Smart Handoff

Your Team Knows the Moment It Matters

When a case is complete, the right person is notified instantly — with everything they need to start work. No inbox checking, no chasing, no delays.

How It Works

From case completion to team action — without a single manual step

Case Reaches Completion

When all required documents are received and validated, and all questions answered, the system automatically marks the case as complete. No one has to check or confirm — the status engine handles it.

Alert Triggered Automatically

The right team member receives an instant notification via email or WhatsApp — routed by predefined rules, not sent to a shared inbox that everyone ignores. The alert fires within seconds of the case completing.

Full Case Summary Included

The alert isn't just a ping — it arrives with everything your team needs to start work immediately.

Structured summary of all information collected
Confirmation of every document received and validated
Any notes or flags raised during intake
Direct link to the case file — one click to open

Handoff Logged Automatically

Every alert is timestamped and logged against the case. There is always a clear record of when the case was handed off and to whom — so accountability is never in doubt.

What Your Team Receives

A structured handoff — not just a notification. Everything needed to start work, delivered instantly.

Case Ready — Action Required

Just now · Routed to: James (Case Handler)

Client

Sarah Johnson — Skilled Worker Visa

Documents received

Passport

BRP Card

Employment Contract

Bank Statements (3 months)

Notes

All documents validated. Passport valid until 2031. No issues flagged.

Open Case File →

Before vs After

The difference instant alerts make to how quickly cases get actioned

Without Refine AI

Complete cases sit waiting until someone checks their inbox
Notification goes to a shared inbox nobody actively monitors
Team member has to hunt for documents across emails and folders
Hours or days pass before a ready case is picked up
No record of when or to whom the case was handed off

With Refine AI

Alert fires within seconds of the case completing
Routed directly to the right team member — not a shared inbox
Full case summary and documents included in the alert
Cases actioned within minutes of being ready
Handoff timestamped and logged automatically

Common Questions

No More Waiting for Someone to Notice

Complete cases actioned immediately — every time.