---
canonical: "https://www.softatlas.io/dotfile/products/case-management"
name: "Case Management"
provider: "Dotfile"
category: "IT & Security / Compliance & Governance / Case Management Systems"
review_count: 0
ai_powered: false
website: "https://dotfile.com/platform/case-management"
updated: "2026-08-03"
---

# Case Management

By [Dotfile](/dotfile.md)

Case Management centralizes compliance processes by unifying verification, screening, and monitoring into a single case file, ensuring all decisions, documents, and screening results are in one place.

## Features
- Centralize verification workflows with full case visibility
- Organize cases by risk, region, assignment, or custom criteria
- Enforce policy compliance with built-in approval gates
- Capture every action in activity logs for audit trails
- Notify clients and manage communication directly from the case
- Generate PDF case reports with complete activity history
- Visualize and edit complex ownership structures with the case graph
- Auto-assign cases based on risk level, workload, or geographic expertise

## Built for
OPERATIONS, EXECUTIVES

Source: https://www.softatlas.io/dotfile/products/case-management