Case Management

Obtain an instant 360° view on your matter, project, case, customer or file, just like you would in a paper file.

Organisations often assemble numerous Excel sheets or use rigid database applications or even paper files to register structured data for matters, projects, cases, customers or files of any other context. Related documents and e-mails are never properly linked, and searching and finding information is difficult.

Knowliah Data sheets, which are fully integrated in the Knowliah Repository, can easily replace those complex Excel sheets or useless database applications. The structured data fields, pre-defined or to be configured, contain the key data of each matter or  project, with all related documents, e-mails, etc. automatically attached.

Thanks to Knowliah, users do not have to upload documents or e-mail in a matter. Once the meta-data on the document or e-mail are set (by drag-&-drop or automatic upload),it is immediately and virtually connected with its matter as a related document. This is a huge time-saver for every user.

Knowliah gives you the digital version of your scattered digital information or paper file, properly centralized in the Knowliah Intelligent Repository, including all relevant and related information like documents and e-mail:

  • All relevant data are captured in one structured overview
  • All related e-mails from MS Outlook or Gmail for Business are automatically linked to and presented in the matter, project, case, customer, file, …
  • All related documents are automatically centralized and presented in the right matter, project, case, customer, file, …
  • If needed, time can be registered and costs managed
  • Detailed reporting with exports to Excel is available
  • Full-text search across registered fields, information, documents and e-mails (including their attachments) is provided
  • And so much more...


Want to learn more?

Schedule a custom demo. We will show you a customized version of the application, fitted to your specific needs, at your convenience.

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