Case management for advocacy organizations
Long-running work with many steps and many hands. Aqvori keeps the case, its deadlines and its documents in one place, and gives the people you serve a secure portal to follow along.
What the work looks like
Cases that run for a long time
Each case keeps its phase, its checklist and its full history, so the person picking it up can see what happened and what is next.
Many steps, clear hand-offs
Draw your process once. Decide which team works each phase and who approves, and the work follows those steps every time.
Documents and deadlines
Documents stay with the case with every version kept. Next steps carry owners and due dates, and they land on each person's own list.
A door for the people you serve
They sign in to their own portal to follow progress, upload files, message your team and sign documents, and it never opens your workspace.
How your work maps to Aqvori
Records
Design the client profile yourself, with the fields your organization actually collects.
Workflow
Phases, approvals and lead assignment on one canvas, checked by a validator before you publish.
Portal
Progress, documents, messages and tasks, each one a switch you control, in your branding.
Will the words fit our organization?
Yes. The steps and the fields are yours to set, and your organization gets the word set that fits your work, such as Client Advocacy or Legal, so the nouns on screen match how you talk.
Who on our team can see a case?
Your roles and teams decide, and the server enforces it. It is not just hidden on screen.
What happens to a case nobody is assigned to?
Work without an owner lands on the list of the people set to watch for it, so it does not sit unseen.
Do the people we serve need to install anything?
No. The portal runs in a web browser, and they sign in to their own secure door.
Can we text the people we serve?
Yes, from your organization's own number, and only to people who opted in. Read our SMS and Messaging Policy.
Does compliance tracking make us compliant?
It is a tool you configure: choose the frameworks that apply to you, and rules cascade from organization to client to project, with access and exports logged. It does not by itself make an organization compliant with any standard.
See it on your own cases.
Tell us about your intake and your steps, and we will walk through them on the call.