Request Case Management
Streamlined Customer Request Processing
Transform customer inquiries into seamless case workflows. From initial request to final delivery, manage every aspect of customer service with comprehensive dashboards, automated workflows, and intelligent case tracking.
Why Choose Our Request Management System
Three core advantages that transform your customer service operations
Comprehensive Visibility
Complete customer overview with corporate details, filing history, works, and subscriptions in unified dashboards.
Automated Workflows
From inquiry to completion with automated case creation, quotations, digital forms, and work order distribution.
Enhanced Collaboration
Seamless team coordination with configurable work orders, real-time notifications, and client portal access.
How These Benefits Transform Your Operations
Experience streamlined request management through our comprehensive 5-step workflow system. Each step is designed to maximize efficiency while maintaining exceptional customer service quality.
Request Review & Profile Analysis
Once a new customer request is received, consultants begin with comprehensive profile review using corporate and customer dashboards to gain complete understanding of client's current status, including filings, active works, subscriptions, and corporate details for informed decision-making.
Corporate Dashboard
Complete view of company structure, registration details, directors, shareholders, statutory records and compliance status in one centralized location.
Customer Dashboard
Access detailed client interaction history, existing & previous works, payment records, and service preferences for personalized support.
Case Creation & Quotation
During the consultancy stage, create detailed cases and generate professional quotations tailored to client needs. Track all interactions and requirements within organized case files for efficient management.
Case Organization
Create structured cases with unique identifiers, detailed descriptions, and all relevant documentation for comprehensive tracking.
Client Collaboration
Enable clients to comment, upload documents, and track case progress through secure client portal access.
Digital Forms & Signatures
Utilize digital forms and electronic signatures to collect additional information efficiently. From GST Registration Forms to compliance documents, streamline data collection and document execution with legally-binding digital signatures.
Customizable Digital Forms
Create and deploy custom forms for GST registration, KYC collection, compliance requirements, and specific service applications.
Electronic Signatures
Generate legally-binding digital signatures for directors, shareholders, and clients with audit trails and compliance verification.
Secure Processing
Bank-level security ensures all form submissions and signatures are encrypted, authenticated, and tamper-proof.
Work Order Processing
Once payment is received, configurable work orders are automatically distributed to appropriate team members for document review, lodgment, and regulatory filings, ensuring efficient task completion and quality control.
Automated Distribution
Intelligent work order routing based on service type, team expertise, and current workload for optimal resource allocation.
Quality Checkpoints
Built-in review stages and approval workflows ensure all work meets quality standards before client delivery.
Progress Tracking
Real-time notifications and status updates keep all stakeholders informed throughout the entire process lifecycle.
Completion & Client Notifications
Upon job completion, automated notifications inform customers of finished work. Clients can access their corporate dashboard to view updated corporate details, filing status, and work schedules, maintaining complete transparency and self-service capabilities.
Automated Notifications
Multi-channel notifications via email, SMS, and portal alerts keep clients informed of completion milestones and deliverables.
Client Portal Access
Secure client dashboard provides 24/7 access to corporate records, filing history, work schedules, and document downloads.
Complete Audit Trail
Comprehensive activity logs and timeline views provide full transparency of all work performed and milestones achieved.
Ready to Transform Your
Request Case Management?
Join leading corporate service providers who have revolutionized their customer service operations with Secdify's comprehensive request management platform. Experience seamless case tracking, automated workflows, and enhanced client satisfaction.
All the Tools You Need to Run
Your Corporate Business
Tailored to the specific needs of Corporate Service Providers, these selected features ensure peak efficiency, compliance, and enhanced client management.
Corporate Dashboards
All-in-one view for corporate governance, including details, filings, registers, officers, shares, and documents.
Customer Dashboards
Showcasing customer details, cases, deals, quotations, statements, works, schedules, and documents.
Collaborative Documents
Drive collaboration with controlled multi-level access, resource connectivity, and comprehensive activity logs.
Document Generation
Creation of onboarding, AGM, and resolutions with customizable templates, seamlessly integrated.
Digital Signatures
Streamline document signing with secure, legally-binding electronic signatures, reducing turnaround times.
Digital Forms
Simplify data collection with customizable digital forms, enhancing client interaction.
Digital Quotations
Speed up your sales and payment process with easy-to-create and send digital quotations.
Filings Records
Ensure no filing is overlooked with clear oversight and reminders for all statutory filings.
Risk Profile
Manage client and entity risk levels with integrated searches and secure data storage for improved compliance.
Ready to Explore All Features?
Discover how our comprehensive toolkit can transform your corporate service operations and boost your productivity.