Logic, Not just Lists.

Most systems just record what happened.
Vizabiliti calculates what needs to happen next.

Status, more than Storage.

If your firm already has a system for storing documents, you don’t need to replace it with the built-in system. Vizabiliti acts as the “Governance Layer” for your Case files – whether stored inside or not.

You record selected details of a document like “Is the Proof of Address older than 3 months?” The system flags it automatically if not compliant.

Even when we store the heavy files, the application remains lightning fast and focused purely on workflow control.

Practical Workflow

The “Take-On”

Create your Case File

Standardized capturing of the Deceased, Executor and Attorney details. This establishes the ‘Date of Instruction’ baseline from which all initial turnaround times are measured.

Case File Contents

Document Management

The system prompts for the specific document pack required for the estate type. Users can flag outstanding items and attach ‘Chase Notes’ directly to the missing line item. Request document uploads from Attorneys via secure mail directly to the System repository. You never wonder why a file is stalled, the note explains who you are waiting for.

Process Flow

Workflow Triggers

This is where Vizabiliti outperforms a spreadsheet. The workflow is not a static list – it is a logic engine. Examples:
Auto-Cancellation: Capture a SARS Case Number and the system automatically cancels the ‘Follow Up’ reminder.
The Follow-up Algorithm: Flag an estate for audit – the system projects the follow-up date, automatically skipping weekends, public holidays and SARS ‘closed days’.

Keeping Track

Notes and Reminders

Create Notes on any Document, Workflow Step, Case File or Reminder. Notes also “carry” SARS Reference Numbers and you can set Reminders on them as well. The Reminder Page is the hub driving all activity by date showing upcoming and overdue actions.

Management

Reporting

Vizabiliti reporting is integrated into the system allowing users to easily see the status of each Case File as well as its full activity history via the Timeline. Each of these Operational reports can be exported to CSV or PDF where applicable.

The Brains and Heart of the System

A reminder in Vizabiliti is not just an alert – it’s an intelligent link connecting you to the right data, at the right time.

Contextual Reminders

An alert brings the relevant document notes and case history instantly. One click to understand and act.

Indestructible Audit Trail

Notes and reminders are linked to the estate’s entire timeline: ‘Institutional Memory’ that outlasts staff changes.

Intelligent Status Updates

Counting working days vs non-working days, the system applies the correct logic to deadlines.

Experience the Logic Live.

The true power of Vizabiliti lies in its intelligent workflow engine.
Due to the proprietary nature of our logic, we don’t display live interfaces publicly.