Process Orchestration
The heart of CaseFy. Create reusable templates, start cases with their own lifecycle, and track every stage with SLA and complete timeline.
Templates
Reusable process models with pre-configured stages, fields, automations, and permissions.
Cases
Process instances with title, assignee, current stage, timeline, and automatic numbering.
Stages with SLA
Set deadlines per stage with automatic alerts when SLA is at risk.
Timeline
Complete chronological history of everything that happened in the case. Auditable and immutable.
Fields
30+ field types: text, currency, ID numbers, date, select, signature, rating, and more.
Activities
Log meetings, calls, interactions, and notes linked to the case with participants and timeline.
Recurrences
Schedule recurring tasks by interval or calendar, with automatic stop criteria.
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