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Case Summary
New AI-powered Case Summary is designed to streamline your firm’s workflow by providing a concise, AI-generated summary of each case. No more digging through messages, checklists, and feedback to figure out the case status. Instead, this capability brings the most critical information directly to firms.
Space is limited for early testing - fill out the form on this page to reserve your spot.
The AI Case Summary compiles key information from the following case data sources:
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Message Threads
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Checklist Items
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Net Promoter Score (NPS) and Feedback
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Appointments/Treatment Logs
AI-powered Case Summary joins other AI capabilities including Recommended Response, Real-time Translation, and stage descriptions. Case Summary will allow anyone on the law firm team to quick get an idea of what is going on in a case without the time consuming effort of digging into the long lists of documents, appointments and messages.