AI Case Study Search Agent

How Cassidy automates using AI

Step 1: Connect your case repositories

Cassidy syncs with SharePoint, Google Drive, Confluence, CRM systems, and research portals to build a unified Knowledge Base of case studies, credentials, slide decks, and engagement summaries—continuously updated as new content arrives.

Step 2: Enrich with consulting taxonomy

Cassidy automatically extracts and tags metadata across industry, functional domain, geography, methodology, outcomes, clearance level, and engagement phase, ensuring every asset is findable through the filters associates actually use.

Step 3: Trigger a search request

When an associate submits a query—via Slack, Teams, or the browser extension—Cassidy's Agent detects intent (credentialing, hypothesis support, staffing) and expands the query with synonyms, acronyms, and disambiguation prompts.

Step 4: Retrieve and rank relevant cases

Cassidy executes hybrid retrieval across lexical and semantic indices, applies facet filters, deduplicates near-identical slides, and re-ranks results by recency, similarity, and client clearance status.

Step 5: Synthesize with citations

The Agent drafts tailored credential blurbs or benchmark tables, with footnote-style citations linking each claim to its exact slide, page, and document—flagging any content that requires anonymization or SME review.

Step 6: Export and route for approval

Cassidy packages results into Word appendices, PPTX slide bundles, or CSV matrices aligned to firm templates. Human-in-the-Loop review routes sensitive exports to practice leads or legal before final delivery.