Managing government casework isn’t easy. Between tight deadlines, complex requirements, and public accountability, there’s not a lot of room for error—or delay. And yet, many agencies still rely on systems cobbled together from shared drives, emails, and manual processes to get the job done.
It works—until it doesn’t. As caseloads grow and compliance demands increase, these old ways of working can slow things down, cause mistakes, and burn out your team. That’s where automation comes in.
Here are five practical ways automation can transform the way your agency handles casework—making your process faster, more reliable, and easier for everyone involved.
1. Stay Ahead of Deadlines with Built-In Notifications
It’s easy for things to slip through the cracks when your team is juggling tasks across multiple tools or tracking progress by hand. Automated notifications eliminate the need to check in constantly or chase down updates. Whether it’s a reminder about an upcoming review, a notice that a document was received, or a flag that a case is sitting too long in one stage, automated alerts keep cases moving without the need for extra oversight.
2. Route Cases Automatically with Smart Workflows
Manually forwarding cases or updating their status can add unnecessary steps—and create confusion. With automation, your workflow handles the routing for you. Once a task is completed or a condition is met, the system automatically sends the case to the next reviewer, assigns the right user, or updates the status. There’s no guesswork and no need to rely on memory.
3. Organize and Retrieve Documents Instantly
Trying to track down attachments, reference materials, or uploaded forms can eat up valuable time, especially when files live in different folders or emails. Automation ensures that every document is filed where it belongs, with the right case, and is easy to find. Even better, you can set rules to extract key information from those documents and use it to auto-fill forms or trigger the next step in your process.
4. Build Consistency with Checklists and Templates
In high-volume or high-risk case types, consistency is everything. Automation helps ensure every step is followed the same way every time. Case-specific checklists can be automatically generated, so no one forgets a task or misses a step. Letter templates and pre-filled forms help your team respond quickly and professionally without starting from scratch.
5. See What’s Happening—Without Pulling Reports Manually
Leadership needs visibility. Staff need clarity. But digging through spreadsheets or piecing together data from multiple systems slows everyone down. With automated dashboards and reports, you get real-time insight into caseloads, timelines, bottlenecks, and outcomes—without the manual work. In just a few clicks, you can see how cases are moving, where teams are stretched thin, and which tasks are taking the longest to complete.
Your process might get the job done—but if it requires a lot of manual effort, double-checking, or workarounds, it’s costing you time and creating risk. Automation doesn’t just make life easier for your team. It leads to faster resolutions, better service, and fewer things falling through the cracks. If you’re ready to simplify your casework and take back your time, we’re here to help.
To learn how CMTS can help your investigative agency manage cases more efficiently, email us at Team_CMTS@securecasemanagement.com or call us at 855-667-8877.