Stages

Structured, sequential process management for Interloom. Define the phases a case moves through (intake, investigation, review, resolution) and the platform tracks progression automatically. Stages start the moment a first message arrives, so cases begin advancing without manual intervention.

From the task overview, managers can see at a glance which stage every active case sits in across the pipeline.

Teams have full control to create, edit, reorder, and remove stages within any procedure, adapting processes as they evolve rather than locking them in at design time. For standardized workflows like onboarding, compliance reviews, or claims processing, stages replace informal status tracking with visible, enforceable structure.