Automations
Work that runs on its own when calls come in, documents land, or cases change.
Work that arrives
Calls, emails, faxes, texts, and mail get handled the moment they land.
How it works
It listens to your communication systems (phone, email, fax), your case management system, and your Microsoft environment. When something happens in one, the right action happens in the others.
Work your cases trigger
When a case is created, changes phase, or is archived, the follow-through runs on its own.
How it works
Case events trigger it, automation handles the rest. When a case is created, a phase changes, or a schedule fires, the task engine runs automatically: tagging records, applying templates, loading expenses, and keeping your case system organized without anyone lifting a finger.