Assign
Open the case and give the right person access to the work.
Platform overview
CASES & FIELD WORK
Keep the field work connected to the case.
Move from assignment to observations and reports without separating the work from its supporting materials.
IN THE WORKSPACE
- Cases
- Assignments
- Field observations
- Reports
- Controlled client collaboration
HOW THE WORK MOVES
From first action to a usable record.
Capture
Record observations and supporting field materials as the work happens.
Review and share
Review reports and release only authorized materials to the client view.
CLEAR BY ROLE
The right view for each person.
See assigned cases and capture field observations or reports within the access given to your role.
Organize a case, review field work and reports, and control which materials a client may see.
KEEP EXPLORING