Bob is a case management platform where data flows in from multiple sources — calls, CRM imports, forms, document scans — and lands in one place for your team to review and approve. It’s in active development, with new capabilities shipping regularly.
Bob is in active development! Please share your feedback! I want to fix any issues and improve your workflow. Email me at [email protected] or post your feedback from the chat icon in the lower right hand corner of every page.Also, if you’re interested in AI prompting, development, etc. Please reach out.
CRM. Every client, case, and relationship in one place. Data from Salesforce and other sources syncs into structured Client Files. Call center. AI agents make outbound calls, send SMS, and deliver forms on your behalf. They follow scripts, collect structured answers, and bring everything back for you to review. Document storage. Medical records, intake forms, signed PDFs, emails — attached to the client they belong to. Saved directly from Outlook or uploaded manually. Review workflow. Everything Bob collects arrives as pending data. You review it, approve what’s accurate, and reject what isn’t. Approved values become the trusted record on the Client File. Nothing becomes official without your sign-off.

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Key terms

TermWhat it means
JobOne interaction (call, SMS, or form) where an agent reaches out to a Client File. This is what you review.
PendingData captured during a job. Not yet confirmed.
TrustedConfirmed data. The authoritative value on the Client File.
IntakeThe section of a job where you review pending data and decide what becomes trusted.
Client FileA person or case in the system.
ScriptThe conversation flow an agent follows during an interaction.

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What’s in these docs