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.

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.

Contact Us for Your ECM Needs

Whether you have product questions, support needs, or want to partner with us, we’re here to help you on your digital transformation journey. Fill out the form and a Laserfiche team member will be in touch as soon as possible.