Where to Find Case Overview
Select a case from the Viewing Case dropdown menu.
Scroll to the Case Navigation section.
Click Case Overview.
The Case Overview window will load with metrics, summaries, and management tools.
Case Metrics
At the top of the page, several metric cards provide important case statistics:
Case Value
Days Active
Case Files
Case Cost
These values within the cards update automatically as you work on the case, upload documents, or generate AI outputs.
Case Cost: Tracking AI Usage and Billing Clients
The Case Cost card in the top right corner displays the total AI usage cost associated with that case. This feature helps your firm track how much computational work was performed and supports accurate client billing.
Case Cost Breakdown
The Case Cost Breakdown, available through the Quick Actions panel, provides a detailed, itemized report of all AI processing costs and time entries associated with the case. This breakdown is designed to help firms recoup subscription and usage costs by billing clients for both traditional time spent and AI generated work.
The downloadable statement presents all cost details in a clear and itemized format. According to the sample breakdown shown on page one of the attached cost statement PDF, the report includes the following information:
AI Processing Costs
This section lists every AI task completed for the case, including:
The date of the AI action
The task or category (for example, Summarize Document, Demand Letter, Medical Chronology and AI Paralegal)
The total cost for that specific action
A summary displays the total sessions and the total AI processing cost.
Time Entries
Time Entries appear as a separate section and show traditional billable work performed by members of your team. Each entry includes:
Date
Category work (Client Meeting, Document Review, etc.)
Duration in hours
Hourly rate
Total cost for the entry
The summary includes total entries, total hours, and total cost.
Grand Total
The right side of the report shows the combined cost of:
All AI processing costs
All time entries
This total reflects the full cost of legal work performed for that case and can be downloaded and used to support billing transparency, insurance reporting, or internal cost analysis.
Key Insights
The bottom of the report explains how these costs are calculated. As shown in the attached PDF:
AI processing costs represent the computational resources used for document analysis, research assistance, and automated case preparation.
Time entries are tracked with precise durations and hourly rates.
The combined report shows how legal work is divided between time based services and AI assisted tasks.
Case Summary
The Case Summary card is located in the center of the Case Overview page. It includes three tabs:
Client Information
Case Details
Insurance Information
You may switch between these tabs to review or edit details about the client, incident, coverage, and other essential information.
Quick Actions
The Quick Actions card is located to the right of the Case Summary. It provides direct access to:
Add Entry
Upload Document
Generate Demand Letter
Generate Medical Chronology
Case Cost Breakdown
Each tool is case-specific and automatically routes you to the correct workflow.
Time Entries
Time entries can be managed in two places:
1. Case Overview Page
The Time Entries card at the bottom of the Case Overview page displays:
All entries associated with the case
Duration and cost
Entry category
Team member responsible
This card updates automatically as you add new entries.
2. Tracker (Main Navigation)
Selecting Tracker from the main navigation opens the universal time tracking tool for your organization. Time entries added here will automatically appear within the associated case on the Case Overview page.
Case Attorneys
The Case Attorneys card is found below the Quick Actions panel. It lists all attorneys assigned to the case. Attorneys can be added or removed at any time to keep case management accurate.
For more information on how to use the tools within Quick Actions reference the following articles:
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