Standardize how cases are created and handled from the start.

Ensure cases are created consistently with predefined structures, roles, and rules.

Standardized setup. Ensure cases start with the right structure and rules.

Faster creation. Reduce manual setup and onboarding time.

Consistent quality. Enforce approved handling from day one.

Product overview

Reusable blueprints for case handling

  • Predefined case structures and metadata
  • Standard folders and document placement
  • Assigned roles and responsibilities
  • Embedded workflows and rules
  • Faster, error-free case setup

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Key benefits

Faster setup
Cases are created quickly without manual configuration.
Consistent quality
All cases follow the same approved structure and rules.
Reduced errors
Templates prevent missing data and inconsistent handling.

Core capabilities

Template design
  • Define case metadata and attributes
  • Configure default roles and permissions
  • Include required folders and documents
Embedded logic
  • Apply workflows and milestones
  • Enforce business rules
  • Support compliant case handling
Reuse at scale
  • Apply templates across departments
  • Update templates centrally
  • Ensure organization-wide consistency

Use cases

Regulatory cases

Ensure consistent handling of legally regulated cases.

High-volume cases

Standardize repetitive case creation at scale.

Cross-unit work

Align case handling across departments.

Trusted by government leaders

“Case templates helped us standardize how cases are started across the organization.”
Head of Case Management
“We reduced onboarding time significantly by using predefined case setups.”
Senior Case Officer
“Templates give us confidence that cases are compliant from the start.”
Information Governance Manager

Security & compliance

Built-in compliance

Templates enforce required structures and rules automatically.

Controlled access

Only authorized users can create or modify templates.

Audit support

Template use ensures predictable, auditable case structures.

Frequently asked questions

Can templates be customized?
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Who manages templates?
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Can templates be updated?
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