CaseOS
CaseOS — smarter expert management
A secure,Ai enabled powered medico-legal operating system for expert search, instructions, records, deadlines, reports, dashboards, and billing.
Powered by the Ai enabled platform
Powered by the
Ai enabled platform
A connected operating system built on Ai enabled secure, scalable and extensible platform.
- Unified data across apps
- Automated, end-to-end workflows
- Real-time insights and dashboards
- Enterprise security and compliance
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
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.
Document Management
Store, organise and share case documents securely with version control.
Deadline Tracking
Automated reminders and calendar sync keep your cases on track.
Report Management
Track report progress from instructed to delivered with full visibility.
Billing & Payments
Generate invoices, track time and manage payments seamlessly.
Dashboards & Reporting
Real-time dashboards and custom reports for better decision-making.
Designed for visibility
and control
- ✓ Live case status
- ✓ Upcoming deadlines
- ✓ Assigned expert overview
- ✓ Report progress tracking
- ✓ Clear milestone history
Dr. Samantha Lewis
◷ Orthopaedic Surgery
Bates & Co Solicitors
In 5 days
Report draft uploaded
02 May, 09:15
Security and governance
Granular permissions for teams and experts.
All data encrypted in transit and at rest.
Comprehensive logs for complete visibility.
UK-based hosting with regular backups.
Built for compliance, reliability and auditability.
