AgileCase Blog

Introduction In today’s fast-paced business environment, effective case management is crucial for organizations across all sectors. Whether you’re running a legal practice, managing charity operations, or handling HR workflows, AgileCase provides the tools you need to streamline your processes and boost productivity. In this post, we’ll explore five key ways AgileCase transforms traditional case management into a modern, efficient, and scalable solution. 1. Centralized Data Capture AgileCase’s Capture module revolutionizes how you collect and organize information: ...

Here at AgileCase, we are committed to developing smart features that keep your case management process efficient. This update adds two highly requested capabilities: a Case Search custom field and Custom Case Status options. Case Search Custom Field Use the Case Search field to quickly find and link related cases from within a form. Start typing part of a case number and AgileCase will suggest matching cases you can attach. ...

One of AgileCase’s core missions is to consistently bring more value to customers. This release delivers a modern email experience plus several usability improvements. Dashboard configuration Choose which sections appear on your dashboard so you only see what matters to your case flow. Access settings via the company settings header. New case form fields Configure which fields appear on case creation for each case type. Reduce noise by hiding fields you don’t need and speed up case creation. Related cases New “Related Cases” tab lists cases for the same client or linked contacts. Toggle how many related cases to show and whether inactive cases are displayed. New email interface Full-screen editor with tables, emojis, media attachments, and template editing. Use standard or document email templates quickly, including complex table-aware templates. Selectable row email templates Build a single template that pulls data from specific rows in custom field tables. Generate multiple documents from one template without duplicating work. For more details, check the linked docs in each section and start streamlining your day-to-day communications.

Choosing adaptive cloud case management software isn’t easy, but the right features ensure your cases stay at the center of your business. Client portal Provide a secure, reliable portal to share tasks, documents, and updates with clients while protecting data integrity. Custom fields No two cases are alike. Look for intuitive customization so you can capture every relevant detail about contacts and cases without limitations. Automation that supports your cases Your software should handle routine work and supply tools that optimize case execution. Seek automation that keeps cases moving while freeing your team to focus on outcomes.

In our quest to keep your data secure and help you meet partner requirements, we’ve added two enterprise-grade capabilities to AgileCase: IP restrictions and custom domain support. IP-based restrictions Restrict AgileCase access to specific office locations or defined IP ranges. With location lockdown in place, you gain full confidence that sign-ins only occur from approved sites and during approved times. Custom domain support Map AgileCase to your own domain, such as https://acme.agilecase.net or https://agilecase.acme.com. You can even restrict logins so they are only allowed from your custom domain for tighter control. ...

It’s been a long journey to get here, but AgileCase is ready and we can’t wait to get you on-board with case management and help to make you more efficient and profitable. At AgileCase, we believe businesses should have access to feature rich and affordable case management. By bringing case management to your business, you open up opportunities to: – Increase efficiency and save time, all your customer data in one place. ...

Classic case management systems are often difficult to use and change. AgileCase flips that script with easy setup and quick updates. This series takes a fresh AgileCase demo account and turns it into a fully functional workflow for creating a basic tenancy agreement. What you’ll learn Start with a clean account and remove demo data Create a new practice area and case type (Property and Tenancy Agreement) Configure relationship types for landlords, tenants, and more Add custom fields for property details, terms, rent, and related data Build an email template that auto-populates from your fields and relationships Use Email to Case to store conversations and attachments per case Explore time-saving advanced features and automation Each post is self-contained, and together they show how a small amount of automation can radically improve efficiency, throughput, and accuracy. You’ll be singing the praises of cloud case management software in no time.

Email remains the dominant tool for work communication, but relying on your inbox to manage customers leads to issues: hard-to-find history, no single view of interactions, and repetitive manual responses. If those pain points sound familiar, it’s time to level up. 1. Understand how you work Map your customer processes with simple flow diagrams Capture how customers contact you, who responds, and what tools you use 2. Find all of your customer contacts Gather contacts from every source and consolidate them into a CSV Include prospects and customers so nothing is missed 3. Find a cost-efficient case management system that fits your processes Choose software that adapts to your workflows and integrates email Start with our guide on choosing the best case management system 4. Learn and adapt the new system to your needs Invest time to understand features and automation Ask about onboarding services to configure the system correctly 5. Champion the new system and train your staff Provide training and lead by example to drive adoption Be ready to answer questions and promote the benefits Moving away from email-only workflows to an adaptive case management system gives you centralized communications, audit trails, and consistent processes. Have a story about making the switch? Share it with us.

For any organization that sells goods or services, after-sales support drives repeat business and satisfaction. Case management keeps every incident organized, audited, and on schedule. Here are seven reasons to include it in your process: 1. Accurately manage ad-hoc incidents per customer Create a unique case for every visit or request Track time, costs, and invoices in one place 2. Reduce customer complaints Add SLAs and milestones per case type Set alerts so teams meet commitments consistently 3. Get a 360-degree view of each customer Link every case, email, meeting, and call to the customer record Use history to inform future engagements 4. Automate communications Send SMS when repairs are ready Email warranty reminders or service due notices with clear calls to action 5. Understand revenue by service stream Use flexible reporting to see revenue per case type and per customer Focus on profitable services and address thin margins 6. Spot cross-sell opportunities Use the full customer view to recommend relevant add-ons or services 7. Centralize and digitize after-sales processes Replace diaries and sticky notes with a secure, searchable system Onboard new staff quickly with clear milestones and reporting Case management delivers tangible benefits for customers and your team. Have after-sales experiences to share? Let us know in the comments.

Microsoft Excel is powerful, but managing customers in spreadsheets risks corrupt files, duplicates, and lost data. Centralizing in AgileCase gives you a secure, auditable, 360-degree view of every interaction. Here’s how to migrate in three steps. 1. Contacts Export your contacts to CSV and use the AgileCase import template (Settings > Data Import) to map fields. Populate the columns you have—leave blanks for AgileCase to auto-generate IDs. Upload the file and your contacts are ready to use. ...