Inbox automation + redaction
An AI agent triages every inbound email. Document redaction runs on every uploaded medical record. A single high-value settlement ran 1,581 webhook events through the substrate end-to-end.
Detailed case studies are on the way. Here's a snapshot of what's running across the practices and clinics on the platform, anonymized until each firm signs off on a public reference.
An AI agent triages every inbound email. Document redaction runs on every uploaded medical record. A single high-value settlement ran 1,581 webhook events through the substrate end-to-end.
Email-driven calendar coordination across plaintiff and defense counsel. Pydantic AI Graph with Postgres persistence handles the scheduling state machine.
The heaviest redaction workload on the platform. Custom BI reports pulled from Filevine via nightly sync, replicated to a dedicated database for slice-and-dice analysis.
Clinic-wide email triage with deep Microsoft 365 integration. Inbound mail across all 12 locations routes through one AI agent into the right team's queue.
~300 emails per day across 5 teams, all routed through the substrate via a real-time bridge between Missive (the email front-end) and Filevine (the case system).