Important Notes
Case Analysis is currently in beta
Results should be reviewed carefully before relying on them
The AI is designed to assist, not replace, legal judgment
Where to Find Case Analysis
Select a case from the Viewing Case dropdown
Navigate to Case Overview
Click the Analysis tab
Running a Case Analysis
To generate an analysis:
Click Run Analysis
The system will begin processing your case data and documents
You will see a progress bar indicating:
Indexing
Timeline creation
Damages evaluation
Party identification
Evidence review
Case assessment
⏱️ Processing time: Analysis may take up to 10 minutes depending on the size of your case.
How It Works
The AI reviews all available case information, including:
Uploaded documents
Case summary data
Timeline events
Damages
Parties involved
It then organizes and analyzes this information into structured insights.
💡 The more complete your case data and files, the more accurate and valuable the analysis will be.
Case Assessment
The Case Assessment provides a high level overview of your case, including:
Liability evaluation
Damages evaluation
Estimated settlement range
You will also see:
Top risks that may impact the case
Key strengths that support your claim
Recommended next steps to improve outcomes
This section helps guide your case strategy and decision making.
Detailed Findings
The Detailed Findings section breaks your case down into actionable insights across multiple categories:
Strengths
Highlights the strongest aspects of your case, such as:
Supporting medical evidence
Consistent treatment timelines
Clear causation indicators
Each strength includes recommendations to further reinforce your position.
Weaknesses
Identifies potential risks or challenges, including:
Gaps in documentation
Pre existing conditions
Inconsistencies in records
Each issue includes guidance on how to address or mitigate the risk.
Causation
Analyzes how clearly the injury is connected to the incident.
This section identifies:
Gaps in causation
Conflicting medical opinions
Areas requiring additional support
Settlement
Provides insights into your settlement position, including:
Negotiation leverage
Supporting evidence strength
Potential valuation challenges
Includes recommendations to strengthen your demand package.
Insurance
Highlights any missing or unclear insurance information, such as:
Unknown carriers
Missing policy limits
Coverage gaps
Subrogation
Identifies potential liens or reimbursement claims from:
Health insurers
Government programs
Other payers
Liens
Surfaces possible lien holders and outstanding balances that may impact settlement.
Data Quality
Evaluates the completeness and reliability of your case data.
Flags:
Missing documents
Incomplete records
Inconsistencies
Recommendations
Throughout the analysis, the AI provides specific, actionable recommendations such as:
Documents to obtain
Records to verify
Strategy adjustments
Next steps to strengthen the case
These recommendations are designed to help you improve case quality and maximize outcomes.
Best Practices
To get the most accurate analysis:
Upload all available case documents before running analysis
Use AI Smart Upload to auto populate case data
Review and complete missing fields in the Matter Registry
Ensure timeline, damages, and parties are accurate
Why Case Analysis Matters
Case Analysis transforms your case data into strategic insight.
It allows you to:
Evaluate case strength early
Identify risks before they become problems
Build stronger demand packages
Make more informed legal decisions
When to Run Case Analysis
You want to position this as intentional, repeatable moments, not a one-time action.
Here’s how I’d frame it in your Help Center:
When Should I Run Case Analysis?
For best results, Case Analysis should be run at key stages throughout the lifecycle of your case.
1. After Initial Case Setup (Recommended First Run)
Run analysis after:
Uploading intake forms using AI Smart Upload
Adding initial client, insurance, and incident details
Uploading key documents
This gives you an early understanding of:
Case strengths and risks
Missing information
Immediate next steps
💡 Think of this as your early case strategy snapshot
2. After Major Document Uploads
Run analysis again after adding:
Medical records
Bills and EOBs
Police reports
Expert reports
As new information is added, the AI updates:
Timeline
Damages
Causation
Settlement positioning
💡 More data = more accurate insights
3. Before Drafting a Demand Letter
Run analysis before generating a demand to:
Identify gaps in documentation
Strengthen causation arguments
Validate damages and valuation
Surface risks that could impact negotiation
💡 This helps you build a stronger, more defensible demand
4. Before Negotiation or Settlement Discussions
Use analysis to:
Evaluate settlement range
Understand leverage
Prepare for insurer pushback
💡 This is your negotiation prep tool
5. After Case Updates or Changes
Re run analysis when:
New injuries or treatments are added
Liability changes
New parties are introduced
Additional damages are discovered
💡 Keep your analysis aligned with the current state of the case
Key Takeaway
Case Analysis is not a one time report.
It should be used as a living tool that evolves with your case and supports decision making at every stage.