No single record
A case starts in an email, moves to a spreadsheet and ends in somebody’s notes. When the customer calls back, nobody can see the full history without asking three colleagues.
Case Management Software
Case management software that tracks every case from intake to closure
CaseDesk gives your team one place to log, assign, escalate and resolve cases — with SLA timers that warn before a deadline slips and an audit trail that shows who did what, and when.
- Forms and workflows configured to your process
- SLA timers, alerts and automated escalations
- Audit trails and role-based access
- Software clients
- 500+ Software clients
- Agents on the Standard plan
- 25 Agents on the Standard plan
- Uptime across all products
- 99.9% Uptime across all products
- Expert support
- 24/7 Expert support
Book your free demo
A walkthrough built around your own case types. No sales script.
Built for governments, healthcare providers and enterprises
- Government agencies
- Healthcare providers
- Banks & financial services
- Enterprise service teams
Why cases slip through the cracks
When cases live in inboxes and spreadsheets, nobody owns the outcome
Teams that handle requests, complaints, applications or claims tend to hit the same three walls as volume grows.
Deadlines found too late
Without a clock on every case, a missed response time is discovered when the complaint arrives — not while there was still time to act on it.
No proof of what happened
Auditors, regulators and managers ask who changed what, and when. If the answer is buried in mailboxes, every review turns into a manual reconstruction.
What you get
One system from intake to closure
CaseDesk covers the whole life of a case, with the controls regulated teams need.
Configurable workflows
Design case forms, statuses and multi-step workflows around the way your team already works, and change them when your process changes.
SLA timers & alerts
Every case carries its own clock. Agents and managers are alerted by email and in-app notification before a target is missed.
Automated escalations
Escalation rules move overdue or high-priority cases to the right person automatically, so nothing waits on someone remembering to chase it.
Documents & e-signatures
Attach, store and manage documents on the case itself, with e-signatures on CaseDesk Pro.
Audit trail & role-based access
Every action is recorded against the case, and role-based permissions control who can see and change what.
Reporting & BI exports
Standard reports out of the box, plus advanced reporting and BI exports for teams that need to measure workload and SLA performance.
How it works
From demo to go-live, step by step
A structured rollout with onboarding and training included — not an open-ended IT project.
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1
Map your cases
On the demo call we walk through your case types, intake channels, SLAs and roles. You leave with a clear picture of how CaseDesk would fit, whether you buy or not.
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2
We configure
We set up your forms, workflows, SLA rules, escalations and permissions to match the process we mapped together.
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3
Onboard your team
Structured onboarding and training for agents and managers, so the team works in CaseDesk from day one instead of alongside it.
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4
Go live & improve
We stay with you long after go-live, supporting your team and refining workflows as your caseload and your process change.
Built for
Where case management software matters most
Anywhere a case has a deadline, an owner and someone who will ask what happened.
Government & public sector
Applications, permits, complaints and citizen requests with multi-step approvals and a complete audit trail. CaseDesk Pro is built for government agencies.
Healthcare
Patient complaints, referrals and administrative cases routed to the right department, with access limited by role.
Banking & financial services
Disputes, customer complaints and compliance cases tracked against their response deadlines, with every action on record.
Enterprise service teams
Internal helpdesks and customer service teams that need SLA tracking and escalations across departments.
Questions people ask before booking
Case management software FAQ
What is case management software?
Case management software keeps everything about a case — the request, the people involved, documents, deadlines and every action taken — in one record that moves through a defined workflow from intake to closure. CaseDesk adds SLA timers, automated escalations and an audit trail on top.
What is the difference between CaseDesk Standard and CaseDesk Pro?
CaseDesk Standard is for teams of up to 25 agents and includes configurable case forms, SLA timers and alerts, email and in-app notifications, standard reports, and phone and email support. CaseDesk Pro adds unlimited agents, document management with e-signatures, full audit trails, custom multi-step workflows, advanced role-based access, API integration and a dedicated support manager.
How is CaseDesk priced?
CaseDesk Standard is a monthly subscription covering up to 25 agents. CaseDesk Pro, for larger teams and government or enterprise requirements, is priced on request — tell us about your team on the demo call and we will send you a quote.
Can CaseDesk follow our own process?
Yes. Case forms, statuses and workflows are configurable, so CaseDesk adapts to your case types instead of forcing a generic template on you. CaseDesk Pro supports custom multi-step workflows for complex approval chains.
How do SLA timers and escalations work?
Each case type can carry its own service targets. The timer runs from intake, agents and managers are alerted by email and in-app notification, and escalation rules move the case to the right person when it is at risk.
Is it suitable for government and regulated industries?
Yes. CaseDesk Pro is built for government agencies and large enterprises that need full audit trails, document management, complex multi-step workflows and role-based security. All BeYou4U products handle data in line with GDPR.
Can it connect to our other systems?
CaseDesk Pro includes API integration, and our system integration service connects BeYou4U platforms to your existing ERP, CRM and other third-party systems through REST APIs. Reports can also be exported to your BI tools.
What support is included?
CaseDesk Standard includes phone and email support, and CaseDesk Pro adds a dedicated support manager. Every deployment comes with structured onboarding and training for your team.
See CaseDesk running on your own cases
Bring a real case type to the demo and we will show you how it would move through CaseDesk. If it is not a fit, we will say so on the call.