Parties are automatically generated using AI and can also be managed manually.
Where to Find Parties
Select a case from the Viewing Case dropdown
Navigate to Case Overview
Click the Parties tab
What the Parties Section Shows
At the top of the page, you will see:
Total number of parties identified in the case
Category filters to organize parties by type
A search bar to quickly locate specific individuals or entities
Common categories include:
Doctor
Clinic
Plaintiff
Insurance
Hospital
Specialist
Attorney
Pharmacy
Other
Party Entries
Each party entry includes:
Name of the individual or organization
Role or classification (e.g., Doctor, Insurance, Attorney)
Description or context (e.g., treating provider, billing entity)
Source document reference (if applicable)
Confidence indicator showing how certain the AI is about the classification
This allows you to quickly understand who is involved and their role in the case.
How Parties Are Created
Parties can be generated in two ways:
AI Generated Parties
When you:
Upload documents
Run Case Analysis
The AI automatically identifies and categorizes parties such as:
Medical providers
Facilities
Insurance carriers
Attorneys
Other entities mentioned in documents
Manual Party Entries
You can also add parties manually.
To add a party:
Click Add Party
Enter the required details
Save
This is useful for:
Missing individuals or entities
Clarifying roles
Adding internal or case specific contacts
Searching and Filtering
Use the search bar to find specific parties by name.
Use category filters to narrow results by type, such as:
Doctors only
Insurance providers
Attorneys
This helps you quickly navigate large or complex cases.
Merging Parties
If duplicate or similar parties exist, you can merge them.
To merge parties:
Select multiple entries
Click Merge
Choose which data to keep
This helps maintain a clean and accurate list of involved entities.
Why Parties Matter
The Parties section is essential for:
Understanding all stakeholders in a case
Organizing providers, insurers, and legal entities
Supporting case analysis and document generation
Ensuring accurate communication and case strategy
Best Practices
Upload documents early to allow AI to identify parties
Review party classifications for accuracy
Merge duplicate entries to avoid confusion
Add missing parties manually when needed
Keep roles and descriptions clear and consistent
Important Notes
Parties update as new documents and data are added
AI classifications should be reviewed for accuracy
Parties data is used across Case Analysis and other AI features