Case Workspace
Support caseworker teams with easy document access, secure storage, and AI-driven document understanding
Gather all case documents in a single place
Control the chaos of document intake for case workers
Master unpredictable document flows and save caseworker time by gathering incoming documents into digital case folders for ease and speed of access.
Provide simple and smart access to critical documents for insurance claims, legal matters, customer service cases, loan origination, new account opening, or other case-type business processes.
Save precious caseworker time
Save time otherwise wasted by caseworkers as they search for documents submitted to them by claimants, applicants, customers or partners.
Ondox can automatically put incoming documents into the right digital case folder. As documents arrive, even over weeks or months, keep your caseworkers instantly up-to-date with all case files.
Caseworkers have instant access to incoming documents
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.
Create a comprehensive case archive that includes notes and information recorded at the case level and also on individual documents.
Integrate with in-house case management systems
Integrate case data via API
Support caseworker decisions and review by including case data from other systems. Use look-ups via API to, for example, find and expose the insurance policy number a claim relates to.
Push data extracted from documents by Ondox to internal systems, including CRM, ERP, and other applications.
Manage permissions for case security and privacy
To support team collaboration and maintain case security and privacy, grant permissions to the particular group of people you select as case team members.
For additional security, designate a case as private so no-one outside the case team has visibility to the case.
FAQs
Ondox is a superior platform for case document intake, understanding, and organization. It meets a requirement most case management system 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.
Without human effort or delay Ondox ingests all incoming documents, irrespective of the channel through which they arrive, into the right digital case folders.
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 AI document processing.
AI document processing automates essential steps in any case management use case. It automates 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.
