Month: July 2025

Case Management & Workflow Automation

Status update notifications to clients

admiJuly 6, 20251 min read

Case Management & Workflow Automation

SLA monitoring and escalation alerts

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Integration of call notes and recordings

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Duplicate case detection and merging

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Document versioning and tracking

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Document and evidence uploads by clients

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Creation of recurring follow-up tasks

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Automated case closure with final notice

admiJuly 6, 20251 min read

Case Management & Workflow Automation

Automated assignment of cases to advisors

admiJuly 6, 20251 min read

Advisory Services Delivery

Standard advice document generation

admiJuly 6, 20251 min read

Advisory Services Delivery

Secure file sharing with clients

admiJuly 6, 20251 min read

Advisory Services Delivery

Risk assessment and triage automation

admiJuly 6, 20251 min read

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