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§ Resources

Field notes for investigative work.

Documentation, customer stories, release notes, long-form pieces, and the trust center will live here. We’re publishing as the material lands — no filler in the meantime.

01 — Documentation02 — Customer stories03 — Changelog04 — Blog05 — Trust center
§ 01 — Documentation

The handbook for setting it up and running it.

Reference docs for admins, builders, and security teams. The topic surface below is the shape we’re writing to — none of it is published yet.

Getting started
First-day setup: workspace, SSO, the five built-in roles, intake channels, and your first case.Coming soon
Identity & access (Enterprise)
SAML SSO, SCIM 2.0 provisioning with Okta and Microsoft Entra ID, custom roles built from the permission registry, IdP group mappings, and break-glass access.Coming soon
Intake & triage
Configure hotline, web form, email, walk-in, and internal-referral channels; build your triage queue; PII redaction at intake; route cases to the right team.Coming soon
AI features
How the AI co-pilot is grounded in your case material — chat, findings, interview prep, evidence summaries — and how to manage AI credits and provider configuration.Coming soon
Evidence pipeline
OCR for images and PDFs, audio transcription, entity extraction, SHA-256 verification, and the chain-of-custody log applied at intake, lead, and case level.Coming soon
Approvals & legal hold
Approval tiers — routine, sensitive, board-reportable, legal — and how to issue, acknowledge, and release legal holds with a clean audit trail.Coming soon
Reporting & exports
Multi-section case reports (PDF · CSV), timeline visual export, audit log export, full-org data export to ZIP for subject-access requests, and per-case retention overrides.Coming soon
API & webhooks (Enterprise)
API tokens for programmatic access, outbound signed webhooks (HMAC-SHA-256, retry-aware), event types, and secret rotation.Coming soon
Security & compliance
Encryption in transit and at rest, BYOK with AWS or GCP KMS, immutable off-site backups, retention, audit log specifics, and the action-type registry.Coming soon

Want to read along while we’re writing? Email hello@caseagent.net and we’ll loop you in.

§ 02 — Customer stories

What real teams did with it, in their words.

Case studies will live here — anonymised where the work demands it, named where the team is willing. We’re holding the page until we have a story we can tell honestly.

No customer stories yet

Coming soon

CaseAgent is in private trial. The first published story will land after a customer has run a full case lifecycle in-product and wants to put their name on it.

Be the first Share what your team needs
§ 03 — Changelog

What shipped, and what changed.

A running log of releases — features, fixes, and any breaking change customers should know about. The public feed is on its way; for now, trial customers see release notes in-product.

Public changelog coming soon

Coming soon

We’re still in private trial, so changes ship to a small set of design partners. The public feed will go live alongside general availability.

See the latest in a trial
§ 04 — Blog

Playbooks, patterns, and field notes.

Long-form pieces from people who’ve run real investigation programs. We’re writing the first set now — the topics below are the working backlog, not published yet.

Working backlog4 pieces · none published
PlaybookFrom a vague tip to a defensible record.Coming soon
GuideDesigning intake without burying the signal.Coming soon
Field guideChain of custody, in software.Coming soon
PlaybookStanding up an investigation program in 30 days.Coming soon

Got a topic you wish someone would cover? Send it to hello@caseagent.net.

§ 05 — Trust center

Compliance, sub-processors, and incident history.

A dedicated trust center is on the roadmap. In the meantime, the Security page covers our current posture and you can request a DPA or sub-processor list directly.

Trust center coming soon

Coming soon

It will collect compliance attestations, the sub-processor list, the data processing agreement, and incident history in one place. Today, those live in PDFs we send on request.

Read the Security page Request a DPA or sub-processor list

Want a walkthrough before the docs are public?

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