Generate Your First Case Summary: From Upload to Output

Creating your first case summary in Law Practice AI is easy when you follow a structured approach. This guide walks you through every step—from setting up your matter to generating your first AI-powered summary.

Step-by-Step Walkthrough

1. Create a New Case Summary

• Navigate to Case Summary on your dashboard.

• Click New Case Summary.

• Enter a working name for the case/matter.

• Use clear naming conventions to make it easy to locate later.

2. Name Your Matter

• Give your case a descriptive title (e.g., “Smith vs. Jones – Medical Records 2026”).

• Include provider or record type if helpful.

• Accurate names make summaries and exports easier to track.

3. Upload Documents

• Drag and drop files or browse to upload.

• Include all relevant documents: bills, records, provider notes.

• Check for clarity and remove duplicates.

• Use supported formats: PDF, DOCX, TXT, or images.

4. Generate the Summary

• After uploading, click Generate Summary.

• Watch the progress bar until completion.

• AI will extract key facts, organize events chronologically, and highlight critical details.

5. Review the Output

• Check that all documents are included.

• Verify chronology of events.

• Ensure key details (bills, medical notes, evidence) are captured.

• Compare output with original documents for accuracy.

6. Regenerate After Adding Missing Documents

• If any documents were missing or unclear, add them to the case.

• Click Regenerate Summary.

• AI will update the summary to include new or corrected information.

Time-Saving Tips

• Batch upload related documents instead of one-by-one.

• Name matters consistently for easier retrieval.

• Review AI output before sharing to catch any missing info.

• Use chronology view to quickly spot gaps.

What Good Output Looks Like

• Clear, structured summary of all case documents

• Accurate chronology of events

• Highlights of key evidence, bills, and records

• Export-ready for demands, litigation, or internal review

Following these guidelines ensures your first AI-generated case summary is accurate and actionable.