Case Management

Per-record access and clearance, teams and allocation, statutory deadlines, correspondence in and out, duplicate detection, and retention with legal hold.

• Record Access & Clearance — Decide who is on a case, classify the sensitive ones, and control break-glass and dual authorisation.
• Teams, Allocation & Delegation — Route work to the right team, allocate it to a person, and cover absence without reassigning everything by hand.
• Obligations & Deadlines — Turn statutory and contractual clocks into tracked deadlines that escalate before they breach.
• Correspondence & Submissions — Capture what comes in, evidence what goes out, and file statutory returns and court documents through an outbox.
• Parties, Duplicates & Merge — Find the same person recorded three ways, merge them safely, and unmerge when a merge turns out to be wrong.
• Retention & Legal Hold — Schedule how long records are kept, block disposal while a matter is live, and dispose of what should go.