Case Management

Case Management

Keep case workers in the field and out of the file cabinets with anytime access to client files, service request forms and more.

Want to know more? Request a case management demo today. Request a Demo

Improve response times to service requests

Quickly intake, process and file all documentation for financial assistance, medical care, housing needs, childcare and more.
  • Automatically extract data from electronic, PDF and scanned forms, eliminating the need for manual indexing, sorting and filing.
  • Upload photos from mobile devices and cameras directly into client files.
  • Eliminate paper with client e-forms submissions and processing.
  • Allow clients to sign documents electronically to reduce processing time.

Reduce service delays and expedite decisions

Provide offsite access and automatic updates to case workers, supervisors and other administrators.
  • Send automatic email notifications when a new case is assigned.
  • Access and update case documentation on laptops, tablets and smartphones.
  • Instantly locate any client’s complete, most up-to-date paperwork using multiple search options.
  • Route critical cases to an expedited queue with one click.

Ensure client security

Assign security restrictions so that employees can only access the files they require to do their jobs.
  • Protect sensitive documents like birth certificates and social security forms from unauthorized access, printing or export.
  • Track when users open, edit, delete or even attempt to open case files.
  • Automatically route closed cases for disposition.
  • Provide controlled access of specific case files to other agencies and case workers.

Form a complete view of case information

Connect case files with state and county databases.
Share documents collected from clients electronically between Laserfiche and court management systems, police records and state databases.
Trigger the creation of new cases by pulling information from multiple databases.
Autofill document fields to eliminate rework and data entry.

Community Action Partnership of Ramsey and Washington Counties

“By digitizing applications and automating the approval process, we have significantly improved crisis response time. We can sort through incoming documents much faster to determine grant amounts as soon as possible.”

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See Laserfiche in action, schedule a demo today!

Whether your organization is looking to go paperless, manage digital content or automate business processes, our team of enterprise content management (ECM) consultants are here to help you.