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One workspace, eleven surfaces.

Intake to outcome on a single canonical record. Below, every surface of CaseAgent — what it does, what it is for, and what it looks like in the live product.

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Index — surfaces of CaseAgent11 of 11
01Home02Intake03Leads04Cases05Evidence06Interviews07Approvals08Metrics09Reports10Advanced Search11Legal Holds
§ 01 — Home

Open the app. See what to do next.

A single landing screen that shows what is overdue, what is waiting on you, and what is coming this week. No hunting through queues to find your day.

  • Personal queue: items assigned to you, sorted by Due Date risk
  • Team pulse: what colleagues just resolved, escalated, or flagged
  • Pinned cases stay visible across sessions
See it in action
TodayWed · Apr 24Live
Personal queue
4 open
This week
12 due
CASE-1039 · sign-off due todayYou
Intake — anonymous tip awaiting triage14 min
CASE-1042 · approval routed to you1h ago
Hold ack pending · L. ChenReminder set
Team pulse
A. Wilsonclosed CASE-10379m
B. Kimattached evidence to CASE-104122m
C. Liuescalated CASE-10391h
Sorted by Due Date risk · pinned cases stay visible
§ 02 — Intake

Every channel, one triage queue.

Hotline, web form, email forwarders, walk-in, and internal referral all land in the same place. Triage with a keystroke; convert to a case when it is real.

  • PII redaction at intake — automatic detection plus manual masking, with an unmask audit on every override
  • SHA-256 chain of custody on intake attachments from the moment they land
  • Convert · close · attach · request more info — one panel, no context switch
See it in action
Triage queue5 channelsLive
AI-assisted triage — INTAKE-211 ranked High · 2 new since last review
HotlineAnonymous · vendor pricing concern14mNew
Web formL. Chen · expense reimbursement question38mTriaged
EmailForwarded · IT — access policy review2hTriaged
InternalM. Patel · team conflict referral1dAged
Convert · close · attach · request more info — no context switch
§ 03 — Leads

Keep momentum without losing the thread.

A cross-case lead library so an investigator can move from interview to interview, document to document, and the work-product stays attached to the right matter.

  • Status: open · in-progress · blocked · done — visible from any case
  • Bulk re-assign when a colleague picks up a workload
  • Linkable to evidence, approvals, and the source intake
See it in action
Leadsacross cases4 of 18
LEAD-204Interview L. Chen — vendor leadCASE-1042in-progress
LEAD-203Pull Q1 expense exportsCASE-1042done
LEAD-198Verify travel reimbursementsCASE-1041open
LEAD-191Awaiting IT log accessCASE-1039blocked
Status visible from any case · linkable to evidence and approvals
§ 04 — Cases

The canonical record per matter.

Status, priority, subjects, persons-involved, evidence, deadlines, decisions. Built so when the questions come, the file already has the answers.

  • Tamper-evident activity log — hash-chained chain of custody from intake to closure
  • Case types organize each matter (HR · ethics · compliance · security) with the right deadline policy
  • AI Analysis tab surfaces five named gap types — contradictions, missing evidence, missing interviews, unsupported conclusions, timeline gaps — every finding cited to the source
See it in action
CASE-1042Vendor anomalyActivity 12
OverviewEvidence8Leads4Approvals1AI Analysis3Activity
StatusOpen · in-review
PriorityHigh
Due DateApr 28 · 2d
OwnerA. Wilson
Subjects2 · L. Chen, vendor
HoldIssued
AI Analysis: 3 findings · 1 contradiction across interviews
One canonical record · tamper-evident activity log · chain of custody live
§ 05 — Evidence

Drop in evidence. The system reads it.

Every uploaded file is fingerprinted, extracted, and indexed on the way in. PDFs are parsed, images are OCR-read with table structure, audio is transcribed, and people, dates, and organizations are pulled out — so investigators can ask the file what is in it instead of opening every attachment.

  • SHA-256 on every file at upload; re-verified on download and re-sampled in the background
  • OCR for images and PDFs, transcription for audio, structured extraction from spreadsheets — all searchable on day one
  • Entity extraction surfaces persons, emails, phone numbers, dates, organizations, and locations across the case
See it in action
Evidence · CASE-1042AI pipelineLive
Files
12
AI processed
12 / 12
Entities found
47
PDFvendor_master_agreement_2024.pdfExtractedIndexedSHA-256
IMGexpense_receipt_03.jpgOCREntities ×6SHA-256
AUDIOwitness_call_l_chen.m4aTranscribed42mSHA-256
XLSXq1_expenses_export.xlsxParsed1,284 rowsSHA-256
Indexed: searchable across this case · entities linked to persons
SHA-256 fingerprint · OCR · transcription · entity extraction · indexed on intake
§ 06 — Interviews

Interviews are first-class — not notes in a doc.

Every interview gets a record: who, when, with whom, and what was asked. The AI co-pilot drafts prep questions and a briefing from the case material so you walk in ready, and the notes you take walk back into the canonical record.

  • Linked to the case, the interviewee, and the leads the conversation touches
  • AI prep: questions and briefing generated from existing evidence, with citations to the source
  • Notes and follow-up captured in-product — never reconstructed from memory later
See it in action
Interview · INT-018CASE-1042AI prep
Interviewee
L. Chen
Subject · 2 leads linked
Scheduled
Fri · Apr 26 · 14:00
AI prep ready
Prep questions
  • 1Walk through the Q1 vendor selection — who recommended Trinity Pricing?
  • 2Reconcile the Apr 4 expense reimbursement with the meeting calendar — gap noted.
  • 3Confirm the chain of approval on the PO discrepancy worksheet.
Linked: LEAD-203 (Q1 expense exports) · LEAD-204 (vendor lead)
Linked to case, interviewee, and the leads it touches · notes captured in-product
§ 07 — Approvals

Sign-offs that do not live in someone’s inbox.

Route closure recommendations, sanctions, escalations, and disclosures to the right approver with the right context. Decisions are recorded against the case, not buried in email threads.

  • Tiered routing — routine, sensitive, board-reportable, or legal
  • Reviewer sees the full case context, not a summary email
  • Decision + rationale recorded on the case timeline; cannot be edited after
See it in action
Approval · CASE-10424-tier routingIn review
Tier — legal · full case context
InvestigatorA. Wilson · recommended sanction · Apr 22Done
ManagerM. Patel · concurred · Apr 23Done
3LegalS. Patel · reviewing · 1dActive
4CloseoutGC · awaits legalPending
Reviewer sees the full case — evidence, leads, prior decisions — not a summary email
Decision + rationale recorded on the timeline · cannot be edited after
§ 08 — Metrics

Operational numbers that drill into the cases behind them.

Volume, time-to-resolve, on-time delivery, reopen rate, and breakdowns by source and category. Click any number to see the exact cases driving it.

  • Role-aware dashboards — head of investigations, ethics lead, GC
  • Click any number to drill into the cases it is built from
See it in action
Operationsthis quarterLive
Volume
184
cases this quarter
Time-to-resolve
9.4d
↓ 2.1d vs Q3
On-time delivery
92%
+4 pp vs Q3
Reopen rate
3.1%
within target
By source · this quarter
Hotline38%
Web form28%
Email21%
Manager13%
Click any number to see the cases driving it · export-ready
§ 09 — Reports

Hand counsel a closure packet, not a folder.

When a case closes, the report is already most of the way written. Pick which sections the reader needs, skip the rest, and export — to PDF or CSV in seconds, or to a full org ZIP when a regulator asks.

  • Multi-section case reports: Summary, Persons, Evidence, Interviews, Tasks, Timeline, Findings, Memos, Activity
  • Audit log export to PDF or CSV — court-ready, with the action-type registry of 100+ tracked operations
  • Full-org data export to ZIP for GDPR subject-access requests and migration
See it in action
Reports · CASE-10426 of 8 sectionsPDF · CSV · ZIP
Closure packet — pick sections
Summary
Persons of interest
Evidence (with CoC log)
Interviews
Tasks
Timeline
Findings & memos
Activity log
Export formats
Case PDFCase CSVAudit log PDFOrg export ZIP
Multi-section case report · audit log export · full-org DSAR export
§ 10 — Advanced Search

Find anything across every case you have access to.

Full-text and semantic search across cases, intakes, leads, evidence text, interview notes, and case notes — with structured filters that match how investigators actually narrow a query.

  • Boolean + faceted filters: status, owner, date, category, case type
  • Semantic search powered by vector embeddings — finds the right case even when the words do not match exactly
  • Honors access policies — you only see what you are cleared for
See it in action
Advanced Searchacross casesSemantic
vendor AND owner: "A. Wilson"
18 results
Filters
Status
open · in-review
Owner
A. Wilson
Date
last 90 days
Category
vendor · expense
CaseVendor pricing anomalyCASE-1042
LeadInterview L. Chen — vendor leadLEAD-204
IntakeAnonymous · vendor pricing concernINTAKE-211
Boolean + faceted · semantic vector match · honors access policies
§ 11 — Legal Holds

Preserve the record before you need to.

Issue a hold against any case, person, or data scope. CaseAgent freezes the relevant artifacts, tracks acknowledgements, and gives counsel a clean evidence trail.

  • Hold notices with custodian acknowledgement tracking
  • Auto-freeze of attached evidence — no silent deletes during hold
  • Release with full audit history — who, when, why
See it in action
Hold · CASE-1042issued Apr 22Active
Hold scope
CASE-1042 + 2 custodians
Acks
2 of 3 returned
CASE-1042 · all evidenceA. WilsonFrozen
Q1 expense exports (xlsx)L. ChenAck
Email — vendor threadL. ChenAck
IT access logs · Q1ITPending
Auto-freeze of attached evidence · custodian acks tracked · audit-clean release

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CaseAgent

Secure case management for investigative teams. Without the complexity of legacy enterprise systems.

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