Keep documents, cases, and decisions connected, searchable, and retrievable.
This is a conceptual capability demonstration, not a finalized MartEX product. Scope, features, and pricing are defined through discovery for each client.
Structured case and document records
Status tracking through defined stages
Search and retrieval
Access permissions and retention rules
The business problem
Documents, cases, and decisions are disconnected across files and folders, making retrieval and tracking difficult.
Who it’s for
- Case workers
- Records officers
- Program administrators
Core features
What it includes
Structured case and document records
Status tracking through defined stages
Search and retrieval
Access permissions and retention rules
Audit history
Benefits
Why it matters
- Faster retrieval of records and case history
- Clear visibility into case status
- Improved accountability through audit trails
Workflow
How it works
Step 01
A case or document is created and classified
Step 02
It moves through defined stages with assigned owners
Step 03
Related documents and notes are attached
Step 04
Reports track caseload and status across the organization
Integrations
- Document storage providers
- Identity and access systems
Security & data handling
Access follows defined permission levels and retention rules agreed with the client, particularly for sensitive case information.
Pricing
Request pricing
Pricing depends on scope, integrations, and data volume. Book a consultation for an estimate specific to your organization.
FAQs
Frequently asked questions
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Let’s scope this for your organization.
Book a consultation to discuss requirements, timeline, and budget for document, records & case workflow.