Case Management

Case Management

Whatever cases you need to manage, we have a solution
to help.

Legal, complaints, compliance, claims, ticketing, bookings and more..

Case management, your way

Design your case management for any cases and ensure it is managed the way you want with bespoke processes to each case type. The full feature set for managing cases that exists in intelliO means you will never need to worry about a case not being handled the way you expect.

Bespoke Processes

No matter what the case type, design a bespoke journey for each case type to ensure cases are processed correctly.

Automated Actions

Ensure any required actions on cases are automated as part of the journey, such as emails, SMS, compliance and more.

Detailed Reporting

Ensure your SLA's are in line with customer expectations using real time reporting to highlight case performance.


Create tickets for cases or support requests that once created can follow set processes for resolution.


Ensure compliance requirements are delivered by building them in to the process and using data to flag any high risk items.

Happy Customers

Ensure your customers are happy by keeping them updated regularly with cases through customer portals or automated calls, SMS or email.

Document Management

Create case documents with pre filled information from the CRM in either Word or PDF format. Documents can then be sent either by post or electronically at the click of a button.

Time Tracking

Track time spent on cases with our built in time tracking capability. Use this feature to automate invoices and other documents relating to time spent on cases.

Want to see if intelliO can help your business?

Fill the form below to get started.

  • Intellisoft Ltd,
  • Floor 2, Manfield Chambers,
  • 17 St Sepulchre Gate, Doncaster DN1 1TD

  • Tel: +441302 430 874
  • email:

  • Company Number: 11994897
  • VAT number: GB 344104732

intelliO is the flagship product
of Intellisoft Ltd.

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