Working with your expert and assistant
Understand assignment, communication, findings, sign-off and the AI assistant.
5 guides
Understand expert assignmentKnow what assignment enables and what work can continue before it happens.Read and send case messagesKeep device-specific coordination attached to its case.Act on a message asking for a correctionYour expert's review findings reach you as a message; the correction happens in the owning workflow.Understand expert sign-off and deliveryDistinguish expert approval, document issue and release of the full file.Use the AI assistantAsk questions with case context, inspect citations and draft a message for your expert.