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Case management

Simplify Casework

Create, manage, and track simple or sophisticated case management workflows in CivicTrack. Your result: staff is more productive, leaving the people you serve happier with the quality of service you provide.

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Total visibility into every case

With a 360-degree view of every case, nothing will fall through the cracks.

Access ongoing casework from anywhere

Whether you’re in the office or on the go, access case and constituent details instantly from our web-based case management software via your smartphone, tablet, or desktop.

Provide your team with a central workplace to work that's easy to access via a browser. 

Set roles and related access so you can feel confident you have control over your constituent information and empower your team to work effectively.

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Instantly know constituent’s current and past inquiries.

CivicTrack allows viewing the inquiry, and all related detail, along with a full communication history at-a-glance.

Store all case data and related interactions in one centralized, searchable and secure web space.

Any type of document can be attached to the case file as evidence, including emails and scanned correspondence.

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Streamline workflow

Replace lengthy written processes and sticky notes with CivicTrack.

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Quick data entry

When a new email case comes in, CivicTrack helps to create a case instantly, gathering all the relevant information and assigning a case number for each inquiry.

Task management

Define the steps for each case and assign those tasks to the appropriate staff.

Shared work queue

Cases are routed to a shared work queue allowing case managers to easily assign and accept the work, no matter where they reside.

Team notifications

Instantly get email notifications for created and updated case files.

Manage immigration-related cases

Create a detailed case file and manage inquiries related to Canadian immigration and citizenship (CIC).

Data protection

CivicTrack's case management ensures personal and your office information are kept secure in one place with bank-grade 2048-bit encryption.

Easily generate accurate reports

Our easy-to-use, filter-based reporting system allows you to drill down into the specific case, create reports across all cases, track trends, review staff performance, and monitor case close rates.

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"It's easy to create cases in CivicTrack and there is no limit to that. If we need any information regarding any case we simply have to type in the name and the whole case will be in front of us. It's simply amazing software." 


Ria S., Constituency Assistant 

Ready to talk?

We’ll connect you to a government solutions expert who can help you learn more about our product and capabilities.

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