Stop Wasting Hours on Case Documentation

Instantly record and organize every investigative step—no more manual logs.

Every detail matters, but documenting each investigative activity eats up your time and focus. You’re stuck toggling between notes, spreadsheets, and reports, risking missed information and endless admin work.

The hidden cost

What this is really costing you

Documenting investigative activities is tedious, repetitive, and distracts from core fraud analysis. Each case demands meticulous records for compliance and audit trails, but manual logging leads to errors and lost time. The process slows you down and pulls focus from actual investigation.

Time wasted

1.9 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,755/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep documenting manually, you’ll lose valuable time, increase the risk of errors, and struggle to keep up with compliance requirements. Missed details can lead to audit issues and undermine case integrity.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Quick Case Documentation

You ask your agent to log all actions taken in a fraud investigation, from initial alert to resolution.

Audit Preparation

You ask your agent to generate a full activity timeline and summary for a recent case audit.

Evidence Management

You ask your agent to attach supporting files and annotate key findings within your case documentation.

Compliance Reporting

You ask your agent to prepare a formatted report of investigative activities for regulatory review.

How to hire your agent

1

Connect your tools

Link your accounting, business intelligence, and document management tools used for fraud investigations.

2

Tell your agent what you need

Example: 'Document all investigative steps for Case #4821, including evidence and notes.'

3

Agent gets it done

Your agent delivers a structured, timestamped log with summaries, attachments, and a complete activity timeline.

You doing it vs. your agent doing it

Type notes into spreadsheets or word docs after each action.
Agent records and organizes steps instantly on request.
1 hr/week
Manually review case notes and compile summaries.
Agent generates summaries in seconds, formatted for audits.
30 min/week
Manually upload files and add notes to multiple systems.
Agent attaches and annotates evidence within the documentation flow.
15 min/week
Piece together actions from emails, notes, and tools.
Agent creates a chronological timeline automatically.
15 min/week

Agent skill set

What this agent knows how to do

Structured Case Logging

Automatically organizes and timestamps each investigative step in a clear, auditable format.

Summary Generation

Creates concise summaries of investigative activities for quick reporting and compliance checks.

Evidence Attachment & Annotation

Lets you attach files, screenshots, and notes directly to each documented activity for complete records.

Activity Timeline Creation

Builds a chronological timeline of all actions taken during an investigation for easy review.

Customizable Templates

Uses your preferred documentation structure to ensure consistency across all case reports.

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