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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.

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

Extract, verify, then route the unsure to a human.

route_to_human.pipeline Confident · auto Unsure · to a human
Incomingcases · docs
Modelconfidence
Human review
Flagged cases
Auto-resolved
Confident, cited
01

Capture

Calls and documents are transcribed and parsed into structured fields automatically.

02

Build the record

The structured output becomes a case record directly, with no manual data-entry step.

03

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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