Concept simulation. No live client files, DNA data, connected search, or automated deliverables.

The Case Desk concept tour

An illustrative local-operator design for keeping approved work under review.

The Case Desk direction is designed to answer the practical question every working genealogist has: “What do I know, what do I need, what is uncertain, and what must I do next?”

Case Desk

Start tour

Illustrative Case State

Plan draftReview tasksCaution flags

Example Evidence Cues

RecordsCitation notesConflicts

Candidate Next Step

Review a record against locality context, then decide whether the hypothesis note should change.

Relationship Notes

KnownCandidateUnproven

DNA Caution Placeholder

DNA remains a governed caution area; documentary evidence and human review remain required.

Draft Review Notes

SummaryEvidenceNext steps
Step 1

Open a case

The simulation shows how a genealogist might open approved working context and see the research question, relevant people, known facts, open tasks, hypothesis notes, and review needs.

Step 2

Review evidence

Records are not just stored in the design direction. They are reviewed against claims, people, events, places, citation notes, conflicts, and reasoning notes.

Step 3

Hold DNA as a caution area

DNA matches, clusters, shared-match clues, and hypotheses are concept-only here. The public site does not analyse DNA data or expose DNA workflow material.

Step 4

Draft notes as the research develops

The design direction is to keep findings, citation notes, source summaries, and reasoning notes reviewable as work progresses.

Step 5

Prepare reviewable output ideas

Output ideas such as a report, source list, citation appendix, evidence bundle, research log, next steps, or plain-language summary remain draft material for professional review.

What “ZHC” means

ZHC means Zero-Human Company. In this project, that does not mean removing the professional genealogist. It means building a wrap-around practice infrastructure where routine back-office support, research organisation, evidence tracking, citation preparation, report drafting, workflow memory, and specialist assistants are designed to work around the genealogist.

The genealogist remains the professional authority. Genie ZHC is the structured support company around the practice: part research workbench, part evidence room, part report desk, part case memory, and part controlled assistant layer.

That is the point

The Case Desk direction is to turn scattered professional work into a visible, reviewable workflow for professional judgement.