Are you:

  • Struggling with shared mailbox and records management?
  • Losing track of customer queries and history?
  • Overwhelmed by your manual business processes?
  • Struggling to monitor your business performance?
  • Want to work smarter, not harder?

ComplyWay Case Management enhances business processes, improves records management & boosts overall operational efficiency.

Built for businesses of all sizes

From SMEs to large organisations, our flexible and cost effective software enables businesses to replace their outdated email and spreadsheet systems with a robust case management solution that’s built on Microsoft 365.

One system, so many benefits…

ComplyWay Case Management enables businesses to simplify, streamline and secure their business processes:

Automated Case Creation:

Automatically create a case and contact for every email that lands in your shared mailbox

AI-Powered Efficiency:

Extract details from signatures, predict case categories and more, quickly and easily

Smart Workflow Management:

Respond directly from the system, using intelligent tracking tokens, and make sure all replies are tracked and efficiently managed

Built-in Business Process Flows:

Every case comes with a business process flow to guide users for greater consistency and quality

Templates and Task Management:

Use the template feature to easily create detailed emails and tasks. Keep track of tasks with our activities and dashboards

SharePoint Integration:

Collaborate on documents with integrated SharePoint functionality

Smart Buttons:

Onboard new users quickly with smart buttons that understand the context of the case and suggest specific actions

Performance Dashboards:

Monitor business performance in real-time with built-in dashboards

ComplyWay Case Management - the benefits

Case Creation

The system automatically converts emails into corresponding case files and creates related contact records as needed.

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Contact Creation & AI Signature Extraction

When new contacts are generated automatically from emails, our advanced AI technology meticulously extracts information from the sender’s signature. This includes details such as job roles and phone numbers, enabling a more comprehensive contact record.

Automated Workflow & Case Tracking

Our automated system not only generates cases from emails but also ensures effective follow-ups through the use of tracking tokens. Essentially, all correspondence is filed automatically. This efficient system works exceptionally well with shared mailboxes, promoting collaborative work on cases by teams rather than individuals. It ensures all tasks are appropriately handled, fostering a cohesive working environment.

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Case Statuses that Keep You Informed

Know who is responsible for the next action, a college or team, or the client.  Upon receipt of a new email, the case status intuitively switches to ‘New Message’, providing an instant cue that it requires your attention.

Actionable Dates & Follow-ups

Optimised Follow-ups with Actionable Dates.
If you’re awaiting a response and need to follow-up, our system’s actionable dates have you covered. Utilise this feature, and cases will automatically surface in your ‘Action Required’ list, ensuring you never miss a beat.
Stay Ahead of the Curve: Let Our Actionable Dates Guide Your Workflow.

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AI-Enhanced Case Management

Transform your workflow with our intelligent, AI-driven case categorization. Seamlessly integrate with OpenAI or Azure’s OpenAI platforms, leveraging their capabilities to set default fields and extract crucial information. Your only limitation is your imagination.

Streamline Your Process: Discover the precision of AI in managing case data. From extraction to categorisation, and even generating default text summaries – optimizing your workflow has never been easier.

Case Category Changes & Business Process Flows

Whenever a Case Category is updated, the system automatically modifies the corresponding Business Process Flow. This feature ensures the maintenance of a consistent process, promoting both efficiency and standardisation across operations.

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Business Process Flows & Stages

Case categories can be aligned with specific business process flows, providing structure and direction for your organization’s operations. Each business process flow can encompass multiple stages, each with its own set of fields, thereby ensuring adherence to uniform processes across your organization. Moreover, each stage within a process can be equipped with workflow automation to further streamline operations, such as task creation, email distribution, or integration with other systems. This holistic approach guarantees a seamless, efficient, and consistent workflow for your business.

Craft Data-Driven Tasks and Emails Using Templates

Utilise markup to extract record information and embed data, create lists and create hyperlinks with XRM Tokens, enriching your task and email generation process.

Maximize Your Efficiency: Experience the Power of Automation in Task Creation and Email Correspondence.

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Case Management with SharePoint Integration

Engage in confident collaboration with seamless file sharing through SharePoint. Our system offers flexibility and can integrate with various platforms like iManage and more. Just let us know your requirements, and we’ll tailor the solution to your needs.

Unified Collaboration: Experience Seamless File Sharing with SharePoint and Beyond.

Activities & Approvals

Seamlessly capture all cleint and operational activities and emails, ensuring that critical data is transparent and accessible to your entire team and management. This fosters effective communication and collaboration across your organisation.

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Task Organisation and Time Management

Tasks and activities can be assigned distinct due dates, and different individuals or teams can be made responsible for their completion. Visualization tools, such as charts and Dashboards, can effectively illustrate workload distribution over varying days and clearly indicate who may be shouldering more work than others. This offers a transparent view of the workflow, aiding in equitable work assignment and effective time management.

Approval Activities and Four Eyes Approvals

Approvals within the process are fundamental for maintaining strong governance practices. To cater to your unique approval requirements, we’ve designed a custom activity module. This module not only supports dual-approval scenarios but also caters to situations requiring four approvals. Moreover, it is adaptable and can be further developed to handle more intricate approval scenarios, ensuring a versatile solution for various business needs.

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Smart Buttons

Smart Buttons are guided by a logic-based framework. Developers can incorporate their own Smart Buttons, which respond to changes in data or associated records within the system. This allows you to construct an intuitive system that clarifies the next necessary action for any given case process. Consequently, it provides a user-friendly platform that streamlines task management and enhances overall efficiency.

What our clients are saying about ComplyWay Case Management

The ComplyWay case management system has significantly improved our efficiency and effectiveness. We’ve streamlined our records management, enhanced communication and collaboration, and maintained a complete history of customer interactions. ComplyWay has made it easy for us to track the status of customer queries and increased our operational efficiency.

£ 10

Per User per month

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    Up to four 1 hour onboarding calls


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    Support by video calls

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    Premium upgrades

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    1-day custom configuration

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    Deployable to one environment

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    Access to our toolkit to build out your processes

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    Access to our support via teams for process building support

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    Monthly report on the environment’s health (for deployment with more than 10 Users)

Request a free 20-minute demo