email. All of this happens over email and spreadsheets.
Two weeks later, the semester starts and 30 enrollments are still pending. The dean asks for a report — but nobody knows exactly which students are stuck at which stage. The information is scattered across spreadsheets, shared folders, and email threads.
The most important enrollment period of the year is running late. Not because someone dropped the ball, but because nobody can see the whole process.
What if every academic operation had a complete story — from application to graduation?
From application to graduation. Without losing a single student along the way.
Enrollment doesn't stop at the form.
Documents, validation, contract, academic setup — every stage has an owner, a deadline, and a status. The process continues with the same clarity as the academic system.
The student follows everything.
Exclusive portal via link. The student sees the status, sends documents, and signs the contract — no account needed, no calling the registrar.
Approvals without bottlenecks.
Equivalency needs the department? Scholarship needs the committee? Formal decisions with justification and deadline — no memos, no email.
AI that works for the registrar.
Agents validate documents, enforce overdue deadlines, and generate reports for the department. Automatically, inside the case.
Where the SIS stops, CaseFy starts.
What the SIS does well
What it doesn't do
In educational operations, the SIS handles academic data. The processes that keep the institution running live in email, spreadsheets, and shared folders.
Every academic process becomes a complete case.
With stages, tracked documents, chained approvals, student portal, and AI agents — all in one auditable place.
Everything the SIS lacks. Everything the registrar needs.
Stages with SLA
Documentation (7d), Validation (2d), Contract (3d). Automatic alerts before the deadline hits.
Tracked documents
ID, transcript, proof — in the case portal, not in an email attachment.
Traceable decisions
Who approved the equivalency, when, and why. In the timeline, forever.
Student portal
Status, documents, and signature — all via link, no calling the registrar.
Privacy-native
90+ granular permissions. Misconduct cases with restricted access. Minor data protected.
AI Agents
Validate documents, monitor deadlines, and generate reports for the department.
Immutable timeline
Every action recorded. Evidence ready for accreditation and audit.
Stage automations
Docs complete? Advance. Contract signed? Create institutional email and unlock LMS.
Start in minutes.
Build your academic process
Define stages, documents, approvers, and automations. Use a ready-made template or build from scratch.
Open a case for each student
Each enrollment, transfer, or process gets its own life: documents, tasks, decisions, and timeline.
Involve the student
Portal via link to submit documents, sign the contract, and track the process — no account needed.
Let the platform work
Automations move stages, AI validates documents, alerts enforce deadlines.
Start with one click.
Complete Enrollment
8 stagesFrom application to onboarding. 10+ documents, validation, contract, and academic setup pre-configured.
Transfer (Incoming)
8 stagesEquivalency analysis, department review, board approval, and schedule adjustment.
Scholarship Selection
8 stagesSocioeconomic collection, committee analysis, approval. Traceable for accreditation audit.
Academic Misconduct
9 stagesReport, investigation, hearing, decision, appeal. Confidentiality and audit trail.
Faculty Credentialing
7 stagesCV, diplomas, department analysis, board review. Accreditation compliance.
Institutional Accreditation
10 stagesStrategic plan, curriculum, infrastructure, faculty, alumni. 12-24 months orchestrated.
SIS vs. CaseFy — side by side.
Use with your SIS. Not against it.
CaseFy doesn't replace your student information system — it complements it. The SIS manages academic data. When operations need orchestration, CaseFy takes over.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
The institution that works is the one nobody let get stuck in a spreadsheet.
Free for up to 3 users. Complete Enrollment template ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.