Not Every Process Is a Straight Line

Some processes are clean and predictable. But many aren't.
Think about a customer complaint, a legal inquiry, a fraud investigation, or an internal HR issue—these aren't simple forms you fill and forget. They're cases. And cases evolve.

Most tools force you to choose: rigid workflows that can't adapt, or flexible cases that can't automate.

Emakin gives you both. Cases that can trigger workflows. Workflows that can create cases. One platform where structured and adaptive work happen together—seamlessly.

That's what makes Emakin different.
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What is Case Management?

A Complete Folder for Complex Work

Case management helps you think about mission-critical processes as happening in stages. Whether recruiting a new employee, investigating a complaint, or processing an insurance claim, cases handle work that can't follow a rigid path.

A case is a folder that includes:

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All the tasks, documents, and data needed to complete the desired outcome

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The information you need to make decisions at every stage

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Process triggers and escalations based on rules you define

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Complete tracking of progress from start to finish

It's not a ticketing system. It's intelligent work management.

Emakin Case Management Features

Case Management provides distinct advantages with features that make complex work manageable.

Time Tracking

Track the time spent on each case to improve efficiency and measure resource allocation.

Milestones

Monitor employees' KPIs and align with your organisation's SLAs with automatic alerts.

Email Integration

Monitor mailboxes and automatically create cases from received emails. Reply directly from the case interface.

Webhooks

Connect to social media monitoring tools, chat platforms, and third-party systems. Trigger cases from anywhere.

Activity Stream

Activity-based recording provides complete history—every action, change, and decision is auditable.

Rule Engine

Automatically execute policy rules for cases. Route, escalate, assign, or close cases based on conditions you define.

Advanced Search

High-performance full-text search with custom tags. Find any case, document, or conversation instantly.

Document Archive

Upload and share any type of document at any stage. Version control and secure storage built in.

Work Together in Real-Time

When you create a channel about a particular subject and include people, Emakin gives you the flexibility to relate cases with that specific channel.

With the case tracking screen, you can:

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Discuss specific cases with your team

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Exchange files and documents

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Observe team members' progress

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Manage work with your activity flow

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Track time spent on each case

Everything happens in one place—no jumping between systems or losing context.
User interface displaying an open case titled 'Upgrade the customer status' with tags 'follow-up' and 'critical', created and updated dates, assigned user details, deadline, priority, and time tracking information.

Complete Visibility Into Case Performance

Emakin channels include detailed statistics and reports to view:

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Open and closed cases by date — Track volume and resolution trends

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Overall time spent on cases — Measure efficiency and resource allocation

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Timesheets by members — Understand workload distribution

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Milestones with violations — Identify SLA breaches before they become problems

From intake to resolution, you're in control—without needing to micromanage.
Disputes dashboard showing time range from November 30 to December 11, 2025, with 59 open cases, 2029 closed cases, and 6 deadlined cases.

Email Integration

Turn Emails into Cases Automatically

Emakin can monitor an email mailbox and automatically create cases from received emails, assigning them to team members based on rules you define.

How it works:

mail collaboration

Incoming emails become cases

→ Email received
‍→ Case created automatically
→ Assigned to team member by rules

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Replies stay connected

Once a case is created, next replies in the email thread are automatically attached to the existing case and notify the assigned member about new messages.

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Respond without leaving Emakin

The assigned person or team member can reply to received emails from the case screen directly without using any email application.

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Attachments archived automatically

All email attachments like documents and images are automatically archived in the case for future reference.

Email integration works bidirectionally with full thread preservation and attachment handling. Supports IMAP/SMTP protocols and works with any corporate mail server including Microsoft 365, Google Workspace, and on-premises Exchange.

When to Use Case management

Cases vs. Processes: Choose the Right Tool

CRM interface showing four open cases with statuses and deadlines: GlenPark Logistics (Warm Lead, Demo Scheduled), Silver Oak Finance (Cold Lead, Needs Qualification, deadline in 3 days), TechBridge Solutions (Hot Lead, Proposal Sent, deadline passed 4 days ago), NovaTech International (Hot Lead, Contract Negotiation, deadline passed 11 days ago).

Use Case Management when

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Work is information-centric and collaborative (customer complaints, investigations)

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The path emerges over time (fraud cases, legal inquiries)

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Multiple people need to contribute (HR grievances, quality issues)

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Context and history matter more than speed

Desktop computer screen displaying the Emakin dashboard with sections for quick access, tasks, announcements, and completion time.

Use Both Together

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Cases can trigger workflows (complaint → investigation process)

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Workflows can create cases (approval exception → dispute case)

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No integration complexity - It's one platform with one data model, not two systems trying to talk to each other

Flowchart showing an information review and approval process involving steps for providing information, reviewing by an intake coordinator, analyzing by an analyst, providing internal feedback, and automated approval or rejection.

Use Workflows when

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The path is predictable (purchase approvals, expense reports)

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Rules are clear and consistent (routing based on amount, department)

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Volume is high and speed matters

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Automation is more important than flexibility

Start Transforming Your Processes Today

Your teams are ready for better ways to work. Emakin gives you the tools to build, automate, and optimise workflows quickly — so you can focus on growth, not routine tasks.

Get Started Now