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.
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.
That is not a control model. That is a coordination habit.
Five stages.
One record.
Latch is a case management and workflow platform with built-in audit, intelligence, and governed controls. Deploy on-prem or in the cloud.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.