Manage Client Cases with Ease
Quickly deliver critical services to clients with robust process automation and document management technology that keeps cases moving in the office or out in the field.
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Automating Case Management for Low-Income Energy Assistance
Learn how this nonprofit organization significantly improved response times for its case management processes to deliver energy assistance to low-come families.
Streamline Client Intake
Quickly intake, process and file all documentation for financial assistance, medical care, housing, and more using a cloud-based, secure repository. Allow staff to upload, scan or submit forms and other documentation from anywhere they’re working.
Get Critical Services Signed Off On
Enable case workers, supervisors and other administrators to approve requests and processes offsite with automated, digitized workflows. Make it easy for staff to locate client information to inform decisions and escalate or expedite critical cases.
Protect Client Information
Store sensitive client information in a centralized repository with security controls, so that only authorized staff can have access. Implement retention schedules, so staff are informed when they can archive documents related to closed cases.
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Featured Success Story
Managing New Social Work Caseloads
Learn how one county in Minnesota used Laserfiche as a case management solution to meet increased demand for social services since the Affordable…
Featured Resource
The Process Automation Buyer’s Guide
Learn more about the benefits of process automation platforms, and how you can procure the right one for your organization.
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