Intake and triage
Capture who needs help, what happened, urgency, consent, possible duplicates, and the first accountable decision.
CASE MANAGEMENT SOFTWARE
Carry every case from first contact to a reviewed outcome
Give the case team one connected place for intake, people, ownership, work plans, notes, evidence, decisions, outcomes, closure, and follow-up.
Designed for adaptable business case work—not as a substitute for specialist legal, clinical, court, or government systems.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
Sign in to inspect fictional sample records. Install a copy before adding team access, confidential information, or your own operating rules.
8connected forms
6populated operational views
30fictional sample records
A case is more than a record with a status
The system should preserve context while responsibility, evidence, and decisions move between people.
Assess and plan
Clarify the issue, participants, risk, desired outcome, work plan, milestones, and information still needed.
Work and review
Coordinate services, interviews, evidence, actions, escalations, notes, and supervisor decisions without breaking the history.
Outcome, closure, and reopen
Record the rationale, action or remedy, approval, communication, follow-up, and any later information that reopens the case.
Keep people, work, facts, and outcomes connected
A management chart is useful only when the team can open the source case and act.
People and relationships
Connect the primary person or organization, participants, representatives, service providers, and communication preferences.
Plans and accountable work
Give every assessment, service, investigation step, remedy, and follow-up an owner, due date, dependency, and result.
Notes and evidence
Separate factual interactions from conclusions, protect sensitive details, and retain the source and limitations of evidence.
Decisions and outcomes
Show what was decided, by whom, using which facts, what happens next, and whether the intended outcome was achieved.
Give every stage a record, owner, decision, and visible exception
Use this as the minimum operating model before adding domain-specific fields.
| Stage | Working record | Decision | Exception to surface |
|---|---|---|---|
| Intake | Intake or referral | Create, request details, refer, or close? | Urgency, missing consent, duplicate |
| Assessment | Case and participant context | What outcome and plan are appropriate? | Conflict, access restriction, high risk |
| Delivery or investigation | Actions, notes, services, evidence | What must happen next? | Overdue work, unavailable service, missing evidence |
| Outcome review | Outcome and closure request | Approve, return, or reject? | Unsupported conclusion, open action, missing communication |
| Follow-up | Outcome measure and reopen history | Keep closed, follow up, or reopen? | Recurrence, unmet outcome, new information |
Show managers where intervention changes the outcome
The active caseload view should answer practical questions instead of reporting totals without context.
Which cases need attention today?
Prioritize overdue next actions, critical risk, blocked evidence, returned outcomes, and reopened cases.
Is work moving or merely aging?
Compare stage, health, last interaction, next action, due date, and responsible owner.
Can this case close?
Require the facts, actions, outcome, communication, and remaining follow-up to survive a supervisor review.
ADAPT THE OPERATING MODEL WITHOUT CODE
Change the case system as the work changes
Trained business administrators can improve the workspace without starting a conventional software project.
A connected case app can be assembled in hours and refined in tens of minutes while its records and workflow stay together.- Add fields when policy or service design changes.
- Adjust triage, assignment, review, return, and escalation.
- Create role-specific queues from the same case records.
- Extend the app with related work only when the team needs it.
Use Jodoo for adaptable operational casework
Jodoo fits teams that need to shape intake, records, workflow, permissions, dashboards, and mobile updates around their own process.
Build around the work
Use Jodoo for business exceptions, employee relations, nonprofit services, internal investigations, complaints, and quality cases that must evolve.
Keep specialist authority where it belongs
Retain purpose-built legal, clinical, court, benefits, forensic, or government systems when they own regulated records or decisions.
Connect the two systems
Carry the existing record ID into Jodoo so operational work stays linked without copying the authoritative record.
What to know before replacing spreadsheets or disconnected tools
What should case management software include?
At minimum, it should connect intake, people and organizations, case ownership, stage and risk, plans and actions, notes, evidence, review, outcomes, closure, follow-up, permissions, history, and reporting.
Can Jodoo replace a case management spreadsheet?
Yes, when the spreadsheet mainly tracks cases, owners, dates, actions, and outcomes. Jodoo adds forms, role-based access, workflow, history, mobile updates, dashboards, and connected records. Validate specialist domain requirements separately.
How is a case different from a ticket?
A ticket usually centers on one request and a response. A case often spans multiple people, actions, interactions, evidence, decisions, services, reviews, and outcomes over a longer period.
Can different teams use the same case system?
They can share a common lifecycle while using different fields, views, permissions, and review paths. HR, nonprofit, investigation, and complaint teams should not be forced into identical records.
Does Jodoo provide legal or clinical case management?
Jodoo can coordinate adaptable operational work, but it does not claim the specialist legal, clinical, statutory, or forensic controls required by every regulated domain.
SEE THE WORKING SYSTEM
Build the case system around the work your team actually does
Start with the populated Case Operations Workspace, then adapt the records, workflow, permissions, and dashboards to your policy and service model.
Open the case operations appRELATED CLAIMS OPERATIONS
Continue from broad case management into claims operations
When a case concerns a loss, injury or compensation request, the claims cluster adds exposure, evidence readiness, authority and settlement-action controls.