A system so revolutionary,
we had to create
a new software category.
We’re Building the Future of Professional Services,
One Milestone at a Time.
A System Built to Fix the Operational Patterns That Quietly Drain Your Revenue
theCaseWork™ is a Process Execution & Optimization Platform™ (PXO) engineered to eliminate the predictable operational failures that cost businesses time, money, clients — and often millions in lost revenue.
Where CRMs manage the sale and traditional PSAs merely automate whatever (often broken) workflows already exist, theCaseWork™ manages everything that happens after the sale — the side of the business where revenue is earned or lost.
Across industries and business sizes, we kept seeing the same patterns:
✔ Work slipping through cracks
✔ Scope creep quietly eroding margins
✔ Systems that don’t talk to each other
✔ Tasks that stall because no one knows what’s next
✔ Revenue leakage teams can feel but can’t measure
✔ Broken processes being automated instead of fixed
These aren’t random failures.
They’re predictable operational patterns.
Most tools surface the issues.
None fix them.
theCaseWork™ is the first PXO — Process Execution & Optimization Platform™.
PXO bridges the gap between:
Execution (the day-to-day doing)
Optimization (continuous improvement)
Revenue Protection (preventing money from leaking out)
It’s the only system designed specifically to run, track, improve, and protect the processes that drive your revenue.
theCaseWork™ is a process-first, customer-centric
Process Execution & Optimization Platform™ (PXO)
Run Your Operations
Client-Centric Case Management
Manage multiple engagements per client, around your client’s needs, not your software’s limitations.
AI Powered Process Design
Turn transcripts, notes, or emails into ready-to-run workflows, scopes, and engagement plans.
Workflow Automation
Customizable templates let you build your own operational ecosystem—standardizing milestones and tasks, automating workflows that adapt to your process, and preventing scope creep before it starts.
Protect Your Revenue
Time Tracking + Billing
Track every billable and non-billable minute, generate invoices, and prevent under billing with real-time visibility.
Billable Utilization
See exactly how much of your team’s time turns into revenue and where productivity is slipping.
Revenue Leakage Detection
Identify the silent operational gaps that are quietly draining revenue before they become expensive.
See Everything Clearly
Insights Dashboard with Deep-dive Analytics
See utilization, profitability, bottlenecks, and revenue leaks-all in one place.
User Performance
Understand who’s excelling, who’s overloaded, and where work gets stuck.
Client Profitability
Know which clients generate profit and which ones quietly cost you more than they pay.
