Case Management

CimpleSoft's Case Management Solution helps courts, government agencies, legal organizations, healthcare systems, and regulatory bodies manage the complete case lifecycle from intake through resolution in one connected Microsoft platform.

Built natively on Microsoft Dynamics 365, Dataverse, Power Automate, SharePoint, and Power BI, the solution supports case intake and classification, assignment routing, status tracking and updates, document management and evidence storage, compliance monitoring and alerts, deadline and deadline reminders, role-based dashboards and analytics, and stakeholder communication workflows.

The solution is hosted on Microsoft Azure within the continental United States, with role-based access control, encryption at rest and in transit, comprehensive audit logging across all user activity, and support for SAML/ADFS single sign-on against institutional identity systems.

Case administrators, caseworkers, supervisors, reviewers, legal teams, and leadership work from a shared system of record rather than parallel spreadsheets, email chains, and disconnected databases. Power Automate-driven workflows handle case assignment, deadline notifications, status updates, escalations, and resolution alerts. All configurable by administrators without requiring code changes.

CimpleSoft's implementation team handles system integration design, build, and ongoing maintenance, connecting the solution to institutional case tracking systems, HR data, compliance frameworks, and reporting requirements without requiring custom development from organizational IT staff. The architecture supports integration with common systems based on your organization's available integration standards and security requirements.

A governed, auditable case management system that helps organizations reduce manual effort, improve compliance visibility, maintain comprehensive case history, and give every stakeholder from case workers to leadership. The information they need at the right time.