CaseXellence

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United States HQFounded 2003

Deployment

Web-basediPhone/iPadAndroidWindowsMacLinux

Overview

About CaseXellence

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.

At a glance

Software information

Industries served, licensing and the support CaseXellence provides.

Industries

  • Civic-social-organization
  • Financial-services
  • Government-administration
  • Hospital-health-care
  • Legal-services

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • One-Time Payment
  • Free trial

Support

  • Email
  • Live Chat
  • 24x7 Support

Training

  • Webinar
  • In-person
  • Documentation
Languages (1)
English
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Capabilities

CaseXellence features

The full feature set, grouped by module.

Legal Case Management Software

  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Document Management
  • Email Management
  • Task Management
  • Trust Accounting

Workflow Management Software

  • Access Controls
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Forms Management
  • Notifications & Reminders
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration

Volunteer Management Software

  • Event Management
  • Member Database
  • Registration Management
  • Scheduling
  • Training & Support
  • Volunteer Portal
  • Volunteer Recruiting
  • Volunteer Tracking

Social Work Case Management Software

  • Appointments Scheduling
  • Billing & Invoicing
  • Case Notes
  • Client Management
  • Document Management
  • Forms Management
  • Program Management
  • Referral Management
  • Reporting & Analytics
  • Service Planning
  • Volunteer Management

Plans

CaseXellence pricing

Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based, One-Time Payment
Preferred Currency
USD ($)
Free Trial
available Days

Works with

Integrations

CaseXellence connects with the tools your team already uses.

Salesforce CRMDocuSignMicrosoft 365Authorize.netID.meAdobesignMicrosoft DynamicsGL SystemsPeoplesoftOracle

Media

Screenshots & video