Onboarding - DTx Case Management

Onboarding with DTx

DTx is a fully customisable cloud-based case management system for Investigation teams. Create referrals & convert them to cases. Securely store, organise and bundle your files with ease. Optimise your teams' performance with DTx's intelligence tools, using powerful integrations and smart workflow.

After understanding your organisations requirements, agreeing contract durations and user counts, our Sales team will hand you to our 5-star Onboarding team who will conduct a Kick Off meeting with you. During this meeting, we'll outline the below process and support you all the way.
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Powerful Integrations

Save time & work efficiently! Through powerful API's, seamlessly connect your DTx case management system to other applications, improving user experience and workflow management. Popular plugins include: Environment Agency, MS Office, Various Credit Bureau, Freshdesk, DVLA, Bundling providers and many more.

Step 1

Setup & Super User Access

We create your organisations' instance on our live server, allocating system administrators, or 'super users' and granting access to your new system. Then, we'll provide your super users with initial training on how to navigate and begin to configure the system to make it completely unique to your organisation.

Step 2


Now you're more familiar with DTx, over a few short weeks (or days!) we will work with you configure any outstanding customisations your teams need until you sign off on the settings. We're even happy to undertake development work to get it right for you!

Step 3

Data Migration

Seamlessly migrate all your case data over to DTx from your current system, guaranteeing minimal disruption for users. We offer a fully supported migration process, with encrypted Transport Layer Security (TLS) data transmission. Overseen personally by our experienced Software Development & Data Managers.

Step 4

Training & Support

Empower your users! DTx licences include free comprehensive user and super user training, we'll teach you everything from navigation to system settings. Still have questions? Our responsive & 5-star support team is always on hand to assist. Dedicated support is included free with licence subscriptions.

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ISO9001 Case Management Software
ISO27001 Case Management Software
Compliant Case Management Software
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