Agentic case management

Flexible case management, powered by an AI operator.

Upload documents and tell your AI operator what's happening — then turn it all into organized cases, deadlines, evidence, contacts, reports, and next steps.

See every case through.

From raw input to organized record

The agent does the structuring. You stay in control of what becomes a record.

  1. Capture your casework
    Documents and plain-language updates land in one place — no rigid intake forms.
  2. The agent proposes
    Your AI operator reads what you captured and drafts cases, deadlines, contacts, and next steps.
  3. You approve
    Nothing is written until a human signs off. Review the draft, edit, and approve in a click.
  4. Records stay organized
    Approved work becomes structured, searchable records with full provenance back to the source.

Put your AI operator to work.

Start a free trial and let the agent turn your scattered inputs into cases you can actually act on.