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Regulate365: Casework
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Regulate365: Casework

by CloudSource

Digital casework management with AI triage, automation, and SLA-driven workflows

Regulate365 Casework is part of CloudSource’s Regulate365 platform, an end-to-end digital services solution designed to help public sector regulators manage casework, compliance, and enforcement in a single system.
The Casework module enables organisations to manage the full case lifecycle—from complaints and enquiries through to investigations, hearings, and resolution—while meeting government standards and service level agreements.
Built on Microsoft Dynamics 365 and Power Pages, it provides a secure, scalable platform to streamline case handling with automation, AI guidance, and real-time visibility.

Key Features

  • End-to-end case lifecycle management covering complaints, disputes, appeals, and investigations
  • SLA-driven workflows with automated allocation, escalation, and communication
  • Enterprise case management with document storage, collaboration, and auditability
  • AI-powered triage and automation including case summaries, prioritisation, and evidence extraction
  • Transparency and compliance support for GDPR, FOI, and regulatory processes
  • Secure self-service portal for case parties to submit information and track progress

Benefits

  • Accelerates case resolution through automated workflows and intelligent triage
  • Improves compliance and transparency with structured, auditable processes
  • Increases efficiency and productivity by reducing manual handling and repeat tasks
  • Enhances decision-making with real-time case insights and analytics
  • Improves stakeholder experience with secure collaboration and status visibility

At a glance

https://catalogartifact.azureedge.net/publicartifacts/cloudsource1664978597240.cs-tech-7-0d045840-dcb7-4ddf-97ce-1ecb273cae72/image5_CaseworkFeatures.png
https://catalogartifact.azureedge.net/publicartifacts/cloudsource1664978597240.cs-tech-7-0d045840-dcb7-4ddf-97ce-1ecb273cae72/image6_CaseworkMSTech.png
https://catalogartifact.azureedge.net/publicartifacts/cloudsource1664978597240.cs-tech-7-0d045840-dcb7-4ddf-97ce-1ecb273cae72/image7_Regulate365CaseworkFeaturesandBenefits.png
https://catalogartifact.azureedge.net/publicartifacts/cloudsource1664978597240.cs-tech-7-0d045840-dcb7-4ddf-97ce-1ecb273cae72/image4_Reglate365.png