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.