Case management that fits your process — built fast, governed from day one
Build case management around your actual workflow — with the stages your team follows, the access controls your compliance team requires, and a full audit trail. Connect to any data source. Ship in hours, govern at scale.
Stop hunting across systems and start resolving cases
Pull customer info, documents, claim history, reviewer notes, and communications from wherever they live into one structured view. See everything a case needs in one place.
Build the exact workflow your team needs
A forbearance application moves through different stages than a KYC review or a building inspection. Define your own status transitions, approval gates, required fields, and conditional logic — without bending your process to fit a vendor's template.
Govern every action, automatically
For regulated industries — lending, insurance, real estate — the audit trail is a requirement, not a nice-to-have. Retool handles it without extra configuration. Every status change, approval, and note is logged automatically.
“How Sensible Weather resolved cases 15x faster with purpose-built workflows”
How Sensible Weather resolved cases 15x faster with purpose-built workflows
Structured workflows for every case type — from claims to inspections
Insurance claim manager
Build a fraud monitoring application to equip operations and customer support teams with the ability to look up a customer, view transactions in a table, and verify or freeze accounts based on suspected fraudulent activity.
Know Your Customer (KYC) user explorer
Build a KYC user explorer and move new customers through the KYC compliance process faster than ever.
Forbearance application processor
Build a tool to manage everything from forbearance application submission to approval.
CRM for loan processing
Build a CRM (customer relationship management tool) to manage loans from a centralized application.
Real estate agent listing approval
Build a dashboard to approve real estate agents for the Multiple Listing Service (MLS).
Building Inspection Mobile App
Whether you're in property management or hospitality, you can build a mobile app to pull property data, sign documents, and upload property inspection photos.
Construction Management and Punch List Mobile App
Build a Retool Mobile PMS app to manage check-ins, share cleaning routes with cleaning staff, and create work order fulfillment apps for your hospitality staff.
Rental subscription manager
Build a rental subscription application to invoice renters, charge the remainder of an item they choose to keep, process returns, and more.
Transportation logistics tracker
Build a transportation and logistics app that acts as the control center for your rides.
Everything you need to build and govern case workflows at scale
Centralized case view across all sources
All relevant data for a case — history, documents, status, notes, communications — surfaced in one structured interface. Pulls from multiple data sources simultaneously, so reviewers never hunt across systems.
Configurable status workflows
Define the stages a case moves through: submitted, under review, approved, escalated, closed. Trigger status changes via buttons, automated rules, or approval gates — matched to your actual process.
Complete governance, not just permissions
Control who can view, edit, escalate, or close a case with role-based access. Every action — status change, note, approval, rejection — is timestamped and attributed. Full compliance-grade case history without extra configuration.
Multi-step review and approval flows
Build sequential or parallel review stages with notes fields, checkboxes, and approval buttons for each step. Handle complex approval chains without custom code.
Search and filter across case queues
Text search, dropdown filters, date range pickers, and tabbed views for sorting cases by type, status, assignee, or priority. Find any case in seconds.
AI-assisted case handling
Auto-categorize incoming cases by content and urgency. Generate contextual response suggestions for common case types. Surface relevant historical cases for reviewers to reference.
Workflow automation for case routing
Automatically route cases to the right team or reviewer based on case type, priority, or workload rules. Reduce manual triage and speed up resolution.
Mobile-ready for field case capture
Native iOS and Android apps for onsite inspection, photo upload, punch list management, and report submission. Offline mode available for areas with limited connectivity.
Enterprise-grade authentication
SAML SSO and 2FA out of the box. No additional configuration needed to meet enterprise security requirements.
On-prem deployment available
For compliance-sensitive industries, deploy Retool within your own infrastructure. Full data control, no external data movement.
Common questions about case management & ticketing
Jira and Zendesk work well for the use cases they were designed for. When your process doesn't fit their data model — loan applications, KYC reviews, insurance claims, listing approvals — you end up hacking workarounds. Retool lets you build around your data model and your workflow, with the exact stages, fields, and integrations your process requires.
Yes. Retool includes role-based access controls, automatic audit logs with timestamped attribution, SAML SSO, 2FA, and on-prem deployment. Every status change, approval, and note is logged — giving compliance teams the documentation trail they need without extra configuration.
Yes. Retool Mobile provides native iOS and Android apps for capturing onsite data, uploading photos, managing punch lists, and submitting reports. Offline mode is available for field teams working in areas with limited connectivity.
Yes. Retool connects to PostgreSQL, DynamoDB, MongoDB, SQL Server, REST APIs, GraphQL, and more. You can pull customer info, documents, payment history, and communication logs from different sources into a single structured case view — no middleware required.
Most teams have a working case management interface in hours, not weeks. Retool's drag-and-drop builder, 100+ pre-built components, and AI-assisted generation get you from a blank canvas to a deployed tool fast. Describe the case type, stages, and data sources, and Retool generates a schema-aware starting point for engineers to refine.
Yes. Use workflow automation to route cases to the right team or reviewer based on case type, priority, or workload rules. AI-assisted triage can auto-categorize incoming cases by content and urgency, and surface relevant context — so agents spend less time on routine steps.
