Case Management
Improve efficiency and effectiveness of legal, customer service, claim, complaint, and other teams by supporting case work with flexible automation.
What is Case Management?
Case Management is a type of work commonly found in legal, customer service, claim, social services, complaint, and other teams.
People in those teams work in processes which do not follow an entirely pre-designed workflow. The work to be done can vary case by case. Frequently work is triggered by the arrival of relevant documents. And often documents arrive over an extended period and need to be collected and processed together in a case file.
Case management automation is a solution that supports this type of work. It orchestrates people and systems in efficient end-to-end case workflows that achieve business objectives and efficiently handle the flow and processing of incoming documents.

Lithe Expertise in Case Management
Lithe professional services team has deep project experience in implementation of case management solutions. From initial requirements analysis to case system design, to implementation, testing and deployment, customers trust our expert team members to deliver high quality solutions that meet unique case management requirements.
Document Intake
Gather and digitize incoming case documents in digital case folders
Process Design
Define detailed future process flows, responsibilities, rules, and metrics
Human workflow
Create efficient forms of engagement for all people involved in a process
Automation development
Create and test automation in support of efficient case processing
Roll-out
Deploy new case management automation with minimal disruption
Process management
Record performance, identify bottlenecks, optimize workloads, manage exceptions
Case Management supports document-intensive workflows
Reduce time-to-resolve
Digitize paper-based work
Streamline case workflow
Ensure control and transparency
Increase team productivity
Customer Success
Lithe’s experience in development and delivery of case management solutions helps our customers deliver successful digital transformation.
Share your challenges and goals with us and allow our experts to help you automate effectively.
FAQs
Intelligent document processing (IDP) is a component of a case management solution. It helps gather, distribute, track, and store documents and information needed to resolve a case. Using case IDs, stakeholder names, or other case-specific data, IDP can automate the routing of inbound case documents to secure digital case folders accessible to designated case workers and teams.
Documents are instantly accessible to case team members working in office, at home, or traveling in the community. As a result case workers are better informed about all aspects of the case and can respond more effectively and quickly to stakeholders.
Case management solutions are built to protect documents and data related to the case. They maintain control of documents from receipt to disposal with full document lifecycle management. They also enforce robust access controls, encryption, and audit trails, to safeguard case documents and data effectively and ensure compliance with GDPR, SOC2, and other regulatory requirements.

Insights
Tungsten TotalAgility 8.1 Release
TotalAgility Document Libraries Slash Time-to-Value
Upgrading to TotalAgility: What you Need to Know

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