7 Must-Haves of a Case Management System

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When considering which case management system to use for your organization, here are 7 things to look out for before making a purchase.

 

1.       Is the system web-based? Having a web-based system is very crucial as it allows you the flexibility of accessing the system from anywhere. This way you get to work from anywhere in the world without stress.

 2.       Does it give you the ability to have multi-users? It is not fun to be the only one that has access to a system, or you are forced to share one login detail. The system should be able to support team collaboration.

  

3.       Does it have a client portal? Wouldn’t it be wonderful for your clients to be able to have access to their cases, and see the progress of their work? A good case management system should be able to offer you a way to serve your clients better.

 

4.       Document Management? it is no use to have the ability to work from anywhere while your documents are stored away in the office. A good system should be able to provide you the ability to store your documents on the system and if possible, have the ability to edit the documents too.

 

5.       Audit? Being able to monitor and see what everyone on your team is doing, what files they are changing is very important. It is very important to insist that any system you plan to purchase can offer you this  feature,

 

6.       Different access rights? Any systems you are considering should have the ability to assign different access rights to different people, there should be restrictions to what different people can see or have access to on the system.

 7.       Billing: Last but not least, you should have a way to bill your clients based on the work you and your team have done.

These are just a few of the must-haves of a good case management system. You should consider a system that can automate most of your processes.

 

Casefee can offer you everything on this list and so much more. Why not try it out by clicking on this link.

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