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Private · Platform walkthrough

Case management with built-in audit and intelligence

One platform for case intake, intelligent triage, governed approvals, plugin execution, and immutable audit logging. Deploy on-prem or in the cloud.

Operations & Compliance Banks & Regulated Industries Platform Teams
The problem

The risky work
happens off the record

Your team approves refunds in Slack, updates vendors in the ERP, and tracks exceptions in a spreadsheet. Approval happened in email. The execution happened in another admin tool. Nobody can show the reviewer path without rebuilding it.

Approval happened in email — not on the case
Exception notes live in chat where nobody can find them later
The execution happened in another admin tool
Nobody can show the denied attempts or the exact reviewer path

That is not a control model. That is a coordination habit.

How it works

Five stages.
One record.

Intake
Email, forms, tickets, and system alerts all land in the same queue.
Triage
Built-in intelligence classifies, prioritises, and routes automatically.
Approve
Require a second person to review before a high-risk action executes.
Execute
Plugin actions run with governed permissions and immutable logging.
Prove
Immutable audit log — who approved, what changed, every denied attempt.

Latch is a case management and workflow platform with built-in audit, intelligence, and governed controls. Deploy on-prem or in the cloud.

Operator view

One dashboard.
Full operational picture.

Summary cards, work distribution, AI readiness status, and issue-type volume. The operator sees what needs attention without switching between tools.

Active tasks and triage counts
Work distribution by status and priority
Issue type volume trends
AI suggestion readiness per category
Unified triage

One queue.
Every channel.

Email, forms, operator-created tickets, and system alerts all land in the same queue. Your team works from one screen instead of jumping between inboxes, admin tools, and chat.

Select a case to see the full context — description, settings, activity, and email origin — inline without leaving the queue.

The case record

Everything
about the case.
One record.

Editable description, status controls, linked assets, issue data fields, plugin actions, activity timeline, and AI suggestions — all on one record. When someone asks "what happened?" the answer is already there.

Context
Description, data fields, tags, and linked assets
Actions
Plugin actions with role checks and logging
History
Full activity timeline with comments and status changes
AI
Suggestions for routing and next steps
Assets and sites

Anchor work
to what it
touches.

Assets carry operational state, physical condition, site assignment, and linked work history. Sites group assets, tickets, and local context into one view.

Maintenance schedules turn asset classes into recurring work automatically — so preventive tasks do not depend on someone remembering to create a ticket.

Plugin architecture

Connect your
systems as
actions.

Plugins connect the systems your team already uses — Stripe, your ERP, Slack, internal APIs. Each action runs from the case with permissions, role checks, and logging built in.

Add a new system once. Every team uses it the same way. No custom integration code needed.

Named providers with explicit configuration
HMAC authentication and secret management
Accept enrichment triggers on ticket actions
Discover and execute endpoints per provider
Two-person review · Step 1

One person
requests.

The first operator packages the action request — transaction ID, action type, target system — and submits it for a second-person review. The action stays locked until a different authorized user approves it.

Many teams say they have four-eyes control when what they actually have is a forwarded email. This is the real thing.

Two-person review · Step 2

Another person
reviews.

The approving user sees the full request payload — the action, the submitted fields, the requesting user. They approve, reject with a reason, or close without acting.

Separation
Requester and approver must be different users
Payload
Reviewer sees the exact request that will execute
Rejection
Denied attempts are recorded, not silently hidden
Two-person review · Complete

Action runs.
Proof stays.

After approval, the action executes and the result is visible on the case record. Who requested, who approved, what executed, and what the downstream system returned — all on one record.

The case now carries the complete control story: request, review, execution, and outcome.

Audit · Execution history

Every action.
Every outcome.
Inspectable.

Every plugin execution is captured with its upstream request, downstream response, timestamps, acting user, and failure diagnostics. Operators debug live. Auditors review later.

Full request and response payloads preserved
Timestamps and acting user on every execution
Failure diagnostics for debugging and reprocessing
Successes and failures in the same ledger
Try it on your workflow

Bring the workflow.
Get a fit answer.

Bring the triggering issue, the downstream system, and the control requirement. Get a fit / no-fit answer on one workflow — not a generic demo.

Start hosted, self-host later
Use Latch as a hosted service to get started fast. Move to your own environment later if your team needs it.
Bring your own AI model
Use Latch-managed models out of the box, or bring your own. The approval and audit layer works the same either way.
Add human review where it matters
Require a second pair of eyes before a refund runs or a high-risk action executes. Skip it where the risk is low.
Unified triage
Email, forms, and system alerts into one queue. One screen to classify, assign, and route.
Pluggable actions
Connect Stripe, your ERP, Slack, internal APIs — with permissions and logging built in.
Full audit trail
Who approved, what changed, what was denied, and what the downstream system returned.
Start with one workflow
Refund approvals, vendor changes, payment exceptions — pick one and go live in days, not months.
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