Cases are a PI Pro and Enterprise feature. They wrap a set of subjects under a single matter number for defensible billing and shared access.
What a case includes
- Up to 25 subjects (Pro) or unlimited (Advanced/Enterprise)
- Per-case billable matter number that flows onto every export
- Shared notes, alert rules, and re-sweep cadence
- Append-only audit log — every search, view, and export is attributed and timestamped
To create one: /app/cases/new → name the case → set the matter number → invite collaborators. Subjects can be added by search, by upload, or by linking from another case.