CAPO- Configurable Case Management for Public Programs

What is CAPO?

CAPO is a Salesforce-native case management solution purpose-built for public sector and human service programs. It provides a no-code admin interface to configure entire case workflows, dynamic forms, approvals, and object relationships — all without developer support.

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Case Lifecycle – End-to-End, Your Way

CAPO empowers organizations to manage the entire case journey through four fully configurable stages:

Intake: Gather applicant information through public or internal forms

Application: Collect program-specific data and required documents via guided, multi-step forms

Case Processing: Assign and route cases, link related records, and manage tasks with no-code automation

Closure: Validate completion, approvals, and documentation with full audit tracking.

Every stage is designed to be adapted without code — ensuring flexibility, control, and speed in launching or evolving any public assistance program.

Use CAPO to configure and control every step of your program's journey

Key Features

No-Code Admin Panel - Admins can define fields, forms, workflows, and approvals through a point-and-click interface.

Dynamic Form Builder - Design custom forms for any stage. Use drag-and-drop to create, modify, and assign forms to your workflows.

Document Uploads - Secure, stage-based upload module for required attachments — ID proof, income statements, provider forms, etc.

Stage-Based Visibility & Logic - Display specific fields, objects, and rules per stage or user role (caseworker, reviewer, supervisor).

Object Linking Without Code - Link related records — providers, contacts, referrals, or custom objects — at any point in the case journey.

Audit-Ready Logging - Every action is logged for compliance: field edits, approvals, user activity, and closure outcomes.