Document Management for Case and Application Work
Checklists, upload status and searchable records kept alongside each customer.
Client files
- ID documentDone
- Proof of addressReview
- Signed formPending
- PhotoPending
The Business Problem
Documents arrive through email and chat, files are named inconsistently and nobody can quickly tell what is still missing from a case or application.
The Solution
A structured document workflow with a checklist per case, upload and review status, and records you can search.
How It Works
Define the documents each case type requires.
Customers or staff upload against the checklist.
Reviewers mark each document accepted or needing changes.
Outstanding items are visible on the case at a glance.
Capabilities
- Checklists per application or case
- Upload, review and status tracking
- Searchable customer records
- Expiry and deadline reminders
- Role-based access
- Activity log per document
Related Services and Examples
Is This Right for You?
This solution is a good fit if:
- Files are scattered across inboxes, drives and folders
- Finding the latest version takes too long
- You need clear access rules for who can see what
Common Questions
Can documents be organised by client or case?
Yes. Structure, naming and permissions are designed around how your team works.
Can it work with documents we already have?
Existing files can usually be brought in. The method depends on volume and format.
Discuss Document Management
Tell us how this works today and where it breaks down. We will respond to the requirement.