Case Management Solutions

Streamline Case ManagementWith Intelligent Document Control

Organize, track, and collaborate on cases with a comprehensive document management system designed for case-based workflows. From legal matters to insurance claims, manage it all in one secure platform.

Eliminate scattered files, automate repetitive tasks, and ensure every case meets compliance requirements. Purpose-built for legal firms, insurance companies, healthcare organizations, and government agencies managing high-volume caseloads with complex documentation needs.

Common Case Management Challenges

Organizations across industries face significant obstacles when managing cases without the right tools

Scattered Document Organization

Case files spread across multiple systems, folders, and locations make it difficult to locate critical documents quickly. This leads to missed deadlines, duplicate work, and inconsistent case handling across teams.

Result: Reduced efficiency and increased risk of compliance violations

Manual Workflow Bottlenecks

Repetitive manual tasks like case intake, assignment, status updates, and deadline tracking consume valuable time. Teams waste hours on administrative work instead of focusing on case resolution and client service.

Result: Extended case timelines and lower team productivity

Collaboration Barriers

Multiple stakeholders (internal teams, clients, external partners) struggle to share information securely and collaborate effectively. Siloed communication leads to miscommunication and duplicated effort.

Result: Slower case progression and frustrated stakeholders

Compliance & Security Risks

Without proper audit trails, access controls, and data protection, organizations expose sensitive case information to unauthorized access, breaches, and regulatory violations. Manual compliance tracking is error-prone.

Result: Legal liability and damage to reputation

65%
Faster Case Resolution
Reduce case processing time
80%
Less Manual Work
Automate routine tasks
100%
Compliance Rate
Meet all regulatory requirements
90%
User Satisfaction
Improved team efficiency

Complete Case Management Platform

Everything you need to manage cases efficiently from intake to resolution

Centralized Case Files
Keep all case documents, notes, and communications in one secure location
Organized folder structure
Quick document retrieval
Version control
Secure access controls
Custom metadata
Full-text search
Case Workflow Automation
Automate routine tasks and ensure consistent case handling
Automated task assignment
Status tracking
Deadline management
Escalation rules
Custom workflows
Progress monitoring
Team Collaboration
Enable seamless collaboration between case teams and stakeholders
Real-time updates
Secure messaging
Task delegation
Shared calendars
Comment threads
Activity tracking
Compliance & Security
Maintain compliance with industry regulations and security standards
Audit trails
Access controls
Data encryption
Retention policies
Chain of custody
Compliance reporting

Industry-Specific Solutions

Tailored case management for your industry needs

Legal Firms

Manage legal cases with matter-centric organization

Litigation management
Contract review
Discovery
Client collaboration

Healthcare

Handle patient cases and medical records securely

Patient files
Treatment plans
Insurance claims
HIPAA compliance

Government

Process citizen cases and public records efficiently

Permit applications
Investigations
Public requests
Regulatory compliance

Insurance

Streamline claims processing and investigations

Claims management
Policy documents
Investigation reports
Customer communications

Support for All Case Types

Flexible system adapts to your specific case requirements

Legal Cases
  • Matter management
  • Court documents
  • Client communications
  • Billing integration
Medical Cases
  • Patient records
  • Treatment history
  • Lab results
  • Insurance documentation
Insurance Claims
  • Claim forms
  • Investigation reports
  • Policy documents
  • Settlement tracking
HR Cases
  • Employee files
  • Investigation notes
  • Policy violations
  • Resolution tracking

Intelligent Workflow Automation

Automate repetitive case processes to accelerate resolution and reduce manual work

Automated Case Intake
Streamline new case creation and document processing
  • Intake forms route automatically to appropriate teams
  • Document OCR and indexing happens automatically
  • Case metadata extracted and tagged instantly
  • Template-based case setup in seconds
Deadline & Deadline Management
Never miss critical case milestones again
  • Automatic deadline calculation from case events
  • Escalation alerts weeks before statute of limitations
  • Smart reminders account for holidays and court calendars
  • Recurring deadline tracking across multiple cases
Task Assignment & Workload Balancing
Distribute work efficiently across your team
  • Intelligent workload distribution based on capacity and skills
  • Automatic notifications when tasks are assigned
  • Task escalation workflows for overdue items
  • Caseload visibility across teams at a glance
Status Updates & Approvals
Keep stakeholders informed with automated updates
  • Automated status changes trigger notifications to clients
  • Multi-level approval workflows with tiered authority
  • Conditional workflows based on case type and value
  • Approval history and audit trail for compliance

Seamless Integrations

Connect with the tools your team already uses

Practice Management
Clio
MyCase
PracticePanther
Smokeball
CRM Systems
Salesforce
Microsoft Dynamics
HubSpot
Zoho
Communication
Microsoft Teams
Slack
Outlook
Gmail
Accounting
QuickBooks
Xero
FreshBooks
Wave

Streamlined Case Process

From intake to resolution, manage every step efficiently

1

Case Intake

Capture case details and documents from multiple channels

2

Assignment & Setup

Automatically assign cases and create organized file structures

3

Case Management

Track progress, collaborate, and manage all case activities

4

Resolution & Archive

Close cases and maintain compliant records for future reference

Frequently Asked Questions

Everything you need to know about case management solutions

What is case management software?

Case management software is a digital platform designed to organize, track, and manage cases from intake through resolution. It centralizes all case-related documents, communications, deadlines, and activities in one secure location. Case management systems are essential for legal firms, insurance companies, healthcare organizations, government agencies, and any organization managing multiple complex cases with interconnected documents and stakeholders.

How does case management improve efficiency?

Case management systems improve efficiency through several key mechanisms:

  • Automation: Repetitive tasks like document routing, task assignment, and deadline calculation happen automatically.
  • Centralization: All case information is in one place, eliminating time spent searching across multiple systems.
  • Collaboration: Teams can work together in real-time with shared notes, comments, and task tracking.
  • Analytics: Visibility into caseload metrics helps identify bottlenecks and optimize resource allocation.
What industries benefit most from case management?

Any organization managing cases benefits from case management software:

  • Legal Firms: Track matters, deadlines, discovery, and client communications.
  • Insurance: Manage claims, investigations, approvals, and settlement negotiations.
  • Healthcare: Coordinate patient care, treatment records, and insurance documentation.
  • Government: Process applications, investigations, permits, and benefit determinations.
  • HR/Employee Relations: Document investigations, policy violations, and resolutions.
How do case management systems ensure compliance?

Compliance is built into modern case management platforms through multiple features:

  • Audit Trails: Complete record of who accessed what and when, proving compliance during regulatory audits.
  • Access Controls: Role-based permissions ensure only authorized users access sensitive case information.
  • Retention Policies: Automated enforcement of retention schedules prevents accidental data destruction.
  • Encryption: Data is encrypted at rest and in transit, protecting sensitive information from unauthorized access.
Can case management systems integrate with existing tools?

Yes. Modern case management platforms integrate seamlessly with practice management software (Clio, MyCase), CRM systems (Salesforce, HubSpot), communication tools (Slack, Teams), and accounting software (QuickBooks, Xero). Pre-built connectors and APIs ensure your case data flows between systems without manual data entry, reducing errors and saving time.

What ROI can organizations expect from case management?

Organizations typically see measurable ROI within months of implementing case management:

  • Time Savings: 20-40 hours per week through automation and centralization.
  • Faster Resolution: 30-65% reduction in case processing time.
  • Error Reduction: Fewer missed deadlines, duplicate work, and compliance violations.
  • Revenue Impact: Higher billing rates, increased throughput, and improved client retention.
"Ademero transformed our case management process. We reduced case resolution time by 65% and eliminated lost documents. The automation features alone save us 20 hours per week."
Jennifer Martinez
Managing Partner, Martinez Law Group
65%
Faster Case Resolution
20 hrs/week
Time Saved
Zero
Lost Documents

Real-World Case Management Solutions

See how organizations across different industries leverage intelligent case management to achieve better outcomes

Legal Practice Example

The Challenge

A 50-attorney litigation firm struggled with scattered case documents across email, shared drives, and practice management systems. Case deadlines were missed, e-discovery was manual and error-prone, and conflict checks took hours.

The Solution

Implemented matter-centric case management with automatic deadline calculation, integrated e-discovery, and conflict checking. Teams gained 20 hours per week back, reduced case resolution time by 35%, and achieved 100% deadline compliance.

Insurance Claims Example

The Challenge

A regional insurance carrier processed 500+ claims monthly with manual tracking. Claim status updates were inconsistent, investigation documents were scattered, and settlement tracking was error-prone. Customer satisfaction was declining.

The Solution

Deployed claims-specific workflows with automated status updates to policyholders. Investigation evidence was organized with chain-of-custody tracking. Settlement workflows streamlined approvals. Claim resolution time dropped 40%, and customer satisfaction scores increased 28%.

Government & Social Services Example

The Challenge

A state social services agency managed 10,000+ active child welfare cases across multiple locations. Case records were fragmented, compliance documentation was incomplete, and state audits identified serious gaps in case tracking and reporting.

The Solution

Deployed case management with state compliance built-in. Automated case plan documentation, family contact tracking, and service provider coordination. Audit trails provided proof of case activity. State passed audit with zero findings and improved case outcomes by 15%.

Healthcare Care Coordination Example

The Challenge

A hospital system coordinated care for 30,000+ patients annually with siloed records between departments. Multidisciplinary teams duplicated work, transitions of care were poorly documented, and compliance with quality measures was difficult to prove.

The Solution

Implemented HIPAA-compliant care coordination with unified patient case files. Multidisciplinary documentation, automated care transition workflows, and quality metric reporting. 30-day readmission rates dropped 22%, quality measures improved 18%, and compliance audits passed with flying colors.

Ready to Transform Your Case Management?

See how Ademero can streamline your case workflows and improve outcomes.