Case Management

define case types specific to your organization, complete with name, activity types, statuses, and roles

whether your cases typically proceed in a series of defined steps at defined intervals, or your workflow is more ad-hoc, you can create one or multiple timelines for each case type that accurately reflect how your organization works

automatically assign activities on the case on a role basis, for example to the account manager for the contact, the coordinator, or whatever other roles you have created

use Greenleaf ONE’s integrated rules engine to create custom notifications, status changes, or activity creation and modification based on a number of different criteria

tool to automatically redact sensitive data to protect privacy