Skematic Compliance Case Management
skematic.com
Spec sheet
- Purpose
- The case management solution centralizes compliance cases, testing, and investigations with audit trails.Read 12 Oct 2026 · skematic.com
- Intended users
- The product page describes use by compliance teams coordinating with legal and other departments on cases such as ethics concerns and regulatory inquiries.Read 12 Oct 2026 · skematic.com
- Security
- The product page states that Skematic is SOC 2 Type II certified and offers granular permissions plus enhanced security measures for highly confidential cases.Read 12 Oct 2026 · skematic.com
- Audit trail
- YesRead 21 Sep 2026 · skematic.com
- Case data
- It provides a case timeline with milestone tracking, organized data management, standardized status updates, and an investigation audit trail.Read 12 Oct 2026 · skematic.com
- Case intake forms
- YesRead 21 Sep 2026 · skematic.com
- Company history
- Skematic says it became part of Financial Recovery Technologies (FRT) in 2024.Read 12 Oct 2026 · skematic.com
- Documentation
- Case records can include documented decision points, resolution rationale, timestamped activity history, documentation exports, and supervisory review confirmation.Read 12 Oct 2026 · skematic.com
- Existing tools
- Skematic says it works alongside existing compliance tools, including e-communications and trade-monitoring point solutions.Read 12 Oct 2026 · skematic.com
- Implementation
- The company says implementation takes less than a month and includes workflow configuration, disclosure-template setup, and employee training.Read 12 Oct 2026 · skematic.com
- Pricing scope
- Firm Compliance Basic includes Case Manager and Audit Trails, while Standard and Premium add features and user allowances; the pricing page says fees are billed annually.Read 12 Oct 2026 · skematic.com
- Program links
- Case actions link back to policies, and the product connects cases with the broader compliance program.Read 12 Oct 2026 · skematic.com
- Reporting dashboards
- YesRead 21 Sep 2026 · skematic.com
- Workflow automation
- YesRead 21 Sep 2026 · skematic.com
- Workflows
- Its customizable workflows include structured forms, standard operating procedures, cross-department collaboration, and automated status communications.Read 12 Oct 2026 · skematic.com
Plans and prices
Firm Compliance Basic $6,000 a year Annual fee; $1,000 implementation fee 2 full access users · 0 limited access users · single geography · single entity · third-party integrations: none Read 12 Oct 2026 · skematic.com
Firm Compliance Standard $12,000 a year Annual fee; $2,000 implementation fee 5 full access users · 10 limited access users · 2 geographies · 2 entities · basic third-party integrations Read 12 Oct 2026 · skematic.com
Firm Compliance Premium $24,000 a year Annual fee; $2,000 implementation fee 10 full access users · 20 limited access users · unlimited geographies and entities · custom third-party integrations · legal document manager includes up to 50 documents Read 12 Oct 2026 · skematic.com
Where Specifiction places it
- Case Management Software#134 of 1777.2
