Capture
Calls and documents are transcribed and parsed into structured fields automatically.
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Speech & Document to Case
Speech or document input is transcribed, structured, and turned into a case record automatically, inside the platform the team already works in.
In short
Speech & Document to Case removes manual data entry from intake. Calls and documents are transcribed and parsed into structured fields automatically, and that structured output becomes a case record directly, with no re-typing step. It all happens inside the platform the team already works in, so there is nothing new to learn. The case record forms as the call or document is processed rather than after, so caseworkers stay focused on the person they are helping instead of the keyboard. Real-time intake, in a tool the team already knew, without the slow and error-prone manual step in the middle.
SalesforceGeminiApexLWC
AutomaticCase records built
In-platformNo new tool
ZeroManual re-typing
The problem
During intake, case workers listened to calls and read documents, then re-typed the information into the case system by hand.
It was slow and error-prone, and it pulled attention away from the person they were actually helping.
How it works
Capture, structure, and build the case record automatically.
route_to_human.pipeline Confident · auto Unsure · to a human
Incomingcases · docs
Modelconfidence
Human review
Flagged cases
Auto-resolved
Confident, cited
Build the record
The structured output becomes a case record directly, with no manual data-entry step.
Stay in the platform
It all happens inside the tool the team already uses, so there is nothing new to learn.
What shipped
Real-time intake without the manual data entry step, in a tool the team already knew.
The case record forms as the call or document is processed, not after.
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