Custom case management software
Whether it is a sale, an insurance claim, a job application or a building project, every case follows its stages and gathers its documents and the people involved, without missing a deadline. In Domini Team, every sale or purchase file is linked to its property and its contacts.
What we build
- 01
Stages and statuses
The path each type of case follows, with what is left to do.
- 02
Documents
The case documents, their versions and online signature.
- 03
People involved
Employees, clients and partners, each with their own permissions on the case.
- 04
Deadlines and reminders
Key dates and follow-ups, before it is too late.
- 05
History
Every exchange, every decision and every change, with its date.
- 06
Case templates
Your teams create new types of case from templates.
Already delivered
Domini networkRelated expertise
Frequently asked questions
What kinds of cases can be managed?
Any case that follows stages, such as a property sale, an insurance claim, a loan application, a recruitment or a building project.
Can clients follow their case?
Yes, from their client area, with the documents to provide and the next steps.
Can cases be linked to our CRM?
Yes. Each case is attached to its client and their history, with no double entry.
How are documents protected?
Each document is visible only to the people authorised on the case, and every view is logged.