Referral Intake
Paste a referral email (and the PDF text) — the system reads it and pre-fills a new case for you to review.
This screen reads the referral with Claude through a secure server-side call. In production the same call routes through Azure OpenAI, covered by your Microsoft BAA, and runs automatically from your mailbox — no pasting.
Review & confirm
Paste a referral and click Read referral to see the extracted case here.