Industries where case management software can be used

Nowadays, it is more difficult than ever to keep up with rising client standards and be at the forefront of your industry, no matter what that is. Clients come from multiple platforms, there is a constant pressure to improve customer service and the number of documents just keeps getting higher. Fortunately, there are modern tools to help you out and, while they cannot reduce the number of processes you have to complete, they can definitely help you complete them faster and with less effort. One of these tools is bpm’online case management software. Unlike business process management, case management app was designed for dynamic, complex processes involving a great deal of documentation and client data. Vendors such as bpm’online have created highly functional, intuitive case management system with applications in multiple industries, including, but not limited to:

Case management software for law firms

Documents are part and parcel of any industry, but the legal one is perhaps the most challenging from this point of view. Law firms have many clients, the collaboration with them is detailed in tons of documents and they should be kept track of very carefully. Case management app can be used for this, thus increasing organization. The best tools for this have billing and accounting integration. Other features include time tracking, automated report generation and matter management. Examples of case management software that can be used by law firms include: SmartAdvocate, Lawcus, LegalTrek and App4Legal. In time, using case management tool in law firms increases productivity, reduces response times and clears your schedule.

Case management software in the medical field

Medical case management software, or patient case management software, as it is also called, is one of the biggest tech innovations in the medical field, streamlining the way in which medical professionals handle patient data and the way in which they interact with patients. A complete case management software for the healthcare industry includes features such as:


  • Integrated billing management
  • Communication between patients and their healthcare service providers
  • Document management (for patient files, patient history, prescriptions etc)
  • Records management
  • Appointment management
  • Scheduling options


Patient case management software can be used by large hospitals, but small clinics in the private sector can also implement it with great results.

Case management platfrom for business and finance

Last, but not least, case management software has applications in the business and finance fields. No matter the size of your company, a case management tool will unify the client database, so that all the details you need are always within reach. Thus, even complex projects that involve expensive documentation can be handled easily. You can also manage your business activities with case management tools, create task groups and assign tasks to specific team members. Case management tool also allows you to streamline conflicts and you can solve misunderstandings as quickly as possible, reducing the risk of losing clients.


The importance of customer service

There are hundreds of high quality case management software tools that you can choose from, depending on your industry, budget, business size or goals. However, no matter what company you decide to work with, it’s important to find out if you can count on them for customer support. Modern case management tools are dependable and intuitive, but if one of your staff members needs assistance or if a certain feature doesn’t work, someone should be able pick up the call immediately. Vendors who offer a 24/7 helpdesk are preferred to those who only offer support during business hours, especially if you run a large enterprise and need assistance round the clock.