Visit website

Streamline, Transform, Engage

Experience the next level of case management with CaseXellence, the comprehensive suite designed to meet the diverse needs across various sectors, including government agencies, housing, education, and child welfare. Whether it’s Rental Assistance, Homeowner Support, Student Financial Aid, or Child Support, CaseXellence covers it all with elegance and efficiency.
Streamline : Comprehensive case management process and applicant view with one platform.

• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.

Transform : Resolve cases faster with real-time data and tools for collaboration and communication.

• Automate processes for increased productivity.
• Reduce operating costs.
Speridian Technologies
2003
United States
  • Civic-social-organization
  • Financial-services
  • Government-administration
  • Hospital-health-care
  • Legal-services
5 Industries
  • English
1 Language
Industries
  • Civic-social-organization
  • Financial-services
  • Government-administration
  • Hospital-health-care
  • Legal-services
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Chat
  • 24x7 Support
Training
  • Webinar
  • In-person
  • Documentation

CaseXellence Core Features

Focus of Legal Case Management Feature
  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Document Management
  • Email Management
  • Task Management
  • Trust Accounting
Focus of Workflow Management Feature
  • Access Controls
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Forms Management
  • Notifications & Reminders
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration
Focus of Volunteer Management Feature
  • Event Management
  • Member Database
  • Registration Management
  • Scheduling
  • Training & Support
  • Volunteer Portal
  • Volunteer Recruiting
  • Volunteer Tracking
Focus of Social Work Case Management Feature
  • Appointments Scheduling
  • Billing & Invoicing
  • Case Notes
  • Client Management
  • Document Management
  • Forms Management
  • Program Management
  • Referral Management
  • Reporting & Analytics
  • Service Planning
  • Volunteer Management

CaseXellence Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • Available Trial
    (Credit card required)
Payment Frequency
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • One-Time Payment
Vendor pricing page

CaseXellence Reviews

No Review
No reviews submitted yet.
Be the first one to review

CaseXellence Integration