Case management
Trusted by startups & the world’s largest companies
Key features
Build your ideal case management process
Drag-and-drop layout editorToggle description visibility
Easily build and modify case templates for any use case.
Prebuilt investigation modulesToggle description visibility
Choose from our robust library of prebuilt modules, such as checklists, comments, insights, and more.
Case Review AgentsToggle description visibility
Accelerate decisioning by automating routine cases and surfacing recommendations with reasoning for complex ones.
SLAs and alertsToggle description visibility
Meet deadlines by automatically prioritizing high-priority cases.
Escalation queues and assignment policiesToggle description visibility
Dynamically route cases to the right teams when multi-stage review is needed.
Granular control over PIIToggle description visibility
Configure role-specific PII access when working with sensitive data.
Audit loggingToggle description visibility
Track all activity within a case investigation, such as event timeline and email communication.
IntegrationsToggle description visibility
Consolidate data in one view with integrations for vendors such as Salesforce, HubSpot, and Zendesk.
Productivity analyticsToggle description visibility
Monitor metrics to identify bottlenecks and optimize team performance.
“As a startup with multiple systems, we needed a way to consolidate our users across different BitGo affiliates and business units. We lacked a clear source of truth, and Persona gives us that. With the time saved on review, and the consolidated single source of truth, you could call the resources my team saves a return on investment.”
