The AI workspace for your case studies

The AI workspace for your case studies

You know you have a case study that would close this deal. The client was in the same industry, faced the same challenge, got the same result. But the case study is a PDF in a shared drive, or a page on your website you can't find, or a slide in an old deck. When the prospect asks "have you done this before" the answer is yes, but producing the evidence takes longer than it should. So you wing it, describe the work from memory, and miss the specific numbers that would have made it convincing.

Case studies are your strongest proof points, and they're some of the hardest content to find at the moment you need them. Fabric makes every case study searchable by industry, outcome, challenge, and approach, so the right story is always at hand.

Search by industry, outcome, or challenge

AI search reads inside every case study PDF, presentation, and document. "Case studies in healthcare" finds them. "Every project where we improved conversion rates" finds the relevant ones. "Work we did for SaaS companies with under 50 employees" finds the match. The search works by meaning, so it finds the right case study even when you don't remember the client name or the exact title.

The AI assistant goes further. Ask "which case study best matches this prospect's situation" and describe the prospect. The assistant searches your library and surfaces the most relevant stories. Ask "what results have we achieved for e-commerce clients" and get a synthesis across every relevant project.

Build new case studies from project materials

The raw materials for case studies already exist in your workspace: the deliverables, the client feedback, the meeting transcripts where results were discussed, the proposal that defined the approach. The AI can draft a case study from these materials, pulling the challenge from the original brief, the approach from the project documentation, and the results from the review meeting transcript.

Write and refine case studies in notes and docs with the source materials searchable alongside.

Share with tracking

Publish case studies with password protection and link analytics. Send the prospect a specific case study and see when they open it, how long they spend, and whether they share it internally. Create named tracking links per prospect.

Annotate with outcomes and context

Annotations let you add notes: "client approved for external sharing," "NDA, internal use only," "update metrics with Q4 results," "prospect loved this in the pitch." The annotations are searchable, so "every case study approved for sharing" or "case studies that landed well in pitches" produces the right set.

Connected to the sales process

Case studies live alongside proposals, pitch decks, and deal materials. When preparing for a pitch, search for relevant case studies in the same library as your proposals and competitive research. The right proof point, the right proposal structure, and the right competitive positioning are all findable in the same search.

Who uses Fabric for case studies

Agency owners and agencies managing proof points across clients. Sales professionals pulling case studies into pitches. Consultants referencing past engagements. Freelancers building portfolios of work. Founders demonstrating product-market fit to investors.

For managing proposals, see proposals. For the full sales workflow, see sales collateral and client work and deliverables.

Get started

Make every case study findable at the moment you need it. Try Fabric free.

FAQs

Can I find the right case study by describing the prospect's situation?

Yes. The AI assistant searches your library by industry, challenge, and outcome to find the best match.

Can I search inside case study PDFs?

Yes. AI search reads inside every document and searches by meaning.

Can the AI draft a case study from project materials?

Yes. The assistant can pull the challenge, approach, and results from your project documentation and meeting transcripts.

Can I track when a prospect opens a shared case study?

Yes. Publish with link analytics and named tracking links.

Can I annotate with sharing permissions?

Yes. Annotations let you mark which case studies are approved for external sharing.

Can I search across case studies and proposals together?

Yes. Everything is searchable in the same library.

Are case studies organised automatically?

Yes. Smart organization tags by industry, outcome, and client.

Is my data secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models.