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Main Portal
How can I add new organization members
On the Organization page, at the top right-hand part of the page click on the Add Member button. Enter the email address of the member you would like and the access level they will be assigned and then click add.
Demands
Can I download a copy of my demands list
Yes, you can! You can download a copy of your demands by clicking on 'Export to Excel' on the Demands AI dashboard to download your purchase history in Excel format (.xslx).
Main Portal
Can I download a copy of my invoice
Yes, you can! you can download a copy of your invoice by clicking on 'Billing' on the sidebar to visit the Billing page. Select the purchase item and click on View PDF and select Download Invoice.
Main Portal
Can I download a copy of my purchase history
Yes, you can! you can download a copy of your purchase history by clicking on 'Billing' on the sidebar to visit the Billing page.
Demands
Can I export my generated demand
Yes, you can! On the Demands AI dashboard, select the demand you want to export. You can also find the demand using the search bar above.
Case Summary
Can I export my case summary
Yes, you can! On the AI Case Summary dashboard, select the document summary you want to export. You can also find the document by entering the client's name in the search bar above.
Main Portal
How can I change my profile picture
On the Practice AI dashboard, click 'Account' on the sidebar to visit the Account page. Under the Profile Picture section, click on 'Upload Photo'.
Case Summary
How can I view a case summary
On the AI Case Summary dashboard, select the document you want to view. You can also find the document by entering the client's name in the search bar above. Then, click on 'View Summary'.
Main Portal
How can I view my billing information
On the Practice AI dashboard, you can view your billing information by clicking on 'Billing' on the sidebar to visit the Billing page.
Main Portal
How do I add my payment method
On the Practice AI dashboard, you can add your payment method by clicking on 'Billing' on the sidebar to visit the Billing page.
Demands
How can I view my demand
On the Demands AI dashboard, select the demand you want to view. You can also find the demand by using the search bar above. There, you can view the details of your demand, including its status and timeline!
Main Portal
How do I manage my organization
On the Practice AI dashboard, you can view your organization by clicking on 'Organization' on the sidebar to visit the Organization page.
Main Portal
How many organizations can I join
You can only join one organization at a time. To join a new organization, click 'Account' on the sidebar to visit the Account page and click Leave Organization.
Main Portal
How can I manage my account information
On the Practice AI dashboard, click 'Account' on the sidebar to visit the Account page. Under the Personal Information section, you can change the details of your name and contact information.
Demands
How to access Demands AI
Log in using the email and password you used to sign up. On the Practice AI modules page, click on 'Go to Portal' under Demands AI.
Case Summary
How to access the AI Case Summary
Log in using the email and password you used to sign up. On the Practice AI modules page, click on 'Go to Portal' under AI Case Summary.
Demands
How to customize my demand template
On the Demands AI dashboard, click on 'Template Editor'. There you can customize your demand template. You can customize your document's font, and header, as well as organize the sections of the demand.
Case Summary
How to generate a case summary
In the AI Case Summary dashboard, click on 'Generate New Summary'. Enter your client's name and upload your documents. For now, you can upload up to three documents for summarization.
Main Portal
How to remove my payment method
On the Practice AI dashboard, you remove your payment method by clicking on 'Billing' on the sidebar to visit the Billing page.
