Where to Find Case Overview
Select a case from the Viewing Case dropdown menu
In the Case Navigation section, click Case Overview
The Case Overview page will also load automatically when creating a new case.
Top Case Status Bar
At the top of the page, you will see key case metrics:
Case status (Open or Closed)
Statute of Limitations (if set)
Last updated date
Demand amount
Days active
Total case files
These values update automatically as your case evolves.
Case Workspace Tabs
The Case Overview now includes multiple tabs that allow you to manage and analyze your case in different ways:
Matter Registry
The Matter Registry is your primary case data view.
This includes:
Client information
Case details
Litigation details
Court and matter information
Opposing party
This data powers all AI tools, including document generation, analysis, and reporting.
Financial Ledger
Tracks all financial activity related to the case, including:
Time entries
Expense tracking
Invoice generation
Tasks
Displays all case related tasks and deadlines.
Tasks may also appear in your calendar and critical timeline.
Case Analysis
The Case Analysis tab uses AI to evaluate your case based on the data and documents provided.
It helps you:
Estimate a potential settlement range
Identify strengths in your case
Highlight risks or weaknesses
Recommend next steps
The accuracy of this analysis improves as more data and documents are added to the case.
SEE CASE ANALYSIS ARTICLE FOR MORE INFORMATION
Timeline
The Timeline tab organizes key events in chronological order.
This may include:
Incident details
Medical treatment dates
Case milestones
Litigation events
If duplicate or similar timeline entries exist, you can merge them and choose which data to retain.
Damages
The Damages tab allows you to track and structure all damages related to the case.
This may include:
Medical expenses
Lost wages
General damages
Other case related losses
If duplicate or overlapping entries exist, you can merge them and select the correct data to keep.
Parties
The Parties tab provides a structured view of all individuals and entities involved in the case.
This includes:
Plaintiffs
Defendants
Insurance carriers
Medical providers
Other related parties
You can manage, update, and merge duplicate party entries as needed.
Patches
The Patches tab acts as a recovery and audit layer for your case data.
Any deleted timeline, damages, or party entries are stored here
You can restore deleted items by selecting Revert
This ensures no critical case data is permanently lost.
Left Panel: Case Data Sections
Within the Matter Registry, the left panel contains structured case sections such as:
Client
Case Details
Custom Tabs
Litigation
Court & Matter
Opposing Party
Click the edit icon next to any section to update information.
Customizing Case Overview Tabs
Your firm can create custom tabs and data fields that appear in the Case Overview.
To customize:
Go to Settings
Select Blocks & Fields
Add a new block
Add custom fields within that block
Custom blocks appear as additional tabs within the Case Overview.
This allows your firm to standardize workflows and collect firm specific data.
Organization accounts are limited to 20 blocks, and each block may contain up to 50 unique fields.
Quick Actions Panel
Located on the right side of the page, the Quick Actions panel provides immediate access to core tools:
AI Smart Upload – Auto Fill Case Data
Time Entry
Expense Entry
Upload to File Storage
Generate Invoice
All actions are automatically tied to the active case.
AI Smart Upload – Auto Fill Case Data
Upload intake forms and documents to automatically populate case data.
All uploaded files are saved directly to your Case Files.
The AI extracts and fills in:
Client details
Case information
Insurance data
Additional relevant fields
This is the recommended method for building out a case efficiently and ensuring your case data and supporting documents remain centralized and organized.
Critical Timeline
The Critical Timeline section highlights upcoming deadlines and tasks associated with the case.
This integrates with your AI Calendar and task tracking system to reduce missed deadlines.
Firm Personnel
The Firm Personnel card displays all team members assigned to the case.
You can:
Assign users
Remove users
Manage access visibility
Assigning personnel ensures proper accountability and internal coordination.
Insurance Section
The Insurance panel allows you to:
Add insurance policies
Track carrier information
Store policy details
This data supports demand drafting and case evaluation.
Liens
The Liens section allows you to track:
Lien holders
Recovery agencies
Key lien dates
Status updates
This ensures lien resolution is documented and visible throughout the lifecycle of the case.
Financial Ledger
The Financial Ledger tab centralizes:
Time entries
Expense tracking
Invoice generation
This supports transparent billing and internal cost tracking.
Why Case Overview Matters
The Case Overview is more than a summary page. It is your case intelligence system.
Accurate data within this page improves:
AI powered legal analysis
Structured case development
Financial tracking
Deadline management
Data recovery and audit control
The more complete your case data, the more powerful and accurate your results will be.
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