Case Management

Your team closes cases faster. Auditors find nothing missing.

Less time chasing records, more time investigating — every action already documented for the audit.

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Avikto case details page: case ID, type, status, priority, due date, queue, assignee, watchers and dates, with the record tabs, basic details and the customer's contact details
AI Capabilities

AI-Driven Capabilities That Boost Team Productivity

Intelligent automation that helps teams prioritise cases, predict risks, eliminate duplicates, and resolve issues faster.

  • AI Case Triage

    Suggests the type, priority and owner of every new case, and sends it to the right queue.

  • SLA Risk Prediction

    Flags cases likely to miss their deadline while there is still time to act.

  • Duplicate Case Detection

    Spots a duplicate as a case is created, and suggests linking or merging instead.

  • Smart Resolution Assistant

    Drafts resolution notes when a case closes and turns the fix into a knowledge article.

observability

Deploy, monitor, and iterate safely

Once live, every automation run is logged. Pause, inspect, or roll back — without touching active cases.

01.

AI case summary

Turn an open caseload into a clear written update — status, risk, and next steps — generated in seconds instead of typed by hand.

  • On Track
  • At Risk
  • Overdue
Avikto project dashboard with an AI summary report: overview with On Track, At Risk and Overdue counts, risks, next steps and an opened-vs-resolved chart

02.

Case Intake

Capture every case through a single, centralized workspace. Standardize information, assign ownership, set priorities, and ensure every case starts with complete and accurate data.

  • Smart Forms
  • Assignment
  • Priorities
Avikto Create Case form with callouts: the Contract change template adds the fields the case needs, priority High due Oct 30, and the case is owned by Michael Carter in the Account changes queue

03.

Workflow Automation

Automate repetitive tasks with configurable workflows. Route cases, trigger notifications, enforce approvals, and meet SLAs without manual intervention.

  • Rules
  • SLA
  • Approval
Avikto business workflow canvas: Intake, Review, Approval and Resolution stages, an approval needing two reviewers, a send-back path and the stage settings
Pipeline View

Work your pipeline, not a spreadsheet.

Every open case surfaces in a board your team actually uses — with the controls to move work, not just track it.

  • Stage-gated workflowCases can't skip required reviews — every transition enforces the policy.
  • Bulk assign & reassignReassign across investigators in one click — no one-by-one grinding.
  • Auto routing rulesMove intake to the right queue automatically — no manual triage.
Avikto case board with New, In Progress, On Hold and Awaiting Review columns: a case dragged into Awaiting Review, and three new cases selected with Assign, Change status, Move to queue and Priority actions
Case Record

One record. The whole story.

Every intake field, every note, every upload, and every stage transition lives on a single case record — so nothing is reconstructed after the fact.

  • Full audit log
  • Interaction notes
  • Linked cases
Configurability

Built for your process.

Every team has different case types, stages, and field requirements. Avikto bends to your taxonomy — without custom code or professional services.

  • Custom case types
  • Conditional logic
  • Validation at stage gates
List View

Filter, sort, and bulk-act on cases.

Sort by due date, filter by assignee or priority. Reassign hundreds of cases at once. Export for reporting — without pulling a data team in.

  • Powerful filters
  • Multi-column sort
  • Bulk actions
  • Export on demand
Audit readiness

Bring your worst backlog. We'll show you the audit trail.

Every action on every case — timestamped, attributed, and immutable. Exportable for auditors. Defensible under subpoena. Zero reconstruction needed.

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