ADVANCED CASE MANAGEMENT SOFTWARE/EXPERT DM AGENT/INTELLIGENT DOCUMENT PROCESSOR

CASELOGIC

with absence intelligence

Caselogic offers an automated workflow. Paired with an expert ai agent that reads, analyses, and develops case management plans. Policy set-up, member onboarding and creating new claims are all completed through the intelligent document processor.

AT YOUR SERVICESystem and agent working together. For you.

The case management system handles the end-to-end workflow. The AI expert advisor is embedded in every workflow—ready to coach, advise, recommend, or take action for you.

Caselogic AI advisor on a tablet: our AI agents have Absence Intelligence
SYSTEMCONTINUOUS FLOW

Claim management continuity

From the moment a document hits the system to the final GRTW plan update, Caselogic runs the pipeline. No swivel-chair, no lost handoffs.

100% Automation

Adjustable Human-in-the-Loop

You decide your comfort level. The advisor can execute everything autonomously, pause for your approval on key decisions, or simply coach you through the file.

User Set Control

Expert Reasoning

Not pattern matching. The Absence intelligent agent reads policies, understands clinical context, and reasons through adjudication logic step by step with a traceable path.

100% Explainability

Compliance Ledger

Every decision logged, timestamped, and audit-ready. PIPEDA compliant.

PIPEDA Frameworks

ASSIGN IT ANY TASK.

Anything a case manager could do, the advisor can do for them. It coaches, advises, recommends, or actions—based entirely on your comfort level.

Fully automated, yet entirely human-supervised.

Caselogic continuously analyzes new documents or inputs—whether from a transcribed CaseLink session, an email, or a phone call—and actions them appropriately. If it's a new claim application, the AI agent reviews the medical evidence, reasons against the specific policy registry fields, and adjudicates the claim using the exact same information a case manager would. It then generates a comprehensive summary, case plan, predictive contingency plans, and recommended decisions. The agent doesn't stop at analysis; it actively drafts the necessary letters to the right parties, sets future tasks, and calculates essential dates directly into the claim file.

All of this is presented to the case manager through intuitive decision cards. Nothing is finalized without your approval. You can review the recommended decision, accept and release the letters, or reject and edit—prompting the system to instantly recalculate and generate a new plan. This continuous cycle of AI analysis, recommendation, and human approval runs from new document intake, through to medical updates, graduated return-to-work (GRTW) implementation and final closure.

Caselogic on two platforms, the case manager and the AI agent working the same claim
Caselogic AI Advisor workspace drafting a letter on an active claim
FIG. 01 / AI ADVISOR PANELLIVE

Policy Registry

Ingests group benefits contracts, Collective agreements, etc to generate each unique divisional policy registry.

Letters & Emails

Drafts context-aware correspondence—medical updates, denials, approvals, RTW offers. It can prepare them for your review or send them autonomously based on your rules.

New Claim File Creation

Intakes information from any source—portal, email, fax—and structures a complete claim file with all required fields, documents, and deadlines populated automatically.

Claim File Updates

Adds new documents, updates clinical status, adjusts RTW dates, and recalculates benefits. Maintains a complete audit trail without manual data entry.

GRTW Planning

Designs and manages graduated return-to-work plans based on clinical analysis and job demands. Schedules phases, tracks milestones, and adjusts timelines as conditions evolve.

Plus More

The advisor adapts to any task you assign. Custom workflows, ad-hoc analysis, compliance reporting—if you can describe it, the advisor can execute it.

Pipeline

DIGNITY IN EVERY STEP.Discover humanity in automation. Keep claimant dignity with AI.

Automated document intake and data registry, ensures accuracy of the data input and claim continuity. Caselogic is removing bias, and treating all claimants equally.

Intake
Email / Upload / Portal
Policy
Founding Documents / Registry / Continuity
Verify
Eligibility / Docs / Accuracy
Recommend
Approve / Pend / Deny / Appeal
RTW
Plan / Manage / Track

ONE PLATFORM. EVERY WORKFLOW.

Absence management, group benefits, claims adjudication, and the automations that connect them. Built as one system—not stitched together.

Flagship
Claims Adjudication
Fully automated decisioning with explainable audit trails. The advisor drafts correspondence, requests records, and routes exceptions.
AI PROPOSALS · LETTER DRAFTING · ESCALATION
Module 02
Absence Management
STD, LTD, paid leave, parental. One ledger per employee.
38 ENTITLEMENT TYPES
Module 03
Group Benefits
RX HEALTH DENTAL COMING SOON
Module 04
Document Intelligence
OCR · NLP · VERSIONING
Registries
Collective Agreements & Group Policy
Data field and policy registries
INGEST · STRUCTURE · APPLY
Governance
Compliance & Security
Confidentiality, Privacy, Fraud, ESA and Charter rights
PIPEDA · SOC2
Walkthrough

Book a walkthrough.

Set up in a few hours. See the system and the agent in action. Your policies, your data, your claims.

INSURERS
TPA'S
EMPLOYERS