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document managementClient Solutions by Industry

With over 20 years of experience, CASO has long been an innovator in developing practical, cost-effective imaging services and content management systems. Our management team brings over 100 years of document imaging and document management experience to each engagement.

We specialize in industry solutions for organizations that are in education, financial servicesgovernmenthealthcare, insurancemanufacturing, and retail. Of course, just because we specialize in those industries, doesn’t mean we’re limited to them. Our document management and scanning solutions can be implemented in virtually any organization. Work with CASO and we will get you back to efficiency.

Broker Dealers

Engaging in the buying and selling of securities can be a paperwork intensive process that’s privy to a large degree of regulatory oversight and compliance issues. CASO and ECM Toolbox can help automate much of the work and ensure increased efficiency.
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Ensure compliance with all governmental bodies, efficiently manage student records, and spend more time focusing on creating a positive learning environment for your students. CASO offers a range of powerful document management solutions for Education!
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Financial Services

Banks, credit unions, and other financial institutions are dependent on accurate records and files in order to remain compliant with strict regulations. The document management, workflow automation, and document scanning solutions offered by CASO make this easy while increasing efficiency.
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Government agencies are often flooded by paperwork that’s a necessity of keeping strict records about what they’ve done. CASO can help with back file scanning, workflow automation, eForms, and other custom document management solutions. We even have special contracts in place with local and state agencies in Texas and New York.
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From medical records scanning to HIPAA compliance, CASO offers a full range of document management, document scanning, and workflow automation solutions for hospitals, doctors offices, dentists offices, and more.
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Medical, dental, auto, home, and life insurance companies are often tasked with managing large volumes of paperwork. Document scanning, document management, and workflow automation solutions from CASO increase efficiency and ensure accountability.
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Manufacturing companies are typically dependent on important vendor relationships for both producing and selling their end product. CASO helps streamline invoice processes and increase overall operational efficiency with workflow automation, document capture, and document management software.
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Successful retail companies manage a large volume of critical documents and data across their entire network of locations and their corporate headquarters. With workflow automation and document capture solutions from CASO, managing this information becomes as seamless as possible.
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ECM Toolbox AP Workflow

The CASO team has been exceptional. They completed the work faster and cheaper than we could have, and have always accommodated our needs. It is a pleasure working with them.

Richard Ajimati – SUNY Downstate Medical Center

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you’re looking for? Check out our Resource Center for additional information.

Article: NYSID’s Economic Impact on New York Download

Data Sheet: Document ScanningDownload

Data Sheet: On-Site ScanningDownload

Case Study: SUNY Downstate Medical CenterDownload

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CASO Document Management