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CASE MANAGEMENT SOFTWARE

More Than Case Management.

A Connected Operating System for Your Firm.

Operigent connects case data, documents, workflows, deadlines, communication, e-signatures, calendars, reporting and AI in one platform — helping your team manage the complete case lifecycle.

The Difference Isn't Just the Features. It's How They Work Together.

Operigent connects your case data, work, documents, communication, deadlines, signatures and insights around the same case.

Configure

Build the records, forms, views and relationships your firm needs.

Operate

Manage cases, assignments, activities, deadlines and documents.

Automate

Trigger tasks, reminders, escalations, document actions and follow-up.

Understand

Use reports, dashboards, document intelligence and AI.

From Case Intake to Resolution — One Connected Workflow

Every record, activity, document, deadline, communication and decision stays connected throughout the case lifecycle.

01. Intake

Capture case information and create the case.

02. Case Setup

Connect clients, parties, providers and insurers.

03. Workflow

Assign work, deadlines and follow-ups.

04. Documents

Collect, classify, review and analyze documents.

05. Communication

Keep emails, notes and notifications connected.

06. AI + E-Sign

Analyze documents and collect signatures.

07. Resolution

Track settlement activities and outcomes.

08. Insights

Use reports, dashboards and AI to understand your caseload.

Powerful Capabilities. Connected to Your Cases.

Purpose-built capabilities work together around every case, helping your team move from information to action.

Why Firms Choose Operigent

One Source of Context

Case data, people, activities, documents, communication and signatures stay connected.

Less Manual Work

Automate assignments, reminders, document routing and follow-up.

AI Where You Work

Use AI with case documents, reports and operational questions.

Built Around Your Firm

Configure records, workflows, views and processes around how your team works.

Actionable Insights

Move from dashboard numbers directly to the underlying records.

Governed Access

Control roles, permissions, document access and audit history.

READY TO SIMPLIFY YOUR CASE MANAGEMENT?

Take Control of Your Cases With Smarter Case Management Software

Manage cases, documents, tasks, communication, and workflows from one centralized platform. Discover how WiseWaySoft can help your team work more efficiently and keep every case organized from start to finish.