Share and collaborate on case files with professionals inside and outside your organization.
Keep track of all phone and in-person communications with clients, case collaborators, internal and external stakeholders.
Document Uploads and Attachments
Easily upload and attach documents to your case files including scanned letters, faxes, emails or any other file related to a case.
Multimedia File Capabilities
Upload and store any type of file within your cases including documents, images and videos.
Share documents directly from CaseRM and the system will notify collaborators via email.
Works with what you use
All business information is available from a web browser whether you use
Windows, Mac, Linux, iOS or Android.
Manage multiple organizations and facility locations from a single point of entry. Just one account gives you access to everything you need.
Security and Reliability