Your Always-Available Case Management Partner
Cardi E is your intelligent assistant that understands your workflow, anticipates your needs, and helps you focus on what matters most: your clients.
Cardi E
Your Smart Assistant
Show me Maria Rodriguez's case
Cardi E
I found Maria Rodriguez's case. Here's a quick summary:
From Overwhelmed to Empowered
We understand the challenges case managers face every day. Cardi E transforms these frustrations into opportunities for better client care.
Constant Context Switching
Jumping between multiple systems, databases, and applications disrupts your workflow and wastes precious time.
Instant Access to Everything
Ask Cardi E anything in plain language and get instant answers from all your systems without switching tabs or logging in multiple times.
Information Buried Across Databases
Critical client information is scattered across different systems, making it time-consuming to get a complete picture.
Contextual Intelligence
Your smart assistant understands relationships between cases, clients, and services delivering comprehensive insights in seconds.
Missing Critical Deadlines
With dozens of cases and competing priorities, important follow-ups and deadlines can slip through the cracks.
Proactive Reminders & Alerts
Cardi E monitors all your cases 24/7 and sends intelligent, timely reminders so nothing falls through the cracks.
Answering the Same Questions Daily
Spending time looking up eligibility, policies, and procedures that you reference repeatedly throughout the day.
Automated Routine Tasks
Common questions, eligibility checks, and repetitive lookups are automated. Freeing you to focus on high-value client interactions.
Ready to transform your workflow?
See Cardi E In ActionThree Ways to Work Smarter
Choose the interaction style that fits your workflow. Switch seamlessly between chat, voice, and document scanning.
Powerful Capabilities, Simple to Use
Cardi E brings together everything you need to manage cases effectively from intelligent search to automated workflows.
Instant Case Lookup
Find any case, document, or client in seconds with natural language search
Example
"Show me all high-priority cases from this week"
Smart Navigation
Jump to any page or workflow with voice or text commands
Example
"Take me to Maria's documents tab"
Contextual Search
Search understands relationships between clients, cases, and services
Example
"Which clients need housing assistance in San Jose?"
Cross-System Queries
Search across multiple databases and systems simultaneously
Example
"Is John Doe enrolled in any county programs?"
Want to see these capabilities in action?
Real Stories, Real Results
See how case managers across the country are using Cardi E to transform their daily workflows.
The Busy Monday Morning
Sarah, Case Manager
Managing 8 new cases with limited time
"Show me today's priority cases"
Instant dashboard with 3 urgent cases highlighted
"What services is Maria eligible for?"
Real-time eligibility check across all programs
"Add a note: client mentioned housing instability"
Hands-free documentation while in conversation
"Schedule follow-up for Maria next Wednesday"
Appointment created with automated reminder
Completed 8 comprehensive intakes by noon. Typically takes until 3 PM
The Complex Case Transfer
Marcus, Senior Case Worker
Multi-county transfer requiring 12 documents and 4 approvals
"Start transfer process in system"
Cardi E identifies all 12 required documents automatically
"Review requirements"
Missing 3 documents flagged with deadline warnings
"Upload client ID and proof of income"
Documents auto-classified and attached to transfer request
"Generate transfer summary report"
Complete packet ready for receiving county with all signatures
Transfer packet compiled and submitted. Now, we just wait on receiving county processing
The Grant Reporting Crunch
Jennifer, Program Director
Quarterly compliance report due in 2 days for $2M grant
"Generate Q3 compliance report for housing program"
Cardi E compiles data from 247 cases across all systems
"Review generated metrics"
All KPIs calculated: outcomes, demographics, satisfaction scores
"Flag any missing data or compliance gaps"
2 cases missing exit surveys. Alerted with action items
"Export to PDF with charts and executive summary"
Professional 42-page report ready for submission
Report submitted ahead of deadline with 100% data accuracy
How Cardi E Works
Built with cutting-edge technology designed specifically for healthcare and social services case management.
Advanced Language Understanding
Cardi E is powered by sophisticated natural language processing that understands context, intent, and the nuances of case management terminology.
- Understands medical, legal, and social work terminology
- Recognizes abbreviations and agency-specific language
- Maintains context across multi-turn conversations
- Adapts to your organization's unique workflows
Trained on Case Management Workflows
Built specifically for social services and healthcare case management, not generic business automation.
- Pre-trained on case management best practices
- Understands eligibility criteria and compliance requirements
- Recognizes risk factors and priority indicators
- Knows typical workflows and documentation needs
Continuously Learning
Cardi E gets smarter over time by learning from your agency's patterns without compromising client privacy.
- Learns common queries and shortcuts in your organization
- Improves accuracy based on feedback and corrections
Seamless System Integration
Works with your existing tools and databases. No need to replace current systems.
- Secure data sync without manual exports/imports
- Works alongside existing workflows, not replacing them
Built for Transparency and Trust
Cardi E provides clear explanations for its recommendations and can show you exactly where information came from. You're always in control, with the ability to override any suggestion or automate repetitive tasks.
Experience the Future of
Case Management Today
See how the Ethique Console's intelligent assistant can transform your workflow.