CASO’s Business Office faced mounting challenges coordinating tasks across departments, relying on inefficient communication methods like email, Teams, and phone calls. Miscommunication and delays frequently disrupted critical operations, leading to serious business risks:

• Delayed invoices threatened six-figure payments.
• Missed deadlines incurred costly penalties.
• Postponed project start dates hindered operations.

To address these inefficiencies, CASO set an ambitious goal: deploy EasyFile’s workflow automation solution within 24 hours to streamline their Client Invoice Workflow. This initiative aimed to ensure timely billing, prevent financial losses, and minimize compliance risks. Beyond invoices, the solution also automated purchase order approvals and other key processes, empowering non-technical staff to manage workflows independently.

The result? Enhanced collaboration, faster decision-making, and significant operational savings, all achieved under tight deadlines.

Discover how CDM transformed their workflow with EasyFile Automation. Download the free case study today!