Efficient Case Management
Increase internal efficiency
With a single platform, collecting, reviewing, or requesting additional information is just a breeze. Boost productivity by streamlining these processes, and reduce operational costs.
Ditch back-and-forth emails
Leverage available services to instantly retrieve authentic information or documents. No more emails, PDFs, or inaccurate information. Save time and boost conversion.
Reduce manual reviews
With end-to-end business verification and automated processes, your stakeholders can focus on cases that actually require manual review. Reduce human errors.
When you purchase a solution like Dotfile, you are not only getting the quality of the API, of the software, or its security. You are also getting a relationship with the team. We appreciate the great responsiveness of the team, its proactivity and expertise in the matter which is at the heart of our business.
A Case Management Compliance Teams Love
Efficient case management
Investigate and remediate alerts, review documents and reports, request additional information, override risk, or dispatch work - all with just a few clicks.
Clear communication
Manage communications with both external and internal stakeholders from one dashboard. Leverage notifications to address the most important events instantly.
Holistic view
Get a holistic view of your customers at a glance or leverage the Cases, Tasks, Companies, or Individuals view when more granularity is needed.
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