Case management
Trusted by startups & the world’s largest companies
Key features
Build your ideal case management process
Drag-and-drop layout editor Toggle description visibility
Easily build and modify case templates for any use case.
Prebuilt investigation modules Toggle description visibility
Choose from our robust library of prebuilt modules, such as checklists, comments, insights, and more.
SLAs and alerts Toggle description visibility
Meet deadlines by automatically prioritizing high-priority cases.
Escalation queues and assignment policies Toggle description visibility
Dynamically route cases to the right teams when multi-stage review is needed.
Granular control over PII Toggle description visibility
Configure role-specific PII access when working with sensitive data.
Audit logging Toggle description visibility
Track all activity within a case investigation, such as event timeline and email communication.
Integrations Toggle description visibility
Consolidate data in one view with integrations for vendors such as Salesforce, HubSpot, and Zendesk.
Productivity analytics Toggle description visibility
Monitor metrics to identify bottlenecks and optimize team performance.
“As a startup with multiple systems, we needed a way to consolidate our users across different BitGo affiliates and business units. We lacked a clear source of truth, and Persona gives us that. With the time saved on review, and the consolidated single source of truth, you could call the resources my team saves a return on investment.”
