Skip the intake form. The records already have the answers.
Smart Case Intake reads the uploaded file the moment it lands and pulls out the case details a form would otherwise ask for — dates, body parts, focus areas — so review starts immediately instead of waiting on manual data entry, with every extracted field ready to confirm before it's used downstream.
Extraction starts on upload, not on the form.
The moment a file lands, Smart Case Intake reads it for the details a case-open form would otherwise ask for: dates, body parts, and focus areas referenced across the record. There's nothing to type before review can begin.
Pre-filled, not final — confirm before it feeds anything downstream.
Every extracted field arrives editable. A reviewer accepts, corrects, or clears anything Smart Case Intake surfaces before it feeds the chronology, the record index, or any later report — nothing is submitted or finalized without that review pass.
Mar 14, 2024
Right shoulder
Post-surgical recovery
No blank form, ever.
Most intake flows start with a form: type the date of injury, list the body parts, describe the case before you can upload anything. Smart Case Intake runs the other direction — upload first, and the case details come back pre-filled from what the records already say.
See Medical ChronologyFrom upload to a working case, no form in between.
4 steps, no manual data entry — whether you're opening a claim, a case, or an exam.
Drop the records the same way you always do. No separate intake screen to fill out first.
Dates, body parts, and focus areas are pulled straight from the record text.
Review each pre-filled field, accept it, or overwrite it directly.
Confirmed fields feed the chronology and the record index — no re-typing.
Who skips the form.
Same auto-fill, different first question: each team gets to the detail their file opens on.
Open the case and the date of loss and body parts are already there.
For PI firmsNew claims start with the injury and body-part details pulled, not typed.
For workers compCase details are ready before a file even reaches the review queue.
For adjustersSkip re-keying case facts from the referral into a separate intake screen.
For LNCsRelated features.
Confirmed intake fields feed straight into the timeline that builds itself.
Same idea, one level deeper: a cited candidate for the date of injury.
Once the case is open, see what's referenced in the file but not in the upload.
Smart Case Intake, answered.
The details a case-open form would otherwise ask for: dates, body parts, and focus areas referenced across the uploaded records. It reads the whole upload, not just a cover page or referral letter, and fills those fields in automatically.
No blank form to start. Smart Case Intake runs the moment a file is uploaded and pre-fills the case details it can find, so review starts immediately instead of waiting on manual data entry.
Extracted fields are pre-filled, not locked. If a date, body part, or focus area is missing, wrong, or ambiguous, correct or clear it directly — nothing is submitted or finalized without that review pass.
No. It removes the manual data-entry step, not the review step. Every extracted field is a starting point a person confirms or corrects — the AI drafts the fields, a human still decides what stands.
Once a field is confirmed, it feeds downstream — the chronology, the record index, and later reports pick up the confirmed case details rather than starting blank. Nothing unconfirmed is treated as final.
Smart Case Intake only fills a field it can support from the record. Where no date or detail can be extracted, the field stays empty for manual entry rather than guessing — undated material is handled by a dedicated flagging step instead of being forced into an intake field.
See your own case file, already filled in.
Book a quick demo, or upload a single file and see the fields it pulls out on its own. No commitment. Handled under our BAA; never used to train a model.