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AI Paralegal

The AI Paralegal is a fully integrated legal assistant that serves as a central hub for case creation, document generation, and case management. It connects to your cases, files, and calendar to deliver faster, more accurate workflows.

Updated over 2 weeks ago

Where to Find the AI Paralegal

  1. Log in to ProPlaintiff.ai.

  2. Open the main navigation panel on the left side of the screen.

  3. Select AI Paralegal.

The AI Paralegal workspace will open in the center of your screen, displaying:

  • A prompt input field

  • File upload options

  • Quick action tools

  • Suggested workflows

What’s New

The AI Paralegal has been completely rebuilt to function as a full case operations hub.

It now has access to:

  • Case files

  • Case data and fields

  • Documents

  • Calendar and events

This allows the AI to take action and generate outputs based on the actual state of your case, not just what is typed into the prompt.

What You Can Do

Create a Case

You can create a new case directly from the AI Paralegal.

Example:


“Create a new case for John Smith motor vehicle accident”

The AI will:

  • Create the case

  • Set it up in your system

  • Allow you to continue building it without leaving the chat

You can also use @mentions to assign team members during creation.

Generate Legal Documents

The AI Paralegal can generate documents using real case data and uploaded files.

Common examples include:

  • Demand letters

  • Medical chronologies

  • Pleadings

  • Motions

  • Subpoenas

Because the AI is connected to your case, it automatically pulls in relevant documents, facts, and details.

Upload Files Directly to a Case

Files uploaded through the AI Paralegal are automatically tied to your case.

This allows you to:

  • Add documents without navigating away

  • Immediately use those documents for drafting or analysis

  • Build your case while working in chat

Work in Full Case Context

The AI Paralegal understands your case environment.

It can:

  • Answer questions based on case data

  • Reference uploaded documents

  • Use prior work product

  • Incorporate timeline, damages, and parties data

This eliminates the need to repeatedly explain or re upload information.

Medical Chronology Generation

Medical chronologies have been redesigned using a structured three step process:

  1. Extraction
    Pulls raw clinical data from documents

  2. Abstraction
    Builds a clear, chronological medical narrative

  3. Refinement
    Improves clarity, accuracy, and readability

This results in:

  • Cleaner outputs

  • More reliable timelines

  • Fewer revision cycles

Demand Letter Generation

Demand letters now follow an improved generation process similar to medical chronologies.

Enhancements include:

  • Stronger first drafts

  • More consistent formatting

  • Better use of supporting documents

  • Improved narrative flow

You can generate a demand letter directly from chat or through guided steps, including:

  • Selecting a template

  • Setting a demand amount

  • Choosing which documents to include

Referencing a Case Using the @ Symbol

Use the @ symbol to reference a case directly in your prompt.

Example:


“Draft a demand letter for @Silvas”

This automatically pulls in:

  • Case details

  • Uploaded documents

  • Relevant context

No need to manually attach or restate information.

Uploading Files and Photos

You can upload:

  • PDF, DOC, DOCX files

  • Images such as JPG and PNG

The AI can:

  • Summarize documents

  • Extract key data

  • Analyze images

  • Incorporate findings into drafts

Quick Action Tools

Quick actions provide fast access to common tasks.

Examples include:

  • Draft Lien Reduction Letter

  • Create Interrogatories

  • Find Case Law

  • Create a Motion

  • Create a Subpoena

  • Draft a Mediation Letter

  • Draft a Pleading

  • Letter of Representation

  • Motion for Summary Judgment

Selecting a quick action automatically generates a structured prompt.

Submitting a Request

  1. Enter your request in the prompt field

  2. Reference a case using @ if needed

  3. Upload any relevant files

  4. Click Send

You can continue refining results through follow up prompts.

Best Practices

  • Use @mentions to ensure the AI is working within the correct case

  • Upload key documents early for better outputs

  • Be specific with requests

  • Review and edit all generated content before use

  • Use AI generated drafts as a starting point, not a final product

Summary

The AI Paralegal is no longer just a drafting tool. It is a fully integrated case assistant that allows you to create cases, upload documents, generate legal work product, and manage workflows all in one place.

By combining real case data with intelligent automation, it significantly reduces manual work and improves consistency across your practice.

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!

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