Support

How to use CaseFrame AI

Sign up, upload your files, and run your first analysis in minutes.

01
Sign In
Secured by Auth0 with push-based MFA on every login

Enter your email and password to begin.


First login? Enroll Guardian
Download Auth0 Guardian to your cell phone, then scan the QR code through the Auth0 Guardian app (NOT your cell phone camera app).

Approve MFA push notification
Tap approve on your cell phone notification.

Lost access or need to reset MFA?
Email info@caseframeai.com for account recovery.

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Auth0 Guardian
Multi Factor Authenticator
· Free for iPhone and Android
✓ MFA on all accounts Required for HIPAA compliance
02
Upload
Having trouble with your page view settings? - Configure Google Chrome Browser (Zoom)

PDF Documents
Upload any size PDF document, or multiple PDF documents at once.

DICOM Radiology Studies
Upload DICOM radiology studies from any medium and parse into a centralized database.
03
Document Preparation
Prepare PDFs before analysis
! All PDFs must have machine-readable OCR text. Scanned image-only files will not produce results — use Run OCR in the Organizer to fix them.

OCR - Why is it important?
OCR is a cornerstone of working with large documents in large language models. 

Sanitize corrupted PDFs - Re-OCR
The Re-Run OCR tool will remove all corrupted metadata from your PDF and re-OCR for a clean text file.


Optimize files for faster viewing
Our Optimize tool compressses large documents for faster loading.


Use new AI Vision models
Great for flowsheets and poor quality images, our AI Vision tool will extract quality structured text from hard-to-read or complexly formatted data. 

04
Review Features
Short video walkthrough for each tool

Medical Record Timeline
Auto-generate a structured, interactive chronology of care from any PDF medical record.

AI Assistant
Ask questions across all uploaded case documents simultaneously. Every answer includes source citations.

Deposition Digest & Summary
Color-coded page-by-page digest table plus a full narrative summary.

Deep Search (Custom Prompt)
Semantic search across your entire case file — Every result links to its source page.


DICOM Radiology Viewer
Review & share any study via secure link. Track sharing history and manage link expiration. 

Import Documents from iManage
Coming soon! See our Partners Page.

05
Contact Support
We're here to help

Email
Feature questions, bug reports, and account issues.

Phone
Urgent or complex support. Monday–Friday, 9am–6pm ET.