Handel Information Technologies has introduced RiteTrack Assistant, a new AI-enabled add-on that brings artificial intelligence directly into the RiteTrack case management platform.

Designed as an AI case management assistant, RiteTrack Assistant gives users another way to interact with the information and functionality already available within RiteTrack. Instead of always navigating through records, reports, and other areas of the system to find information, users can ask questions in everyday language and work with the Assistant conversationally.

RiteTrack Assistant can help users retrieve and better understand information they are authorized to access, summarize content and activity, explore data, and assist with everyday tasks such as drafting, rewriting, brainstorming, organizing ideas, and answering questions. Users can also use the Assistant for general AI assistance without leaving RiteTrack. RiteTrack Assistant operates within each user’s existing RiteTrack permissions, meaning it can only access information that the logged-in user is already authorized to view.

RiteTrack Assistant is designed to support staff—not replace human judgment or the relationship between RiteTrack customers and Handel Information Technologies. When the Assistant cannot adequately resolve a RiteTrack-specific question, its User Elevation function can escalate the conversation to the customer’s RiteTrack Project Manager and provide a summary of the interaction so the Project Manager has context for follow-up.

For actions that may result in changes to RiteTrack data, the user remains involved. RiteTrack Assistant can help navigate to a create or edit screen and prepare information, but the user reviews the information and saves the change.

Interactions with the Assistant are also logged within RiteTrack, providing an audit history of messages sent to and received from the AI model.

RiteTrack Assistant is available as an optional add-on to RiteTrack. Handel Information Technologies will work with interested customers to discuss the functionality as well as the privacy, security, data-handling, and technical considerations that may affect whether AI is appropriate for their organization.

To learn more about RiteTrack Assistant and how it can support your organization, visit https://www.handelit.com/ritetrack-assistant/.