Case Management

Resolve document intensive cases efficiently and transparently

Digital transformation for case workers

Automate document gathering, sharing & processing and transform case management workflow.

Reduce processing times icon

Reduce time to case resolution

Manage case documents digitally icons

Manage case documents digitally

Cut costs icon

Cut costs of paper-based workflows

Automate underwriting document workflow icon

Streamline case workflows

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Support remote case workers

Distribute & share documents quickly in correct teams

  • Auto-route inbound documents based on document information

  • Restrict document ownership and team membership

Streamline case work

  • Simplify document viewing, approval, forwarding

  • Improve productivity with ‘Quick Lists’ and more

Ensure document and data security

  • Manage case privacy and document & data security

  • Manage document retention periods, disposition and archiving rules

Case Studies

Optima Legal Logo in colour
Case Study

Mortgage processing

Optima Legal automates regulated processes

Global Insurer

Case Study

Customer financial reconciliation

Global insurance leader automates client account financial processes


Case management software gathers, distributes, tracks and stores documents and information needed to resolve a case. It automates case workflows & processes and drives case resolution

Case management usually requires gathering, processing and securely storing a range of documents in a case folder. Case workers use those documents to resolve or manage a case over time. A workflow is a series of tasks that process information. Case management entails workflow where the tasks include the routing, flow and processing of documents.


Lithe’s Case Management solutions work with any intelligent document processing (IDP) system, content management (ECM) system, intelligent automation technology or cognitive service, including Kofax, ABBYY, Microsoft, Google, Amazon, and others.

Enable your case workers better with intelligent document processing and case management solutions from Lithe.

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