Workflow
Every stage has an owner, a deadline and a reason.
The process only moves forward when every condition is met. No shortcuts. No surprises.
You've seen this happen.
A case that was under review suddenly shows as approved. Nobody knows who changed it. The required comment was never made. The previous stage's deadline had expired days ago — and nobody noticed.
Another case went back two stages with no explanation. The person responsible didn't even know it had been moved. The manager finds out weeks later, when the client complains.
The workflow exists on paper. But in practice, anyone can move any case anywhere. And when anything can happen, nothing is reliable.
What if the process could only follow the right path?
Imagine a workflow where nothing slips through.
Clarity in every movement.
Everyone knows what stage the case is in, who's responsible, and what's needed to move forward. No calling, no asking.
Control without bureaucracy.
Process rules are enforced automatically. Who can move, where it can go, what needs to be filled in first.
No case forgotten.
If a stage deadline is approaching, the system warns you. If it's overdue, it escalates. No case sits idle without anyone knowing.
No shortcuts, no setbacks.
The case only advances through allowed transitions. You can't skip a stage, you can't go back without justification.
Before and after.
Cases skip stages with no explanation
No deadline per stage
Anyone moves any case anywhere
Changes with no comment or record
Manager discovers issues too late
Controlled, configurable transitions
SLA per stage with automatic alerts
Role-based permissions per transition
Required comments before advancing
Complete timeline of every movement
How it happens
One workflow. Every rule.
In CaseFy, every stage transition can have conditions, permissions, and automations. The process protects itself.
Configurable stages
Create as many stages as you need. Name, color, and order them however makes sense for your operation.
Allowed transitions
Define which movements are possible. From A to B, yes. From A to D, no. No shortcuts.
SLA per stage
Every stage has a deadline. Alerts before expiration. Automatic escalation if overdue.
Required comments
Require a justification when leaving or entering a stage. The decision is recorded forever.
Stage permissions
Control who can move the case at each stage. Analyst, manager, director — each at their moment.
Auto-assignment
When entering a stage, the case is automatically assigned to the right person. No waiting.
Stage-specific fields
Show only the fields relevant to each stage. Less noise, more focus.
Transition automations
Stage changed? Fire notifications, create tasks, update fields. All automatic.
A well-built process doesn't depend on luck.
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.