Where to Find Case File Summaries
Select a case from the Viewing Case dropdown menu.
Scroll to the Case Navigation section.
Click Case Files.
Ways to Generate Summaries
During Upload
When uploading a new case file, check the AI Summary option.
The file will be automatically queued for summary generation after upload.
For Existing Case Files
You can summarize case files already in the system using either of these methods:
1. Summarize Button
Click the summarize icon next to the file name (beside the Actions (…) button).
2. Web Viewer Tab
Open the file in the web viewer.
Go to the AI Summary tab.
Click to generate a summary directly within the viewer.
Working in the AI Summary Tab
When viewing a summarized document:
Live Edit – Make changes to the AI-generated summary directly in the editor.
Toggle Views – Switch between the Original Document and AI Summary using the top-right toggle.
Layout & Insert Tools – Within the AI Summary tab, you can:
Change the layout
Insert breaks, tables, and images into the summary
Download & Save – Export the edited summary to your device or save it within the case file for future reference.
Download & Share
AI-generated summaries are now easier to share.
Once a summary is generated, you can download it as a Word document (.DOCX) or PDF
This allows you to easily share summaries with clients, team members, or external parties outside the platform
You can also continue to save summaries within the case for internal use.
Summary Storage
Generated summaries are saved alongside the case file.
You can return to them anytime to quickly extract insights and key points without re-reading the entire document.
Summary
Case File Summaries streamline document review by turning lengthy files into clear, actionable insights. With the ability to edit, save, and now download summaries as Word or PDF files, sharing and collaborating on case information is faster and more efficient than ever.
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