What is Penbox - Penbox Documentation

Penbox is the Case Intelligence platform — the modern version of case management. It manages operational cases end-to-end, combining email, SMS, forms, documents, digital signatures, and structured data collection into intelligent workflows. Its AI layer extracts data from emails and documents, drafts responses, and automates workflow transitions. This makes Penbox an intelligent interaction layer that bridges seamlessly with existing back-office and legacy systems. Penbox is built for security. The platform meets best industry standards for data protection, encryption, and compliance — giving organizations confidence that sensitive case data and documents are handled with the highest level of care. Most configuration happens through a visual front-end. For advanced logic and full customization, penscript — a proprietary JSON language — powers everything underneath. And because every configuration is JSON, the entire platform is manageable via API.

Core Pillars

Cases

The center of Penbox. A case is an intelligent workflow that orchestrates all interactions between a case manager and one or more contacts. Cases combine email, SMS, forms, documents, and data collection into a single managed workflow. A case can be as simple as sending a single form or as complex as a multi-month process with dozens of steps, multiple contacts, document generation, digital signatures, and intelligent automations. Learn about Cases →

Intelligence

The AI layer that defines Penbox as a Case Intelligence platform. Email Intelligence automatically classifies incoming emails and prepares draft responses. Document Intelligence extracts and validates data from incoming documents. This automation layer understands communications, extracts structured data, and orchestrates intelligent responses — making cases intelligent, not just managed.