Case Management
A clear view of all your cases.
Opportunities, renewals, financial planning and transactions: everything is structured, visible and shared in one place. You always know where things stand. So does your team. No more missed follow-ups.
What is happening with the Smith file?
This question comes up every week. Between new opportunities, upcoming renewals and files awaiting documents, it's hard to keep track. Follow-ups slip through the cracks. Clients are left waiting.
Visualize your work at a glance
A clear, shared view of all your cases and team workflows, directly linked to your clients.
All your cases, organized by workflows and stage.
Designed for people
Your clients, finally at the heart of your CRM.
Laylah is built to systematize client work. Cases define the workflow, sequence, and responsibilities behind every client commitment, helping teams manage work logically and consistently. Laylah centralizes each client case and links it directly to the client record, so work, communication, and progress stay aligned.
Case management benefits
The capabilities that bring structure, visibility, and control to client work.
Kanban view
A clear, shared view of all client cases, showing progress at every stage so teams know exactly where work stands and what needs attention.
Custom pipelines
Create views that match your reality: opportunities, insurance, investments, financial planning, group benefits, etc. One system, multiple realities, no workarounds.
Tasks and delegation
Clear tasks, easy to delegate and track, directly linked to each client's case.
All in one place
Tasks, notes, communication, documents, and history are organized together within each case, giving teams the full picture without searching across systems.
Smart tasks
Tasks automatically created based on your defined processes and the context of each case, helping teams follow the right steps in the right order.
Automations
Automated reminders, alerts for stalled cases, and actions triggered by progress, reducing manual oversight while keeping work moving.
Templates standardize your ways of working.
New client? Renewal? Transfer? Each type of case has its steps. Create templates with predefined tasks, required documents, standard deadlines. A structure that allows you to move forward with confidence.
Your team follows the same process. Quality becomes consistent.
Every role has a place.
From solo advisor to office director, everyone benefits from case management.
Advisors
All your cases visible. No more clients waiting without news.
Assistants
Tasks clearly assigned. No more "where do I start?".
Directors
Instant overview. No more surprises.
Peace of mind
Take back control of your workflows with Laylah's case management.
Try Laylah free for 30 days. No commitment.
Join the advisors who have taken back control.