Replace email, Excel, Dropbox, WhatsApp and Word with one audit-ready system — designed around your processes, your insurers, and your reports. Live in seven days.
Outlook for case allocation. Excel for tracking. Dropbox for evidence. WhatsApp for voice notes. Word for the final report. It works — until a handover happens, an audit lands, or a claim disputes a settlement. Suddenly you're stitching five tools together for a case six months old, and the only person who remembered the details has already moved on.
Not a generic SaaS you adapt to your workflow — a system tailored to your workflow. Same core platform underneath, custom-shaped for each company we onboard.
A 30-minute call walks through how cases come in, how they flow, and what your insurer reports look like. We capture every status, claim type, and approval gate.
Your logo, your colour palette, your subdomain, your insurer-specific report templates. Every customer gets a unique configuration — not a beige template.
Your team logs in. Investigators get their dashboards. Cases migrate from Excel. Email and Dropbox can stay or go — your call. We onboard you remotely or on-site.
Investigators record voice memos directly from a browser, up to 2 minutes per clip, multiple clips per note. Audio files are stored on your own Dropbox — never on our servers — and one-tap shared to WhatsApp with a permanent link.
Each insurer expects their own format. We build a template per insurer during your setup week. One click generates the PDF.
Settlement, Recovery, Rejection, Voidance — each auto-populates the right amount fields. No more spreadsheet maths.
Your insurance clients (Santam, Bryte, Discovery, OUTsurance, AIG) log in to see only their own cases, download finalised reports, and ask questions in-thread. Eliminates dozens of email round-trips per month — and makes your firm look like the most organised vendor on their roster.
Every assignment, status change, note, file upload, and email sent is logged with date, time, and actor. Export to PDF for litigation evidence or insurer audit. Chain of custody, inside the system, automatic.
Most internal-IT projects take six months. Ours takes a week. You keep using your old workflow until day seven — then your team logs in to a system they actually want to use.
Start your weekSetup fee covers the custom design, the 1-week build sprint, the deployment, and onboarding training. Monthly fee covers hosting, daily backups, security updates, support, and minor changes.
All tiers include hosting in South Africa, daily encrypted backups, POPIA compliance, voice notes via your own Dropbox, and WhatsApp deep-link sharing. No long contracts — cancel any time after the 30-day pilot. Pricing in ZAR, VAT excluded.
Casepath was designed by, and runs in production at, one of South Africa's most experienced insurance fraud investigation firms — co-founded by a former SAPS Lieutenant Colonel with 19 years at Mutual & Federal's Specialist Investigation Unit.
We didn't build a generic case management tool and try to sell it to investigators. We built it inside an investigator's office, against real cases, every day, for months — then productised it for the rest of the SA market.
We're a small firm and the international tools are out of reach. This is the first thing built specifically for how SA investigators actually work. The audit trail alone has changed how we report back to insurers.
Every case, note, voice memo, evidence file in one place. No "which version is the latest?" emails.
SA insurer workflows, ZAR pricing, POPIA compliance. No US-shaped square peg.
Every customer gets their own design, subdomain, and insurer report templates. Not a beige template.
Most internal IT projects take 6 months. Ours takes a week. You keep your old workflow until day 7.
Thirty-minute discovery call. We show you the live production system handling real cases. You tell us about your workflow. No deck, no slides, no obligation.