← Back to Help Center

Case Dots™ Board

Turn scattered notes, people, documents, and events into a single visual map you can review, refine, and explain with confidence.

Purpose

Investigative work often grows across many files, messages, interviews, and references. When information stays fragmented, patterns become hard to see and decisions slow down. The Case Dot™ Board gives you one visual workspace where relationships stay visible and easy to navigate.

You can connect people, documents, notes, locations, and events into a structured view that supports clarity, discussion, and long-term continuity.

Core Components

Project Space

Each board represents one investigation or project. This keeps information separated, focused, and easy to manage over time.

Entity Cards

Create cards for people, organizations, locations, or topics. Each card becomes a reference point for notes and supporting material.

Relationship Links

Connect cards visually to represent interactions, dependencies, timelines, or influence paths. This helps teams see connections quickly.

Evidence Attachments

Link files, screenshots, documents, and notes directly to the relevant cards so supporting material stays close to context.

Timeline Awareness

Track how relationships evolve over time. This helps reviewers understand sequence, progression, and historical context.

Collaborative Review

Teams can review the same board to align understanding, validate assumptions, and maintain consistent interpretation.

How You Use It

Start by creating a board for your case or project. Add the main people, documents, and topics as cards. Connect them using relationship lines that represent real-world interactions or relevance.

Attach supporting notes or files to each card so important context never gets lost. As new information arrives, update the board instead of creating separate disconnected documents.

Use the board during reviews, briefings, or planning sessions to communicate complex situations clearly and quickly.

Professional Value