Case Summary Getting Started

Case Summary in Law Practice AI creates well-structured summaries from your legal documents. It extracts critical details, organizes events chronologically, and helps your team prepare cases faster. Case Summary saves hours of manual review and improves accuracy across your workflow.

1. What Case Summary Produces

Structured case summaries from uploaded files
Chronology of events for easy reference
Highlights of important details, bills, and records
Exportable summaries for demands, litigation, or internal review

2. Prep Checklist

Before generating a case summary, ensure your files meet these guidelines:

Supported file types: PDF, DOCX, DOC, TXT, images (scanned docs)
Organize files by type: Provider notes, medical records, bills, or other evidence
Check file quality: Ensure scans are clear and readable
Remove duplicates: Only include necessary documents to avoid confusion

Following this checklist reduces errors and improves AI accuracy.

3. Step-by-Step First Run

Navigate to Case Summary from your dashboard
Click New Case Summary
Upload prepared files using drag-and-drop or file browser
Confirm file selection and click Generate Summary
Monitor generation progress via progress bar
Once completed, view summary and chronology

4. Review Checklist

After generation, review the summary carefully:

Ensure all documents were included
Verify chronology is correct and complete
Check that important details are highlighted
Confirm export formats (PDF, DOCX, or internal copy)
Flag any missing or inaccurate information for correction

5. Links to Deeper Articles

Demands Getting Started – How to generate evidence-backed letters
Document Collector Guide – Request and organize client documents
Litigation Support Overview – Strengthen trial preparation with AI
Intake AI Guide – Capture new leads efficiently

Final Tip