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Creating Cases

Organize your work by creating cases for each client matter.

Creating a New Case​

  1. Click Cases in the main navigation
  2. Click the New Case button
  3. Enter the case details:
    • Case Name - A descriptive name (e.g., "People v. Smith")
    • Case Number - Your internal case number or docket number
    • Description - Brief summary of the matter
  4. Click Create Case

Case Information​

Each case includes:

  • Conversations - All chats linked to this case
  • Documents - Files uploaded for this case
  • Notes - Your case notes and memos

Querying Your Case​

Ask questions across your case as our AI has context and understanding of all the documents and chats associated with a case.

From within a case, you can ask questions like:

  • "What are the key facts in this matter?"
  • "Summarize the evidence we have so far"
  • "What did we discuss about the witness testimony?"

The AI draws from all uploaded documents and previous conversations linked to the case, giving you comprehensive answers without needing to search through files manually.

Creating Cases with Agent Mode​

You can also create cases directly from the chat by switching to Agent mode:

  1. Toggle to Agent in the chat input
  2. Type something like: "Create a case called People v. Smith with case number 2024-CR-1234"
  3. The agent will create the case and confirm the details

This is especially useful for compound tasks like "Create a case called People v. Smith and link this conversation to it." See Agent Mode for more.

Quick Actions​

From the case list, you can:

  • Open a case to view details
  • Edit case information
  • Archive completed cases