Activity Log
Every call, meeting and note in the right place.
It's not about taking notes. It's about never losing the context of an interaction.
You've been through this.
An important call with a client at 10 AM. You jot it down in a notepad. Then copy it to email. Maybe mention it in the spreadsheet. Maybe not.
Three weeks later, a colleague asks: "what was agreed on that call?" You dig through WhatsApp history, your inbox, scattered notes. Nothing connects.
The information existed. But it wasn't in the case. It wasn't accessible. And when it mattered most — nobody could find it.
What if every interaction was already connected to the case?
Imagine opening a case and seeing everything that happened.
Every interaction, recorded.
Calls, meetings, emails, notes — all in the case history. No relying on anyone's memory.
Cases connected.
Link related cases and navigate between them with a click. The full context, always at hand.
Everything searchable.
Need to find that March meeting? Search by type, date, participant or keyword. In seconds.
Complete timeline.
Activities appear in the case timeline, alongside documents, decisions and stage changes. One unified story.
Before and after.
Meeting notes lost in email
"What was agreed on that call?" — every week
Related cases with no visible connection
Case history depends on the team's memory
Finding a past interaction takes hours
Every interaction logged directly in the case
Full history accessible with one click
Linked cases with instant navigation
Unified timeline with all activities
Search by type, date or participant in seconds
How it happens
Activities that tell the case's story.
In CaseFy, every interaction becomes a formal record — with type, duration, participants and notes. All connected to the case. All traceable.
Calls
Log calls with duration, participants and notes.
Meetings
Document meetings with agenda, participants and decisions made.
Emails
Link email exchanges to the case to keep full context.
Notes
Record observations, reminders and relevant details at any time.
Case linking
Connect related cases and navigate between them without losing context.
Custom types
Create activity types specific to your industry: hearings, inspections, audits.
The full context. Always at hand.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.