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CaseDesk Pro multi-step case workflow with attached documents and audit trail
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CaseDesk Pro

Full-featured case management with document handling, audit trails, and workflow automation.

Contact us for pricing

What's Included

  • Unlimited agents
  • Document management & e-signatures
  • Full audit trails
  • Custom multi-step workflows
  • Advanced role-based access
  • API integration
  • Dedicated support manager

Product Overview

CaseDesk Pro is built for government agencies and large enterprises requiring full audit trails, document management, complex multi-step workflows, and role-based security.

CaseDesk Pro: enterprise case management with full audit trails

CaseDesk Pro is our full-featured case management platform for government agencies and large enterprises. It tracks every case end to end with full audit trails, so you can show exactly who did what and when. Custom multi-step workflows reflect how cases really move through your organisation, while SLA monitoring and automated escalations keep complex caseloads on schedule.

Document management with e-signatures keeps evidence and approvals attached to the case, and advanced role-based access ensures people only see what they should. There is no cap on agents, API integration connects CaseDesk Pro to your other systems, and a dedicated support manager works with you after go-live. Pricing is tailored to your organisation, so contact us for a quote.

What CaseDesk Pro adds

Document management and e-signatures

Store documents with the case they belong to and collect e-signatures without leaving the platform, so files, approvals and decisions always stay together.

Full audit trails

Every action on a case is recorded, giving compliance teams and auditors a complete history of who changed what and when, from intake to closure.

Custom multi-step workflows

Model complex processes with multiple stages, approvals and hand-offs, and let automated escalations move cases forward when deadlines approach, so work never stalls between teams.

Advanced role-based access

Control exactly who can view, edit or approve each type of case, which is essential for sensitive records in the public sector and regulated industries.

How a CaseDesk Pro rollout works

  1. Discovery and process mapping

    We work with your team to map case types, workflow stages, roles and approval rules before anything is configured.

  2. Configuration and integration

    We build your multi-step workflows, access roles and document handling, then connect CaseDesk Pro to your other systems through its API.

  3. Training and go-live

    Staff receive tailored training, and your dedicated support manager stays involved after launch to refine workflows as your needs change.

Who CaseDesk Pro is for

Government agencies

Public bodies that must evidence every decision, protect sensitive records and manage high volumes of cases across departments.

Healthcare providers

Organisations handling complaints, referrals or claims that need controlled access to documents and a clear audit history.

Large enterprises

Businesses with many case handlers, multi-stage approvals and integrations with CRM or ERP systems.

CaseDesk Pro FAQ

What is the difference between CaseDesk Standard and CaseDesk Pro?

CaseDesk Standard is for teams of up to 25 agents and covers configurable forms, SLA timers, escalation rules and standard reports. 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.

Is CaseDesk Pro suitable for regulated organisations?

Yes. CaseDesk Pro was designed for government agencies and large enterprises that need full audit trails, controlled access and reliable document handling. Every action is recorded, roles limit who can see or change each case, and data is handled in a GDPR-compliant way, as it is across all BeYou4U products.

Can CaseDesk Pro connect to our other systems?

Yes. CaseDesk Pro includes API integration, so case data can flow between CaseDesk and your CRM, ERP or other business applications. Our System Integration service can also build and maintain these connections for you, including data transformation, error handling and retry logic.

How is CaseDesk Pro priced?

CaseDesk Pro is quoted individually, because requirements vary with the number of agents, workflows and integrations involved. Contact us or request a demo and we will scope your needs and prepare a proposal. If a fixed monthly price for up to 25 agents suits you better, take a look at CaseDesk Standard.