Indocs Case Management AI
بواسطة Indocs B.V.
CMAI for Power Apps - accelerate results with AI-driven case management, and smarter operations.
Case Management AI – Design, Run, and Improve Complex Cases in Microsoft 365
CMAI turns unstructured, multi-step work into clear, repeatable case processes — without leaving Microsoft 365. Built natively on Dataverse, it combines a visual Case Template Designer with intelligent automation so your team can model real work, run it consistently, and improve it over time.
Design processes visually, not in spreadsheets.
The Case Template Designer is a drag-and-drop canvas for hierarchical case templates — phases, tasks, decisions, approvals — so business users can model real work without code or consultants.
AI features.
Auto-generated case summaries to keep everyone aligned without manual status updates, so decisions happen faster and nothing falls through the cracks.
Native adaptation in the Microsoft environment
Deep integration with Teams, Outlook, Dataverse, and SharePoint means no double entry and no context switching. Information flows to the right place automatically, on Microsoft's security, identity, and compliance stack.
Key BenefitsModel complex, hierarchical case processes visually — no developer needed
- Model complex, hierarchical case processes visually — no developer needed
- Cut manual status-chasing with AI-generated case summaries
- Eliminate duplicate entry across Teams, Outlook, and SharePoint
- Adapt templates as your processes evolve — without a re-implementation project
- Run entirely on Dataverse, inside your existing Microsoft tenant
Ideal For
- Organisations standardising case-based work on Microsoft Power Platform
- Teams managing structured requests, approvals, or multi-phase casework
- Sectors where process clarity matters: housing, healthcare, government, business services
- Organisations moving off legacy workflow tools onto a modern platform
Trusted by 1,000+ users across multiple sectors.