A smart document and case management system
For organizations looking to streamline their operations
Are you paying too much to manage your supplier invoices?
Keeping track of documents and cases shouldn’t be difficult. Yet many organizations spend an unnecessary amount of time on manual tasks, searching for information, and duplicating work.
With Conrab Opto, you get a modern, automated, and user-friendly document and case management system that brings structure, reduces administrative work, and gives you full control over your information.
Smart, user-friendly, and built for real-world use
Our web-based system is designed with the user in mind—whether you're managing internal documents, cases, project documentation, or external correspondence.
You will receive:
- A clear overview of all documents and cases
- Automated workflows that eliminate manual steps
- Quick access to the right information, whenever you need it
- Smart modules that can be customized to meet your specific needs
- Integrations that enable the system to work seamlessly with your existing business systems
- Secure archiving that complies with legal requirements
The system scales to accommodate the size of your business—from small teams to large organizations.
Flexible and future-proof document management
Needs change. That’s why our document and case management system is designed to:
- handle multiple document types
- adapt processes to new requirements
- grow alongside the organization
- support complex cases and projects
- ensure proper and traceable handling throughout the entire lifecycle
With over 1,000 customers and extensive experience in digitalization and automation, Conrab Opto is a reliable partner for both the private and public sectors.
How our comprehensive document and case management system works
Handles all types of documents
The system can receive and process documents in all formats, from paper and email to electronic documents and digital files.
Everything flows seamlessly into a single process, which reduces manual work and the risk of errors.
Immediate review and approval
Electronic processing ensures that documents reach the right person immediately.
This speeds up the processes—without unnecessary delays.
Exact match to your criteria
The system automatically verifies that documents meet the following requirements:
- guidelines
- format requirements
- content criteria
Only accurate documents are processed—which improves your data quality and financial performance.
Seamless integration with your systems
Once the documents have been processed, the information is updated immediately in your business system. This creates a seamless workflow from document management to reporting and follow-up.
Keeping track of errors—before they become problems
The system monitors the document flow and alerts you when:
- deviations
- missing information
- incorrect formats
You’ll avoid mistakes, delays, and unnecessary costs
Benefits of the Conrab Optos document module
Handles documents in all formats
Automatic content translation
Automatic matching based on your criteria
Automatic registration, review, and approval
Advanced Flow Control & Process Management
Automatic reminders and escalations
Detailed reports and statistics
Monitoring & System Notifications in Case of Anomalies
Document ratings & detailed document cards
Frequently Asked Questions About Automated Document Management
It is the process by which documents are received, registered, categorized, reviewed, approved, and archived—either fully or partially automated.
By eliminating manual steps, reducing the risk of errors, and making information searchable, traceable, and immediately accessible.
Automation reduces manual work, improves data quality, and makes processes faster and more predictable.
Organizations gain better control, shorter processing times, fewer errors, and a more scalable workflow that can grow over time.
Yes. The system uses access controls, logging, and secure storage that comply with legal requirements. All processing is traceable and complies with applicable legal requirements, including archiving regulations and the GDPR.
Absolutely. The system integrates seamlessly with ERP systems, case management portals, HR systems, invoice processing, archives, and other business applications.
These integrations ensure that data is updated automatically and eliminate the need for duplicate work.
Contact us—we’ll help you create smoother workflows, greater control, and a more efficient organization.
Built for your business.
Tailored to your processes.
Conrabs' case management system adapts to your workflows—whether you're handling 5 or 50 different types of cases.
- Save time – connect all your systems through a single partner
- Efficient processing with electronic document management
- Local support, global reach
- The market's most satisfied customers
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