Case Management
Manage Investigations and Business Matters from Intake to Resolution
Marry structured workflows with ad hoc activities in a framework designed to manage tasks and facilitate team collaboration.
What Is Case Management?
Case management is a structured yet flexible approach to handling work that involves multiple steps, stakeholders, and data sources. Unlike fixed processes, it accommodates unplanned activities that can occur at any point before resolution.
The most important investigations and business matters require more than just documentation. They demand consistency, transparency, and control.
Case management software provides the structure and flexibility needed to manage complex, non-linear workflows. It supports both predefined steps and dynamic, event-driven activities like escalations, investigations, and communications, enabling teams to coordinate tasks, track progress, and resolve cases efficiently.
Confidently Manage the Investigation Lifecycle
PMG’s Case Central® is case management software that equips organizations with a powerful framework for managing cases at scale by providing:
Centralized Case Tracking
Consolidate all investigation activity in one secure system of record – no more spreadsheets, emails, or siloed tools.
Role-Based Access Control
Ensure sensitive data is visible only to those who need it, with fine-grained permissioning and encryption.
Exportable Data & Reporting
Surface trends, track performance, and identify bottlenecks across your case pipeline.
Configurable Workflows
Define and enforce your investigation procedures using dynamic checklists, routing rules, and business logic.
Auto-Assignment
Dispatch work according to predefined routing rules by queue, by resource, or by assignment method.
Automated Audit Trails
Every action, data point, and decision is logged, creating a defensible, time-stamped history of each case.
Designed for Flexibility
Case Central® isn’t a one-size-fits-all tool. It’s a configurable investigation framework. You control:
Case Types &
Metadata
Workflow Steps & Requirements
Business Rules & Approvals
Automation & AI Involvement
Communications & Correspondence
Access & Reporting Structures
Want to know more about how Case Central® can support your case management needs?