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Creating Cases

Organize your work by creating cases for each client matter.

Creating a New Case​

From the Cases Page​

  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

From Chat​

Ask Second Seat to create a case directly in any conversation:

  • "Create a case called People v. Smith with case number 2024-CR-1234"
  • "Create a case called People v. Jones and link this conversation to it"

This is especially useful for compound tasks — creating a case and linking it in one request.

Case Information​

Each case includes:

  • Conversations — all chats linked to this case
  • Documents — files uploaded for this case
  • Case Knowledge — accumulated facts, charges, timeline, legal theories, and research findings (built automatically from linked conversations)

Querying Your Case​

When a conversation is linked to a case, Second Seat has context from all previous conversations and documents associated with that case. You can ask:

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

The more conversations you link to a case, the more context Second Seat has to work with.

Linking Conversations to Cases​

On the new chat screen, your recent active cases appear as chips — tap one to link the new conversation before you start typing. You can also:

  • Use the Attach to case button in the chat input
  • Ask: "Link this conversation to the Smith case"

Quick Actions​

From the case list, you can:

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