Case & Workflow Management
Not just search – a complete operating layer for Compliance, People, and Operations.
Email‑to‑case, approval routing, task tracking, and audit trails – built alongside AI search and RAG.
Email‑to‑Case – Automatically create cases from incoming emails, file attachments, and metadata.
Approval Routing – Multi‑step approvals with conditional logic (e.g., amount thresholds, department review).
Audit Trails – Full history of every action, decision, and document change – regulator‑ready.
Email‑to‑case ingestion
Any email sent to a designated address becomes a case. Attachments are automatically saved and indexed.
Conditional approval workflows
Define rules. Approvals happen in Teams, Slack, or email.
Task & SLA management
Assign tasks to individuals or roles, set due dates, escalate overdue items.
Audit‑ready logs
Every case action is timestamped and recorded. Exportable for compliance.
How it Works
Trigger
Email arrives, user clicks “create case” from search results, or AI extracts a critical field from a document.
Case created
Auto‑populated with metadata (sender, subject, date), attachments, and classification (e.g., “Legal – Contract Dispute”).
Workflow runs
Approval routing, task assignment, notifications, and escalations – fully automated.
Audit & close
Full log retained. Case closed when all steps complete; optionally archived.
Who This Is For
You are...This helps you...Legal – Operations Manager
File emails into the correct case, assign to the right lawyer, and track response deadlines.
Insurance – Claims Supervisor
Convert claimant emails into structured cases, route to adjusters, and track settlement approvals.
Finance – Accounts Payable
Turn every invoice approval request into a tracked case with multi‑step sign‑off and automatic audit trail.
Retail / CPG – Vendor Management
Manage vendor onboarding requests