Case Management
One file per case, with all its material inside
Filings, drafts, transcribed calls, and memos are stored in the case file, along with its client, its jurisdiction, and its subject area. You can ask about that content and the answer cites the document and the page.
Where the material for a case sits today
Documents in Drive, the latest version in an email, the docket number in a notebook, and terms agreed on a call nobody transcribed. Pulling all of it together takes time every time someone picks the case back up.
Case file
Material enters the file as it is produced
The files you upload, the drafts in progress, the templates applied, the AI threads, the calls with their transcripts, and the research memos all stay in the case file, each with its date and its author. Nothing has to be moved afterward and there is no separate folder to maintain.
Caseload
The list of open cases
Cases group by area according to your firm’s taxonomy: litigation, corporate, labor, real estate, or others. Each one shows its client, how many documents it holds, and when it last moved, and you can filter by client or search by name.
Questions
Questions about the contents of the file
You ask for what you need, for example what opposing counsel argued about damages, without having to match the exact wording the document uses. The answer quotes the paragraph and links to its source: Answer to Complaint.pdf, page 7.
What this means for the team
One version
Partner, associate, and paralegal open the same document and the same thread on a case.
Sourced answers
Every AI answer links to the document and the page it came from.
Isolated content
What you upload stays in your account and is not used to train our AI models.
Who it’s for
- Firms with dozens of open cases and deadlines coming due
- Teams where the same case passes through several people
- In-house legal teams serving different parts of the business
Book a demo with a real case file
We load it with you and you ask whatever you want, to see where each answer comes from.