AI-Powered Case Operations
Know where every case stands. Instantly.
CaseCore brings cases, clients, tasks, documents, and team activity into one workspace—and uses AI to tell you what happened, what needs attention, and what should happen next.
Understand cases faster
Get a clear picture of any case without reading every note, document, and update.
Spend less time on admin
Fewer status meetings, fewer “where are we on this?” emails, less digging for information.
Know what needs attention
Open items, overdue tasks, and upcoming deadlines surface on their own.
Never lose the history
Every action, note, and document stays attached to the case—searchable and permanent.
AI Case Intelligence
Don’t read the entire case. Ask CaseCore.
A case picks up dozens of notes, calls, documents, and tasks. CaseCore reads all of it and hands back what matters: where things stand, what’s open, and what to do next.
The case as it actually is
What CaseCore hands back
Summaries are generated from the case record and are meant to help your team get oriented quickly. They don’t make decisions — your professionals do.
How it works
Capture. Understand. Act.
Three steps, one workspace. The record builds itself as your team works; the intelligence comes when you ask for it.
- 01
Capture
Keep cases, clients, documents, notes, tasks, and activity together in one record. Nothing lives in someone’s inbox.
CaseClientDocumentsNotesTasksActivity - 02
Understand
CaseCore AI reads the case—timeline, tasks, notes, documents—and produces a concise summary of where things stand.
Reading 31 activities… - 03
Act
Your team sees priorities, outstanding work, and suggested next actions. You decide what happens next.
- Call client for ID copy
- Request employer letter
- File application by Sep 12
The case workspace
Everything a case needs, in one place.
CaseCore isn’t only an AI layer. It’s the system of record your team works in every day — and the AI reads from that record.
Case Management
Status, ownership, priority, and history for every case.
AI Case Intelligence
Summaries, open items, and next actions—on demand.
Client Management
Client records linked to every case they touch. Import in bulk.
Tasks
Assign, prioritize, and track work across the team.
Documents
Files stay attached to the case, not scattered in drives.
Case Timeline
A complete, ordered record of what happened and when.
Team Collaboration
Comments, mentions, and shared visibility on every case.
Notes
Structured notes that become part of the record.
Reporting
Time, workload, and case activity at a glance.
Industries
One platform. Many case-driven organizations.
If your work is organized around cases, clients, requests, or investigations, CaseCore fits the way your team already thinks.
Insurance
Claims, investigations, and policyholder files with a full record of every touchpoint.
Healthcare & Nursing
Care coordination and patient-related case files kept current across the team.
Government & Public Services
Constituent requests, inspections, and program cases with clear accountability.
Nonprofits & Social Services
Client intake, case plans, and outcomes tracked from first contact to closure.
Professional Services
Client engagements, deliverables, and time in one place your whole team can see.
Legal & Case-Based Teams
Matters, deadlines, documents, and correspondence organized around each case.
Shared visibility
Everyone sees the same case. Everyone knows what happens next.
Ownership, tasks, updates, documents, and notes live on the case itself — not in someone’s inbox. When a teammate is out, the work doesn’t leave with them.
Clear ownership
Every case and task has a name on it.
One activity history
Who did what, when — automatically recorded.
Comments and mentions
Pull in the right person without leaving the case.
Documents where they belong
Attached to the case, visible to the team.
Built for consequential work
AI assistance. Human judgment.
Many of the organizations CaseCore serves make decisions that affect people’s lives. So CaseCore AI is designed to inform your team’s judgment — never to replace it.
CaseCore AI helps you
- Summarizes the case record
- Organizes what’s happened into a clear picture
- Surfaces open items and upcoming deadlines
- Suggests next actions for your review
Your team stays in control
- Every summary is built only from your case record
- Nothing in a case changes unless a person changes it
- Suggested actions are suggestions — your team decides
- Summaries can be regenerated as the case evolves
Your cases already have the answers. CaseCore helps you find them.
Spend less time reconstructing what happened and more time moving cases forward.