Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Unlock efficient case management with Case Notebook, which enables you to effectively organize, analyze, and distribute crucial case documents. This centralized, searchable software streamlines the management of litigation cases, making it simple to arrange and retrieve vital information from court transcripts, exhibits, research, and other legal documents. With its user-friendly design, Case Notebook allows for easy navigation, ensuring you can find what you need without hassle. The powerful search functionality further enhances your ability to quickly locate essential information. You can also track and visualize critical issues, characters, and facts in your case, assessing events through a graphical timeline feature called Case Timeline. Additionally, generate comprehensive reports to evaluate every mention of data within your case files efficiently. By utilizing centralized issue codes and tracking annotation authors, Case Notebook guarantees consistent case management practices across your entire team, fostering collaboration and enhancing productivity. In this way, the software not only supports organization but also promotes a more thorough understanding of the case at hand.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Case Timeline Yes 
RealLegal Yes 

Integrations

Case Timeline No 
RealLegal No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10000
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

legal.thomsonreuters.com/en/products/case-notebook

Vendor Details

Company Name

Quinte Financial Technologies Inc

Founded

2019

Country

United States

Website

www.quinteft.com

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Alternatives

Case Timeline Reviews

Case Timeline

Thomson Reuters
WIDTH Reviews

WIDTH

WIDTH Pte Ltd
AOPAY Reviews

AOPAY

AOPAY Technology