iTouchVision Case Management logo

iTouchVision Case Management

by iTouchVision · Since 2009
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ActiveAvailable globallyCloud
Quick facts
VendoriTouchVision
Year launched2009
StatusActive
LocationLONDON | U.K. A: 119 Woodland Way, Southgate, London, N21 3PY, UK
Countries servedGlobal
Languages11
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About iTouchVision Case Management

ITouchVision Case Management is a case management software from iTouchVision that supports tracking and managing various case types. It includes features such as document management, task assignment, and reporting tools so users can effectively handle case workflows. The software enables organizations to maintain comprehensive records, assign responsibilities to team members, and generate insightful reports for analysis. iTouchVision Case Management is designed to assist businesses in legal, social services, and human resources sectors. Key capabilities: document management task assignment reporting tools user access control customizable workflows Best for: organizations that need a reliable solution for managing case information and improving workflow efficiency.

iTouchVision Case Management is an advanced, cloud-based solution aimed at streamlining case handling across multiple sectors. Designed with flexibility in mind, it allows organizations to create customized case forms without technical expertise, supporting varied workflows through drag-and-drop interfaces. The platform enables automating routine procedures with a rules engine, helping reduce manual effort and minimize errors. Its status and transition management features ensure that cases follow a defined lifecycle, providing clarity and accountability at every stage. The user interface of iTouchVision is intuitive, fostering easy navigation for administrators, case managers, and staff. It supports seamless integration with CRM systems, email, messaging platforms, and other third-party tools, offering a unified environment to manage all case-related data and interactions. Compatibility is broad, with support across major operating systems and web browsers, ensuring organizations can access the platform from any device, anytime. Its rich functionality covers everything from document management and communication to relationship handling and task assignment. Key features include customizable forms, automated workflows, outcome tracking, and linking related cases.

Pros & Cons

Pros
  • Highly customizable forms and workflows
  • Automation reduces manual workload
  • Seamless integration with other systems
  • User-friendly interface
  • Strong document and communication management
Cons
  • Specific pricing details not provided
  • Requires internet access for cloud operation
  • Potential learning curve for advanced features
  • Limited info on mobile app functionality
  • No mention of offline capabilities

Features

Key features

Customizable Case Forms – Design workflows with tailored fields to match your specific case types without technical expertise.
Rules Engine – Automate procedures based on predefined conditions, reducing manual effort and minimizing errors.
Status & Transition Management – Track case progress across various stages and define flow to ensure proper case lifecycle management.
Priority Setting – Assign urgency levels to cases, aiding timely action based on importance.
Document & Data Management – Store, organize, and retrieve case documents effortlessly.
Communication Module – Send emails/messages and record all interactions for transparency.
Relationship & Task Management – Manage involved parties, assign tasks, and link related cases for comprehensive oversight.

Additional features

Case Form Builder – Easily create or reuse case forms with custom fields and sections.
Automated Rules – Set conditions to trigger actions like notifications or status updates.
Case Status & Lifecycle Control – Define and manage case stages, ensuring accurate tracking.
Priority Setup – Organize cases based on urgency and importance.
Outcome & Activity Management – Record results and activities for ongoing case handling.
Document & Data Storage – Securely manage all supporting documents in one place.
Messaging & Email Integration – Communicate effortlessly within the platform.
Relationship Management – Handle multiple stakeholders involved in a case.
Interaction History – Capture all communications and actions taken on a case.
Task Assignment & Linking – Delegate work and connect related cases seamlessly.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
11
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalianDutchPortugueseRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇸🇬SGD🇭🇰HKD🇨🇭CHF

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