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    CaseOS
    CaseOS
    Smarter Expert Management

    Introducing the CaseOS Platform.

    Introducing the CaseOS Platform.

    CaseOS is a platform for law firms and other users to find and instruct experts in medico-legal and negligence cases. CaseOS is intuitive and uses state-of-the-art and AI-enabled tech to enhance your control over expert management

    Powered by the
    AI enabled platform

    A connected operating system built on AI enabled secure, scalable and extensible platform.

    • ✓ Automated, end-to-end workflows
    • ✓ Real-time insights and dashboards
    • ✓ Enterprise security and compliance
    CaseOS – AI-Enabled Expert Management Operating System

    AI enabled platform

    Expert & client
    relationship
    management

    Custom Workflow
    Apps

    Instructions, cases,
    records, deadlines

    Document
    Management

    Centralised files,
    templates, version
    control

    Analytics &
    Dashboards

    Real-time insights,
    KPIs, reporting

    AI enabled Sign platform

    E-signature for
    instructions, reports
    & approvals

    AI enabled Desk

    Support &
    communication
    management

    Books / Invoice

    Billing, invoices
    & payments
    management

    Core Capabilities Section

    Core capabilities

    Expert Discovery

    Find the right expert faster with advanced search and verified specialist profiles.

    Instruction Management

    Create, send and manage instructions with templates, updates and audit trails.

    Case Timeline

    Visualise instructions, deadlines and case progress in a clear, chronological timeline.

    Deadline Tracking

    Automated reminders and calendar sync keep your cases on track.

    Billing & Payments

    Generate invoices, track time and manage payments seamlessly.

    CaseOS Sections

    Designed for visibility
    and control

    • ✓ Live case status
    • ✓ Upcoming deadlines
    • ✓ Assigned expert overview
    • ✓ Report progress tracking
    • ✓ Clear milestone history
    CaseOS Journey
    Instruction12 Apr
    Expert Search14 Apr
    In Progress18 Apr
    Report Draft02 May
    Delivered06 May
    Assigned Expert

    Dr. Samantha Lewis
    ◷ Orthopaedic Surgery

    Lead Instructing Firm

    Bates & Co Solicitors

    Report Due

    In 5 days

    Last Activity

    Report draft uploaded
    02 May, 09:15

    Security and Governance

    Role-based access

    Granular permissions for teams and experts.

    Encrypted records

    All data encrypted in transit and at rest.

    Audit trail

    Comprehensive logs for complete visibility.

    Data residency

    Check Hosting is UK Based.

    Compliance ready

    Built for compliance, reliability and auditability.

    See how CaseOS, powered by AI enabled platform,
    can elevate your expert management experience.

    Book a Demo View Features