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Penbox is a case management and form automation platform designed to help your team track work, collect data, and communicate with customers efficiently.

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What is Penbox?

At its core, Penbox streamlines your data collection and case management processes by eliminating repetitive tasks, organizing workflows, and providing an exceptional experience for your team and contacts alike. With Penbox, you can:
  • Manage cases from intake to closure with complete tracking and history
  • Collect data through secure, branded forms sent to customers and partners
  • Automate workflows with intelligent routing, notifications, and actions
  • Communicate seamlessly via email, SMS, and integrated channels
  • Track everything with comprehensive audit trails and timelines

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Why Use Penbox?

Simplified Data Collection

No more juggling emails and chasing responses. Create dynamic forms tailored to your specific needs.

Complete Case Tracking

Every case has a complete history, status tracking, and clear ownership. Nothing falls through the cracks.

Automated Efficiency

Set up automated reminders, workflows, and notifications. Reduce back-and-forth and free up time for critical work.

Secure by Design

Forms are protected with OTP, passwords, and expiration. Your data and your customers’ data stay secure.

Professional Experience

Branded forms, custom domains, and polished communications create trust with your contacts.

AI-Powered Intelligence

Automatic email analysis, smart title generation, and data extraction help teams work faster.

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What Can You Build?

Penbox supports a wide range of use cases:

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Customer Onboarding

Track new customers from first contact through activation, collecting documents and information along the way.

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Support & Service

Manage support tickets, service requests, and issue resolution with full tracking and communication history.

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Compliance & KYC

Handle KYC/AML, due diligence, and regulatory requirements with secure data collection and audit trails.

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Applications & Registrations

Process applications, registrations, and submissions through multi-step workflows with approvals.

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Document Collection

Request, collect, verify, and process documents from customers, partners, or employees.

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Internal Workflows

Create internal approval workflows, team request systems, and process management tools.

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How Penbox Works

Penbox combines two powerful concepts:

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Cases

Internal work items that your team manages, tracks, and resolves. Each case has:
  • Structured data fields
  • Associated contacts
  • Status tracking
  • Communication history
  • Complete audit trail
Learn about Cases →

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Forms

External data collection from customers, clients, or contacts. Each form has:
  • Unique secure links
  • Multiple security options
  • Automated notifications
  • Response tracking
  • Integration with cases
Learn about Forms → These work together: forms can create cases, cases can trigger forms, and both can be automated to create powerful workflows.

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Getting Started

Ready to dive in? Here’s where to start:

Core Concepts

Understand the fundamental concepts of Penbox

Cases

Learn how to work with cases

Forms

Understand form creation and management

API Reference

Integrate Penbox with your systems

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Who Uses Penbox?

Penbox is designed for teams who need to:
  • Track complex cases with multiple steps
  • Collect information from external parties
  • Maintain compliance and audit trails
  • Automate repetitive workflows
  • Provide professional customer experiences
Common industries:
  • Financial services & fintech
  • Legal & compliance
  • Real estate
  • Healthcare
  • Professional services
  • SaaS companies