Read the case as a story
Every case file rendered as a chronological narrative with footnotes to every source. A senior reviewer triages in minutes what used to take an hour.
For the adjuster, the investigator, the matter owner, the analyst
Your case files were always a story. Now they read like one.
Lore™ reads the documents, emails, and notes attached to a case and writes you the story — with citations to every source. Gather AI™ sorts and shares the documents behind it.
On April 12, the claimant submitted a demand letter 1 following a series of medical bills 23 received over the prior two weeks. The adjuster's note from April 14 4 outlines the carrier's position.
What it does for you.
Eight things, in plain English.
Ask the case a question
Type a question into the case workspace; the answer arrives in seconds, with citations to the email, document, or note it came from. Every claim is sourced.
Open and edit documents in place
Redact, annotate, sign, fill, and edit documents inside the case workspace. No downloads, no external editor, no re-upload loop. Edits stay with the file.
Drag in a bundle. Watch it become files.
Drop a 50-page bundle from outside counsel — or a 200-page records response — onto the case. Watch it become a dozen separately filed, properly named documents, each tagged and put in the right folder. No batch upload, no manual triage.
Use your own categories
Classification runs against your document vocabulary, not ours. Same category set across documents, emails, and notes — one filter shows everything related.
Don't outgrow your case system
Documents live where your IT already governs them. The case system holds the spine and the audit trail — not gigabytes of attachments. Your storage budget stays predictable.
Share externally, from inside the case
Send documents to outside parties — counsel, providers, regulators — directly from the case record. Each document's sensitivity and your governance rules decide who sees what, what expires, and what cannot leave the tenant at all. Sharing is audited; access revokes automatically when a party rolls off.
Same workspace, every kind of case
Insurance claims, legal matters, healthcare records, financial disputes, government cases, regulatory investigations — different vocabulary, identical mechanics. Pick your industry to read it your way.
Why now
Use the pieces you already pay for.
Most teams already own the right pieces — an Office license with under-utilized SharePoint, a ServiceNow tenant running their workflows, and people who spend their day bouncing between the two. Lore makes the pieces work together. Gather AI handles the plumbing that nobody wants to do by hand.
Your SharePoint, finally earning its keep.
Most Office tenants have SharePoint capacity that nobody uses well. Lore stores every case document there, governed by the policies your IT already runs — without paying twice for storage you already own. Sprawl gets organized; documents get found.
ServiceNow, finally good at documents.
ServiceNow runs workflows beautifully and handles documents badly. Lore adds robust document management to the case record — from a one-page email attachment to a thousand-page response packet — without leaving ServiceNow.
One workspace for inside notes and outside email.
Stop swivel-chairing between ServiceNow and Outlook. Compose, send, receive, classify, and file every customer email inside the case — alongside the internal notes the rest of your team writes.
The plumbing runs itself.
Gather AI bursts multi-document bundles into separately filed records, classifies them against your taxonomy, stores them in your document store, tags them across the case, and notifies every operator looking at it — automatically, without leaving ServiceNow.
Pick your industry.
The same workspace works on a claim file, a patient record, a credit application, a litigation matter, a citizen complaint, a quality investigation. The vocabulary changes; the mechanics don't.
See it on a live case.
A short form gets you into a working demo against a synthetic case file. No sales call required first.