One platform, the entire process
27+ features integrated across 7 pillars to orchestrate processes from start to finish — now with AI agents.
Process Orchestration
“Define the process once, execute it a thousand times.”
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.
Documents & Data
“Collect, store, and sign. All within the process.”
Upload, versioning, approval, digital signature, and external forms — all integrated into the case lifecycle.
Documents
Upload, inline preview of PDF, images, and Word. Organization by case.
External Forms
Secure links for data collection without login. Automatic mapping to the case.
Digital Signature
Electronic signature integrated into the process flow. Legal validity.
Versioning
Document version history with comparison capability.
Collaboration & Communication
“Discussion, decision, and action in one place.”
Internal and public comments, @mentions, real-time chat, and notifications — all communication linked to the case.
Comments
Internal comments between operators and public ones for external participants.
Public Chat
Real-time conversations with external participants, no account needed.
@Mentions
Mention team members to draw attention to any artifact.
Notifications
Real-time and email notifications for relevant actions.
Decisions & Governance
“Every decision documented. Every action tracked.”
Formal decisions with justification, review requests with feedback, assigned tasks, and auditable timeline.
Decisions
Approvals, rejections, and typed decisions with mandatory justification.
Review Requests
Request expert review with deadline and notification.
Tasks
Tasks with assignee, deadline, and status linked to the case.
Automation & Integration
“Automate the repetitive. Focus on what matters.”
Configurable automation rules, ready-made recipes, automatic emails per stage, and webhooks to integrate with any system.
Automation Rules
"When X happens, if Y is true, do Z". No code.
Recipes
Ready-made automation templates for the most common scenarios.
Automatic Emails
Send emails automatically when the case changes stage.
Webhooks
Integrate CaseFy with any external system via webhooks.
External Participants
“Your clients follow along without needing an account.”
Tracking portal with exclusive link, real-time chat, document submission, and forms — all without registration.
Tracking Portal
Exclusive link for each case. External participants see current stage, documents, and timeline.
People & Companies
Participant registry with contact data and case linking.
Roles per Case
Configure specific roles (Owner, Guarantor, Witness) per case.
AI Agents
“Autonomous agents that work within your processes.”
AI agents that observe case events, analyze context and take actions automatically — like commenting, moving stages, filling fields, and creating tasks.
Agent Catalog
Library of ready-to-install agents with one click. Each agent specializes in a specific type of task.
Autonomous Actions
Agents can comment, move stage, assign owner, fill fields, create tasks and more — without human intervention.
Event Observers
Agents react to events like stage change, new comment or document uploaded. No polling, no delay.
Per-Case Memory
Each agent maintains memory per case, accumulating context between executions for smarter decisions.
Ready to orchestrate your processes?
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