Case Management
A full-featured case management platform with intake, tasks, workflows, reporting, CRM, and document management — built for any organization that tracks structured processes.
What It Does
Zeph's Case Management tier is a versatile platform designed for organizations that track cases, investigations, or operational processes. It includes everything in the Essentials tier (document archive and public portal) plus full case lifecycle management, task workflows, CRM, and reporting.
The system is designed to be configured — not customized. Terminology, workflows, field labels, and case types are all adjustable through the admin panel. Whether you're managing investigations, client engagements, service requests, compliance reviews, or any other process-driven work, Zeph adapts to your operations.
Key Features
Case Lifecycle Management
Track cases from intake through final disposition with configurable statuses, workflows, and assignment rules.
Task Workflows
Assign, prioritize, and track work items. Staff see their queue, managers see the big picture. Customizable task types and statuses.
Intake & Triage
Structured intake forms with configurable fields. Incoming items land in a triage queue for first-touch review and routing.
CRM & Communications
18 contact types and 8 communication channels. Manage contacts, agencies, and stakeholders with full correspondence history.
Reporting & Analytics
Built-in reports with CSV and PDF export. Track caseload trends, throughput, and performance over any time range.
Document Management
Attach documents to cases, categorize by type, and manage retention. Full version control and access logging.
Who It's For
- Government agencies and departments needing structured case or workflow tracking
- Investigative offices managing structured workflows with assignment and tracking
- Nonprofits, associations, or businesses that need CRM, reporting, and document management in one system
- Teams replacing spreadsheets, email chains, or legacy tracking tools
- Coroner and medical examiner offices that need case tracking before adopting full CME modules
- Any organization that needs configurable case management as a foundation for future capabilities
Everything in Essentials, Plus
Need Specialized Capabilities?
For medical examiner and coroner offices, our CME/CME+ tier adds forensic imaging (PACS), evidence chain of custody, toxicology, death certificate processing, and more — all built on the same platform.