From Disconnected Case Files to Centralized Control

Assertant Transforms Enterprise Case Management

Are you still managing cases across scattered folders, emails, and spreadsheets, without clear visibility into actions taken, timelines, or decision rationale?

Managing service requests, legal matters, client files, or compliance issues shouldn't mean chasing documents across siloed systems and disconnected tools.

Organizations receive documents from multiple internal and external sources — email (with or without attachments), mobile uploads, scanners, FTP, and APIs.

Files often come in unstructured formats, missing metadata, and lacking proper categorization.

Consequently, employees spend hours manually sorting, tagging, and routing documents, which creates bottlenecks and raises the risk of errors.

Many organizations rely on outdated or oversimplified workflow systems that can’t support complex, cross-departmental case processes.

Others still rely on semi-manual methods, which cause delays, missed deadlines, and compliance risks.

For many organizations, engaging with customers or third-party entities still happens outside the core system — through disconnected emails, ad-hoc portals, or unsecured file exchanges.

This breaks process continuity, increases compliance risks, and slows response times.

Traditional workflow systems often lack the reporting depth that management needs to make informed decisions.

Leaders are left with static summaries, delayed reports, and little insight into performance trends or bottlenecks.

With a unified case management layer built directly into your ECM, Assertant provides structure, transparency, and real-time coordination for every case, enabling efficient document intake, internal processing, external communication, and management visibility.