When you open a case, you see amaise’s central workspace. Here’s a quick overview of the main areas.
The top bar
At the top of the screen, from left to right, you’ll find:
Workspace name — Shows which workspace you are in
Opened case — Name and reference of the currently opened case (see section "View case data" below)
Active view — The view you are currently in (e.g., dashboards, document review, case timeline)
Search bar — Search all documents in the case by full-text search (see "Document review: Full-text search"). The search bar is only visible in the document review view.
Workspace switch — If you have access to multiple workspaces, switch here
Help — Contextual help and links to the knowledge base
Notifications — Shows your unread notifications
Avatar menu — Your user profile with these options:
User settings — Adjust personal settings
Change language — Switch display language
Keyboard shortcuts — Open the keyboard shortcut overview
Log out — Log out of amaise
The left navigation bar
The left navigation bar shows the main views within a case. The active view is highlighted so you always know where you are.
Main views within a case:
Dashboards — Predefined case questions and answers (see Dashboards: Overview and navigation)
Case timeline — Chronological overview of the case (see Case timeline: Overview and navigation)
Document review — Document list and PDF reader, default view (see "Document review: Document list")
Click an icon to switch views.
Tools within document review:
When document review is open, additional tools that belong only to this view appear beneath the view icons:
Document storage — Document list with filters for dossier, document type, and label
Diagnosis overview — All diagnoses at a glance
Work impairment overview — Overview of work disability periods
Document exports — Export and share documents (see "Document export: Creating and sharing exports")
The tool bar on the right edge
On the right edge of the screen, you’ll find a tool bar with cross-view tools. They are available in every view and open as a panel on the right side — only one panel at a time:
CasePilot — AI assistant for case-related questions
DocPilot — AI assistant for document-related questions
Notebook — Create and manage case notes
Collaboration — Work with external people (see Collaboration: Ask a colleague or external person)
Access management — Manage access to the case
Click an icon in the tool bar on the right edge to open the corresponding panel.
View and edit case data
If you hover over or click the case name in the top bar, a panel opens with the case data:
Left: A menu with actions for the case (e.g., close case, edit case data)
Right: The most important personal details (PIIs) of the case — e.g., first name, last name, reference number, client
You can copy the displayed data directly (click the copy button next to the value). Use the Edit button to adjust the case data. Click Show all to display all available fields.
Keyboard shortcuts
You can move through the case list and start a search without the mouse:
↑ / ↓ — Move between cases
Enter — Open the selected case
/ — Focus the search
Back to case overview
Click the workspace name in the top bar to return to the case overview.