The case overview is your central starting point in amaise. Here you see all cases in your workspace at a glance and can manage them.

View and navigate cases

After logging in, you go directly to the case overview. Each case is shown as a card with the most important information:

Case reference and name of the insured person
Responsible person — who is handling the case
Last update — when the case was last worked on
Number of files — how many documents are included in the case
Status — whether the case is open or archived

Click a case to open it and access the case details. There you can use CasePilot, DocPilot, and the Notebook.

Quick access

You can pin frequently used cases to the case overview. Pinned cases appear in the Quick access area at the top of the overview, so you can reach them with one click anytime.

To pin a case, click the pin icon on the case card. To unpin it, click the icon again.

Filter cases

Use the filter bar above the case list to narrow the display:

Search field — search by case reference, name, or other case data
My cases — shows only cases where you are the responsible person
With new documents — shows cases that recently received new documents
Inactive cases — shows cases with no activity for a longer time
Archived — shows archived (closed) cases

You can combine filters freely to find exactly the cases you need.

Sort cases

Click the sort options to adjust the order of cases. The following criteria are available:

Last name, first name (A-Z)
First name, last name (A-Z)
Last activity
Reference number

Create a new case

Click the plus icon (+) in the upper right corner of the case overview.
Enter the case data — first name, last name, and client / insured person. If manual case management is enabled in your workspace, you can also assign a case reference.
Optionally assign a responsible person.
If needed, select a permission group to restrict access.
Confirm with Create case.

The case is created and immediately visible in the overview.

You will receive an email notification once the case processing is complete.

Add documents to a case

There are two ways to add documents to an existing case:

When creating a case: Drag and drop your PDF files into the upload area in the creation dialog.

In an existing case:

Open the case.
Drag and drop your files into the upload area — or use the upload button.
amaise automatically processes the documents (OCR, segmentation, classification, extraction).

You can upload up to 2000 pages, 100 files, or 4 GB per upload. Only password-free PDF files are supported.

Open a case

Click a case in the overview to open it. You will land by default in the file review view with:

Document list — all documents of the case, sorted by type and dossier
Document view — the PDF viewer for reading and annotating documents
Side panels — additional panels like CasePilot, notes, or case data

From there, you can also use DocPilot for document-related questions and the Notebook for structured analyses.

Close a case

When a case is completed, you can close it:

Click the three-dot menu on the case card in the overview.
Select Close case.
In the confirmation dialog, you have two options:
- Move to archive — the case is archived and can be reopened later.
- Delete immediately — the case is permanently deleted.