The AI Agent is your built-in assistant for generating high-quality legal documents. Available in both the Medical Chronology and Demand Letter tools, the AI Agent offers a conversational experience that allows you to collaborate in real time as you shape and refine your document.
Rather than writing everything from scratch or adjusting settings alone, you can work directly with the AI to guide the structure, tone, and content of your output.
Where to Find the AI Agent
The AI Agent is located in the left pane of both the Medical Chronology and Demand Letter pages. Just click the “AI Agent” tab to open the conversation window.
You can use the agent at any point during document generation—before, during, or after you've configured your Workspace settings.
Ideal Use Cases
The AI Agent is designed to help you:
🧠 Strategize Your Document
Ask the AI for advice on how to frame a demand
Get help deciding which parts of a medical history to emphasize
Request guidance on common structures or tone for similar cases
✍️ Generate or Refine Specific Sections
Have the AI draft key portions of the document based on your instructions
Refine or rewrite language for clarity, professionalism, or emphasis
Expand on a treatment entry or make a demand statement more persuasive
📌 Clarify Legal and Medical Concepts
Ask for definitions or summaries of medical terminology found in your documents
Get explanations of legal precedents or case strategies referenced in your workspace
📄 Make Live Edits to Your Draft
Ask the AI to rephrase parts of the current document
Insert new ideas or paragraphs by prompting the AI directly
Generate summary sections based on your uploaded documents
A Collaborative Workflow
Unlike traditional document editors, the AI Agent works with your Workspace configuration and case data. It understands:
The documents you've selected
The template you're using
The type of case and jurisdictional context
This allows the AI to produce more accurate, relevant, and usable content with minimal back-and-forth.
Summary
The AI Agent is more than a chatbot—it's a collaborative writing partner. Whether you're building a demand letter or medical chronology, it helps you think through your case, draft more efficiently, and generate content with confidence.
Want to see how the AI Agent fits into your document workflow?
👉 Start by opening the AI Agent tab in any Demand Letter or Medical Chronology workspace.
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!