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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CaseHUB is a cloud-based enterprise case management platform developed by Quinte Financial Technologies to help financial institutions streamline complex case workflows, improve compliance oversight, and reduce operational risk. The platform is designed specifically for banks, credit unions, fintechs, and CUSOs that manage high-accountability processes requiring strict documentation, regulatory controls, and audit readiness. CaseHUB centralizes case operations into one policy-driven system that replaces disconnected tools, spreadsheets, and manual tracking methods with standardized workflows and automated process management. The platform embeds regulatory timelines, compliance checkpoints, structured documentation requirements, and workflow orchestration directly into daily operational processes to ensure consistency and accountability across teams. Users gain real-time visibility into case ownership, service-level agreements, workflow status, escalations, and operational outcomes through centralized dashboards and reporting tools. CaseHUB also supports audit and examiner readiness by maintaining structured records, centralized audit trails, and standardized process documentation for compliance review and stakeholder reporting. An embedded feature called ServiceDESK helps improve operational efficiency by enhancing workflow automation, adoption, service management, and performance visibility inside the platform. The platform is part of Quinte Financial Technologies’ broader focus on intelligent automation and cloud-based solutions for the financial services industry.

Description

OneAdvanced Practice and Case Management is a comprehensive legal operations platform designed to drive performance and efficiency across law firms. It centralises case management, practice management, and financial compliance into one unified solution. Built on Microsoft Azure, the platform delivers enterprise-grade security, resilience, and continuous availability. Firms benefit from embedded UK compliance standards that support regulatory confidence and best practice. Cloud-native architecture ensures users always have access to the latest features and security updates. The solution includes in-built legal accounts, legal forms, and wills management to simplify complex workflows. User dashboards and collaboration tools improve visibility and teamwork. Microsoft integration enhances document handling and productivity. In-product learning supports faster adoption and continuous improvement. OneAdvanced Practice and Case Management enables firms to operate smarter and more securely.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Introhive
Microsoft Entra ID
Tikit

Integrations

Introhive
Microsoft Entra ID
Tikit

Pricing Details

$10000
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Quinte Financial Technologies Inc

Founded

2019

Country

United States

Website

www.quinteft.com

Vendor Details

Company Name

OneAdvanced

Founded

2006

Country

United Kingdom

Website

www.oneadvanced.com/products/practice-and-case-management/

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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