Standardize how cases are created and handled from the start.

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

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Standardized by Design. Create consistent request handling across departments and processes.
Mission icon
Automated & Efficient. Reduce manual coordination through workflows, rules, and approvals.
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Transparent & Auditable. Ensure full visibility, accountability, and traceability for every request.

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
  • How it works

    Administrators define case templates that users apply when creating new cases, ensuring consistent structure and execution from day one.

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    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.

    Consistent quality

    Only authorized users can create or modify templates.

    Reduced errors

    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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    Ready to see how we can help you?

    Please provide us with some information about yourself, and we will connect you with the most suitable expert. We offer a range of options, from a discussion on your digitalization challenges to a complimentary consultation reviewing your current processes.
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