Automate Case Management

Gather documents automatically into digital case folders

Gather documents via any channel

Without human effort, gather documents received as paper, email attachments, portal uploads, or smartphone submissions.

Save caseworker time by collecting incoming documents into digital case folders for ease and speed of access.

Stop chasing documents

Stop wasting caseworkers’ time searching for documents submitted to them by claimants, applicants, customers or partners.

Ondox can automatically put incoming documents into the right digital case folder – at caseworkers’ finger tips. As documents arrive, even over weeks or months, keep your caseworkers instantly up-to-date with all case files.

Serve caseworkers with document access anytime, anywhere

View all document in digital case folders

For quick assessment of case and document status, access and view in a single screen all documents in a case folder.

Review and update case information, to record status, share with colleagues, and create an audit record of actions and progress.

Add case and document notes

Support and evidence decision-making and case activity by recording decisions, registering issues, and posting questions, in the form of notes – all stored in the case folder.

Ondox maintains an audit record of activity to support collaboration and compliance.

Apply AI to understand documents automatically

Understand document content instantly

Don’t waste time on repetitive work! Ondox automatically finds required information from a claim, an application, or similar document every time you receive one – saving hours of time.

Ondox extracts that information using AI when a document arrives – so caseworkers increase productivity and respond faster to customers.

Interrogate case documents for deeper understanding

Caseworkers can use the built-in Ondox Ask AI feature to understand the content of any document more deeply – just like a human expert would but without the effort!

Save AI’s answers as notes attached to the document and build a new knowledge base of case intelligence, stored right alongside the case documents.

Live Chat

Revolutionizing Document Workflows with Ondox 5.4

Ondox is constantly improving so our customers can achieve more. Ondox 5.4 introduces features that enhance efficiency and productivity. From AI document labelling and routing to AI agents, this release is packed with features designed to meet your organization’s needs.

Ondox 5.4 isn’t just about adding features—it’s about empowering your teams. Whether it’s simplifying document sharing, automating workflows, or creating tailored user experiences, Ondox 5.4 is built to help you succeed.

Take a closer look at how Ondox 5.4 can simplify your day-to-day operations and unlock new efficiencies today.

FAQs

Ondox is a superior platform for case document intake, organization, and understanding – it addresses a requirement most case management systems simply fail to meet.

Ondox ingests incoming documents from any channel – paper documents scanned in a mailroom, documents attached to emails, and documents uploaded via a customer portal – all without human effort and delay.

Ondox also provides anytime, anywhere access, ease of use, and quick document retrieval that caseworkers need but traditional case management systems mostly do not provide.

And last but not least, Ondox leverages AI to save caseworker time otherwise spend reading newly arrived documents to understand their meaning.

Use cases include new account applications, loan applications, benefits applications, legal matters, claims, complaints, and customer service cases. Any business process that is highly dependent on the gathering, verification, and understanding of a collection of required documents is a good candidate for Ondox case management using AI document processing.

AI document processing automates the previously manual work of experienced and knowledgeable team-members, work such as identifying a document type, extracting critical information, interpreting the meaning of the document content, and storing the document in the right case folder.