With PaperWork Case Management, manage requests, complaints, tasks, documents and SLA processes on a single screen; spot delay risks in advance and track team workload live.
BPM, document management, task management, reporting, Low-Code and AI work together on the same platform.
Swipe the board sideways to see all columns.
In many organizations, work still moves in fragments between email, Excel, phone calls, ERP screens and different applications. As a result, users spend their time chasing work instead of doing it.
With PaperWork Case Management, every case is managed under a single record. Tasks, documents, comments, process steps, deadlines and risk alerts are gathered on one screen.
The result: less chaos, faster action, more measurable processes.
When the latest status of a customer complaint is in an email, the related document on a file server, the approval in an ERP screen and the team’s comments in a messaging app, management cannot see the real picture. Case management brings these pieces together in a single record.
PaperWork Case Management lets organizations manage case, request, problem, complaint, fault, paperwork, approval and follow-up processes across departments on a single screen. Each case keeps tasks, documents, owners, comments, decisions, SLA details and process steps under the same record. Users don’t chase the work; the information needed to complete it comes to them.
A case is created from a form, email, call center, document or integration.
Tasks, owners and deadlines are defined within the case.
Delay and SLA risk become visible and managers step in when needed.
Decisions, documents and transaction history are stored in an auditable way.
Users see everything they need to do the work in the same workspace. The core value of PaperWork Case Management is getting work done without sending users back and forth between systems. On the case screen, users see the following in one place:
Standard workflows run predefined steps. Case management, on the other hand, can progress dynamically based on new information, documents and exceptions that arise during the process. The most effective setup is one where both approaches work together.
Strong for work whose steps are known in advance, such as purchase approvals, leave requests, invoice checks or standard registration processes. The goal is to move work in the right order, to the right person, with defined rules.
More effective for work where no two events unfold the same way, such as customer complaints, quality nonconformities, legal files or fault investigations. Users can open new tasks, add experts, request documents and, if needed, start a standard BPM flow from within the case.
The case expands as new information arrives; the goal is to reach the right outcome in a controlled way.
This flexibility is a major advantage, especially in dynamic operations where no two events unfold the same way.
Case management is a natural part of the PaperWork platform. That is why you can start a workflow, add documents, assign tasks, run reports and exchange data with systems such as ERP or CRM from within a case record. The board shows the work; PaperWork case management runs the platform components needed to resolve it in the same place.
Swipe the board sideways to see all columns.
it analyzes whether the work will make it on time at its current pace. Users don’t just read a date; they understand the situation and take action.
Measurable value, faster results. With PaperWork Case Management, organizations make their operational processes more visible, faster and more controlled.
Customer notifications can come from the call center, a web form or email. Case management gathers correspondence, documents, owners and resolution steps in the same record. Customers don’t have to explain the issue again at every contact.
Initial review task is on record
Illustrative case, task, document and user activity
A nonconformity often requires root cause analysis, photos, production records, an action plan and owner assignment. Case management gathers these pieces under a single quality file.
Initial review task is on record
Illustrative case, task, document and user activity
Legal matters can take a long time; the need for documents, opinions, deadlines, meetings and approvals can change along the way. Case management keeps each file’s history and open actions visible.
Initial review task is on record
Illustrative case, task, document and user activity
After the initial review, a fault record may require parts, an external service, customer approval or an additional technical opinion. Case management handles the service report, photos, tasks and resolution time together.
Initial review task is on record
Illustrative case, task, document and user activity
HR cases require confidentiality, permissions and process history. Employee requests, document requests, ethics reports or investigation steps can be managed on a permission basis.
Initial review task is on record
Illustrative case, task, document and user activity
While standard purchase requests flow through BPM, delivery delays, quality disputes or contract exceptions can be managed as cases. The main process stays intact and the exception is resolved in a controlled way.
Initial review task is on record
Illustrative case, task, document and user activity
Incident reports, service requests, technical team routing and SLA tracking.
Requests, complaints, resolution process, customer communication and action tracking.
Litigation files, contract reviews, approval processes, document and task management.
Nonconformity records, CAPA processes, audit findings and corrective actions.
Employee requests, recruitment cases, personnel files, leave and benefits processes.
Invoice, expense, payment, procurement and budget approval processes.
Claim files, document tracking, assessment processes, SLA and document management.
Supplier requests, document sharing, task tracking and external stakeholder coordination.
Case management is a way of working that manages the tasks, documents, people, decisions and processes needed to resolve a request, problem, complaint or incident under a single record.
Task management focuses on individual actions. Case management manages all the tasks, documents, communication and process history needed to reach an outcome together.
BPM is strong at managing the standard path. But when not every event follows the same sequence, or new tasks and documents need to be added during the process, you need case management.
Yes. While a case progresses dynamically, standard steps such as approval, escalation, control or closure can be run with PaperWork BPM.
Yes. Thanks to PaperWork’s low-code infrastructure, case forms, stages, business rules, permissions and automations can be configured to fit your organization’s needs.
Yes. PaperWork can work with ERP, CRM, HR, call center and other enterprise applications through web services, database connections and integration tools.
AI can be used to summarize case content, identify key information, highlight risky work and offer users action suggestions.
Let’s explore how PaperWork’s low-code BPM, document management, ERP integration and AI solutions can be used in your organization.
We find a time that suits you.
We hold an introductory meeting.
We run a demo tailored to you.
