Cases & Reports
How cases, checklists, and AI reports work.
How the AI Strength Report works
What the Strength Report contains, how the score is calculated, and how to use it.
What is the Document Pack?
A complete breakdown of what the Document Pack contains and how to use it in your application.
How to share your report with someone else
How Agency users can generate a shareable link to a client Strength Report.
How to archive or manage your cases
What happens when you archive a case and how to manage your active case limit.