Where to Find It
Select a case from the Viewing Case dropdown menu.
Scroll to the Case Navigation section.
Click Case Files.
How to Upload Files
Select Upload Files at the top right of the Case Files page.
This opens the Upload Files window, where you can review selected files, assign folders, and choose whether to process summaries with AI.
Upload Methods
Drag and Drop
Drag files from your computer directly into the upload window.
Browse from Your Device
Select Browse Files to choose documents, images, or media from your computer.
Upload from Cloud Services
Upload directly from:
Google Drive
Microsoft OneDrive
Dropbox
Organizing Files Before Uploading
Assign each file to a folder using the dropdown next to the filename.
System Default folders include:
Intake Forms
Medical Treatments
Uncategorized
You can create additional folders in the Case Files page to support your preferred structure. See Default Folders article for more information on how to customize your File Folders.
AI Summary Processing
You may enable or disable AI Summary before uploading each file.
When AI Summary is enabled:
The system automatically generates a summary of the document after it uploads.
When AI Summary is disabled:
The file uploads normally without generating a summary.
Important: Media files such as audio or video are only transcribed when AI Summary is enabled. If AI Summary is disabled, media uploads without transcription.
The Upload Files window shows which files have AI Summary toggled on.
The Upload Files window shows:
File Size Limits
Documents, images, and audio files support uploads up to 512 MB.
Video files support uploads up to 10 GB.
Support for larger files will expand in a future update.
What Indexing Means
Uploaded files are automatically indexed in the background so the AI Paralegal can reference them during:
Legal research
Demand letter creation
Medical chronology generation
Case analysis
Indexing does not interrupt your workflow, and the AI can reference files while indexing is still in progress.
After Uploading
Once the upload is complete:
Files appear immediately in the Case Files table.
You can move files between folders, rename them, or delete them.
If AI Summary was not enabled during upload, you may generate a summary later from the Case File Viewer.
Indexed files become available for use across all AI powered tools in the case.
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!