Attach to anything
A case attaches to any record — a customer, an account, a property, a claim, a study — so work is always found in context.
QBO Platform · Case management software
Every piece of regulated work is a case, and the case runs the work.
QBO’s case management attaches a case to any record. Opening it starts its workflow and cost ledger, and until it closes, the case holds its documents, tasks, decisions, and parties.
What it does
Starts its own workflow
Opening a case launches the right workflow and cost ledger automatically. Rules can choose which workflow and ledger to use from the case’s data.
Workflows that run in parallel
Steps start the moment their prerequisites are met, so independent work proceeds at the same time. Branches, waits, child workflows, and calls to any system operation are all steps.
Due dates you can trust
Every step carries a duration — in hours, days, or business days — measured from a date that matters, and projected dates recalculate as the case moves.
Holds, errors, and recovery
Put a case on hold with a reason and a form. Failed steps are flagged with a trace ID and can be re-queued; stalled steps are found and restarted.
Close with discipline
Templates can require a final status, close cases automatically, and cancel any open work when a case closes.
Assign the right parties
Each case tracks its owning organization and person, the client, and the vendor doing the work, with contracts that define which vendors handle which case types.
Rules that decide
Weighted matrix rules choose workflows, pricing, and assignments; business rules validate every save and stop bad data at the door.
Building blocks
| Cases | The case attached to any record, its template, and the vendor contracts behind it |
| Workflow | Steps, dependencies, durations, child workflows, and holds |
| Rules | Weighted rules matrices for routing and pricing, and validation on every save |
Integrations
- a360Attorney case management (including CaseAware). Firms report case status to QBO and run bankruptcy and docket searches from inside their case management system.
- CasemaxAttorney case management that exchanges case data with QBO through the API.
- NetDirector (Tempo)Receive foreclosure and bankruptcy referrals from NetDirector, and send status events and documents back.
- ClarifireReceive attorney referrals from Clarifire, and send acceptances or declines back.
- Auction.comSend sale orders, postponements, cancellations, and bid instructions, and receive sale results with documents.
- Mortgage servicing systemsDeep integration with leading mortgage servicing systems: web services for real-time loan data, and bulk data exchange through scheduled file imports.
More of the platform
- Documents to DecisionsIngest, generate, store, and act on documents.
- Workforce ManagementRoute work and exceptions to the right people.
- Data & InsightBring data in, score it, report on it.
- Partners & SecurityLet partners in. Show them only their part.
- AIQBO orchestrates AI — under your governance.
- Architecture & APIsOne API pattern, queues, and plugins.