Full App Walk-Through
Full Walk-Through Transcript
Full Walk-Through Transcript
Welcome to ProPlaintiff, an AI-powered case management and document drafting platform designed specifically for personal injury attorneys. This tutorial introduces you to its core tools, from interacting with the AI paralegal, TIFF, to drafting your first demand letter. On the left side of the interface, you’ll find the main navigation menu, which is organized into several key sections. At the top, you can select the case you’re working on using a dropdown menu and track billable hours with the built-in time tracker, which automatically logs entries into the case’s financial ledger.
A central feature of the platform is the AI paralegal, TIFF, which acts as your assistant for legal research, drafting, and case support. Through a simple chat interface, TIFF can pull insights from case files, assign tasks, add calendar events, and generate documents on demand—all from a single prompt. The cases section allows you to manage all active and archived matters, create new cases, monitor progress, and access everything tied to a specific file.
The templates feature helps standardize document drafting across your firm by using customizable prompts, dynamic fields, and signatures powered by agentic AI. You can even convert existing documents into reusable templates using the template mirroring feature. The calendar keeps all case-related deadlines and events in one place, allowing you to assign tasks, attach files, create recurring events, and even integrate with external calendars like Outlook. TIFF can also assist with identifying urgent tasks and organizing schedules using @mentions.
ProPlaintiff also includes a fully integrated email system, enabling you to compose messages, search case-specific communications, and manage correspondence without leaving the platform. The contacts section provides a centralized directory of everyone with your cases, including clients, opposing counsel, and medical providers.
Within each case, you’ll find a dedicated workspace that includes the case overview, case files, demand letters, and medical chronology. The overview dashboard gives you a snapshot of case progress, while threads store all past conversations with TIFF, allowing you to resume work at any time. You can organize these conversations into folders for better structure, such as separating research from client communications.
Additional tools include a quick access menu for toggling dark mode, accessing support resources, or inviting team members, and a settings panel where you can manage your organization, update information, configure defaults, review subscriptions, and connect third-party apps. Altogether, ProPlaintiff provides a comprehensive, streamlined environment for managing cases and legal workflows.
When you log in to ProPlaintiff.ai, you’ll land on the Main Dashboard, your central hub for case management, document drafting, and AI-powered workflow tools. Let’s take a tour of what’s on this screen and how each section helps you stay organized and efficient.
Understanding the Four Navigation Sections
The Navigation Bar in ProPlaintiff.ai is divided into four primary sections: Viewing Case, Main Navigation, Case Navigation, and Threads. Each section serves a distinct purpose in helping you manage, build, and track your cases efficiently.
1. Viewing Case
This is located at the very top of the Navigation Bar.
Use the Viewing Case dropdown to select or switch between cases.
Beneath it, you’ll find the Time Tracker, which allows you to start and stop timers to track case-related work.
Tracked time can also be reviewed under Case Overview to support billing and cost recovery.
💡 Tip: Logging time here ensures all your work is accurately reflected when generating Case Cost reports or invoices.
2. Main Navigation
The Main Navigation section provides quick access to core tools and global features across your workspace:
AI Paralegal – Collaborate with your AI assistant to research, summarize, or draft case materials.
Cases – View, create, and manage your existing cases.
Templates – Create or customize templates for demand letters and medical chronologies.
💡 This section is always available, no matter which case you’re working on.
3. Case Navigation
Once a case is selected, additional options become available in Case Navigation, giving you tools specific to that active case:
Case Overview – See an at-a-glance summary of your case, costs, and tracked time.
Case Files – Upload, organize, and manage all supporting documents.
Demand Letter – Generate professional demand letters using your chosen templates.
Medical Chronology – Build detailed medical timelines using uploaded case files.
Tasks – Manage and track ongoing case-related to-dos.
4. Threads
Threads in ProPlaintiff.ai work very similarly to chats in other popular AI tools, but they’re tailored specifically for legal workflows. Threads allow you to start a conversation with the AI, revisit it later, and continue right where you left off. Whether you’re brainstorming a demand letter, refining a case narrative, or exploring legal strategies, Threads keep your work organized and easy to access.
Account Settings (Top Right)
Click the profile icon in the top-right corner of the screen to access:
Account Settings
Invite users to your organization
Help Center
Next Steps:
Use the AI Paralegal to start discussing and building a case.
If you don't yet have a case, follow the Creating a Case article to get started.
Once your case is active, explore the Case Navigation tools to manage Case Files, draft letters, and more.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!