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AI Case Notes (Audio Recording and Transcription)

How to create a case plan, build out goals and actions, generate suggestions from an assessment, and review or export a plan.

Case Plans

Email a case's linked member from the case page and keep a record of it in the activity feed.

Sending an email from a case

Workflow Management (Pathways)

Theory of Change and Case Insights

Flows: Multi-Step Data Collection

Case Management Overview

AI Audits for Case Notes

How Case Triage works: review member registration submissions in a queue, use optional AI suggestions, and accept or reject each case before it enters your caseload.

Reviewing registrations with Case Triage

See how the updated member and case pages work - find member summaries, tasks, and quick actions, and update case status without adding a note.

A fresh look for member and case pages

Joseff Davies

Tom Neill-Eagle

Will Thompson

How Plinth can support with case management

Plinth for Case Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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