Before a record is created
Confirm extracted or imported details against the source.
FOLLOW THE WORK
One case.
From request to invoice.
Explore the handoffs that matter: what comes into the case, what you review, and how that information supports the next task.
A question worth asking
“Show me how this assignment moves through CaseCore.”
Interactive workflow walkthrough · choose a stage belowA FICTIONAL ASSIGNMENT
Follow the case.
Select a stage to see the working context change.
Review the request
Confirm the client, assignment, scope and next action before opening the case.
Demonstration case: Harbor Point property review · HP-2048.Names and records are fictional.
A CLEAR START FOR EVERY CASE
Receive the request
Capture the client’s request and supporting information.
Review the scope
Confirm what the agency is being asked to do.
Open the case
Carry the approved work into its case workspace.
Keep the work together
Use the case context for assignments, people, field entries and follow-up.
Demonstration case: Harbor Point property review · HP-2048.Names and records are fictional.
Review source material
Keep original files and their recorded details connected to the case.
Demonstration case: Harbor Point property review · HP-2048.Names and records are fictional.
Prepare, then approve
Bring the case material into an agency-branded draft. Review it before finalization.
Demonstration case: Harbor Point property review · HP-2048.Names and records are fictional.
Review what is billable
Check time, expenses, pricing and retainer records before preparing the invoice.
Demonstration case: Harbor Point property review · HP-2048.Names and records are fictional.
AGENCY REVIEW
Your judgment remains part of the process.
Connected does not mean unreviewed.
Before a report is delivered
Review the facts, source material and intended recipient.
Before an invoice is issued
Review the recorded work, applicable rates and billing scope.
Bring one of your workflows.
We’ll show where it fits—and discuss the parts that need setup.