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.

Processing status of a case

While amaise is working on a case, an animated icon appears — both on the case card in the overview and at the top of the header when the case is open. At a glance, you can see what is happening:

Adding documents (orange icon): New documents are being added to this case and processed for the first time. The document list may still be incomplete — it's best to wait until this finishes before you start working on the case.
Updating (blue icon): Documents that have already been processed are being updated in the background — for example, when you change a document's type, amaise refreshes its summary. The document list stays complete and stable, so you can keep working.

Once processing is complete, the icon disappears. You also receive an email notification when a case has finished its initial processing.

Identify empty cases

A case without documents gets a warning icon on its case card. When you hover over it, the note «This case has no documents yet — add documents to start processing.» appears. This way you see at a glance which cases are still waiting for documents.

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. The Create new case wizard opens and guides you through the setup in three steps.

Step 1 — Case data

Enter the first name, last name, and Customer / Policyholder.
Set the responsible person — by default, this is you.
If manual case management is enabled in your workspace, you can also assign a case reference.
If needed, select a permission group to restrict access.
Click Continue to upload.

If a similar case already exists, amaise points it out — so you avoid creating duplicate cases. The message reads «A similar case already exists. Would you like to add documents to case "{case name}"?» and offers you two options:

«Yes, add file to "{case name}"» — the documents go into the existing case.
«No, create new case» — amaise creates a new case anyway.

Step 2 — File upload

Add the case documents: click Select files or drag and drop your PDFs into the area. Then click Create case and start processing.

Step 3 — Confirmation

The case is created and you see the added files with their status. amaise starts processing right away (OCR, segmentation, classification, extraction). You can close the window now with Close — your case keeps processing, and you can come back anytime.

You will be notified by email once processing is complete, if email notifications are enabled.

Add documents to a case

You can add documents to an existing case at any time.

In the case overview, click the files icon on the case card or choose Manage files from the three-dot menu. A window with all files of the case opens.
At the bottom of the window, click Select files or drag and drop your PDFs into it.
amaise automatically processes the new documents (OCR, segmentation, classification, extraction). Recently added files are marked with the Just added label.

Files that could not be uploaded — such as duplicates or oversized PDFs — appear in red. Use Clear failed to remove them from the list. When you're done, close the window with Done.

Only password-free PDF files are supported. Each file may have up to 2000 pages and 2 GB, and you can add up to 100 files per upload.

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.
- Delete immediately — the case is permanently deleted.