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Chen & Associates Demo

3 agents · 12 queued

Living Case Timeline

Case • Watch the case evolve in real-time

AI-generated only

📋

Case Created

🤖 AI

Client intake completed via AI interview

Jan 15, 2026

🎯

Goals Activated

🤖 AI

4 AI agents assigned to case

Jan 15, 2026

📄

Records Requested

🤖 AI

AI sent MRMB to Houston Methodist

Jan 16, 2026

💬

Client Status Check

🤖 AI

AI responded: "Records requested, ETA 2 weeks"

Jan 18, 2026

✅

Records Received

🤖 AI

45 pages from Houston Methodist - AI extracted

Jan 22, 2026

💰

Value Updated

🤖 AI

Case value: $87K → $127K (+$40K)

Jan 22, 2026

$87K $127K (+$40K)

Jan 22, 2026

📱

Proactive Update Sent

🤖 AI

AI notified client of records + new value

Jan 23, 2026

⏳

Awaiting Records

2 providers pending: Dr. Smith, PT Plus

Now

In Progress

Timeline Stats

Total Events 8

AI-Generated 7

Value Changes 1

Automation Rate 88%

🔮 Coming Up

📄

Records from Dr. Smith

Expected in 3-5 days

📄

PT Plus records

Follow-up sent yesterday

🏥

Treatment milestone

Client at 85% recovery

📊

Demand ready check

AI monitoring for completion

The Living Case

1 Case updates itself automatically
2 AI agents work 24/7 on tasks
3 Value recalculates on new data
4 Client stays informed automatically