FirstCase gives case-driven teams a structured way to capture new requests, understand them instantly, and move them into the right operational path.
Create branded forms with conditional logic, file uploads, consent fields, and industry-specific templates.
Convert inbound email, PDFs, notes, and attachments into structured case records.
Score urgency, fit, value, complexity, compliance risk, and routing priority.
Blend AI recommendations with rule-based approval, rejection, assignment, and escalation paths.
Send email, create CRM records, assign tasks, request missing information, or generate internal summaries.
Monitor volume, conversion, acceptance rates, response time, bottlenecks, and model performance.
FirstCase does not replace expert teams. It removes repetitive intake labor so experts can focus on judgment, relationships, and outcomes.
| Input | AI Output | Automation |
|---|---|---|
| Legal lead form | Matter type, urgency, conflict flags | Route to practice group |
| Insurance claim email | Claim category, severity, missing documents | Request evidence |
| Patient request | Reason, priority, department | Create follow-up task |
| Support ticket | Issue type, sentiment, account value | Escalate or auto-reply |