Overview
This article walks you through how to manually create a new case in Supio. If your firm uses an integration or connector, the experience may look slightly different — this guide is intended for manual file uploads.
Creating a case in Supio is a simple 3-step wizard:
Step 1: Enter case details and assign your case team
Step 2: Define the case stage, type, and outputs
Step 3: Upload your files
💡 Note: Cases created through an integration will follow a similar flow, but some fields (like case name and type) may be pulled in automatically from your connected system. |
Creating a New Case
Step 1: Case Details & Assign Case Team
To get started, click the Create a Case button in the top right corner of your Supio homepage. This will launch the case creation wizard.
On this first page, you will enter the following information:
Case Name: Case Name
Handling Attorney: Select the handling attorney for this matter.
Support Staff: Assign one or more team members who will work on this case. Assigned staff will receive notifications and can easily filter their homepage to see their active cases.
Case Management System / Connector: If using a connector, enter the external case ID here — the system will pull the case name and type automatically.
Once you have filled in the details, click Next in the bottom right corner to proceed.
Step 2: Define Case Stage and Case Type
In this step, Supio gathers more information about your case so it can surface the right features and outputs for you.
You will be asked to answer the following:
Has this case entered litigation? Indicate whether the case is currently in litigation. This helps Supio tailor relevant features to the stage of your case.
Case Type: Select the appropriate case type (e.g., Motor Vehicle Accident).
Request a Medical Chronology? Select Yes if your medical records are ready and you want Supio to generate a medical chronology. If you are expecting additional records in the next week or two, select No — you can always update this later.
Request a Human-Reviewed Demand Letter? If you are ready to request a human-reviewed demand letter, select Yes. This can also be added later by updating the case.
Case Notes: Use this field to leave notes for Supio’s operational team. For example, if this case involves a companion case (i.e., multiple plaintiffs from the same incident), note it here so the team can reference it when preparing the demand letter.
💡 Note: Important: Supio requires one case per patient. If you have multiple plaintiffs from the same incident, please create a separate case for each individual and upload only their records to that case. You may note companion cases in the Case Notes field. Medical chronologies are always kept separate per patient, though demand letters can be combined for companion cases upon request. |
As you make selections on the left, the Case Builder panel on the right will update in real time so you can always see a summary of what you’ve configured.
Once complete, click Next to proceed to file upload.
Step 3: Upload Your Files
On this final step, you will upload the documents for your case. You can do this by selecting files from your computer or dragging and dropping them directly into the upload area.
Supported File Types
Supio fully supports the following file types for document extraction and AI outputs:
PDF
Word Documents (.docx)
Audio/Video files: MP3, MP4, MPGA, WAV (via transcription feature)
You may also upload other file types such as Excel files, JPEGs, or emails, but please note these will not be included in Supio outputs. To include them in outputs, export them as a PDF before uploading.
File Size & Limits
The maximum per-upload is 2 GB. This means you can drop in up to 2 GB at one time, then add more files afterward.
This is a one-time upload capacity, not the total case capacity.
For very large files, consider using a zip file.
If any files are unsupported or exceed the limit, the system will flag them so you can remove or correct them before proceeding.
Completing the Upload
Once you have added your files, click Create a Case in the bottom right corner. File transfer will begin immediately.
A progress bar will appear within the case creation form. You no longer need to stay on the upload screen — you can navigate away and continue working in Supio while your files upload. Any upload failures will be shown in real time with options to retry.
A footer will appear on the case landing page showing active uploads. You can also return to this view at any time to check progress. It is also possible to upload multiple cases simultaneously.
💡 Note: Keep your browser tab open while uploading from your computer. You will be warned if you attempt to close the tab during an active upload to prevent interruptions. |
Updating a Case
You can update a case at any time after it has been created. Click the Update button at the top of your case page to access the update experience.
From the update screen, you can:
Upload additional files to the case (file upload is always visible at the top of the screen)
Update the Case Team or case details
Add a human-verified demand letter if not previously requested
Add or update demand letter details
Each section is collapsible, so you can focus on only what you need to update.
If you have questions or need any assistance, please reach out to your Customer Success Manager or contact us at support@supio.com