Overview
This article provides a detailed overview of how to utilise the "Summarise Case Files" feature within the Litigation module to quickly understand complex legal documents using AI.
Context
In the fast-paced legal environment, staying on top of every case detail can be challenging and time-consuming. Our Litigation Management Tool, powered by AI, offers a "Summarise Case Files" feature to streamline this process. This functionality allows you to quickly upload and obtain a simplified summary of complex legal documents, saving time and enhancing comprehension.
How to Summarise Case Files
The "Summarise Case Files" feature simplifies the process of understanding complex legal documents by providing an AI-powered comprehensive overview. Follow these steps to generate a summary for your document:
Navigate to My Cases: From your dashboard, navigate to the "My Cases" section.
2. Select or Search for the Relevant Case: Choose the specific case you wish to work on from the list, or use the search bar to find the relevant case.
3. Access the Case Details Page: Clicking on the case will take you to its dedicated Case Details Page.
4. Initiate Ask AI: On the Case Dashboard, locate the "Ask AI" button under the action keys on the right side of the screen.
5. Generate Document Summary: Clicking "Ask AI" will present you with four options. Select "Summarise Case Files".
6. Select the Document to Summarise: After selecting "Summarise Case Files", you will be prompted to choose the document you wish to summarise from the case files.
7. View the Generated Summary: Upon selecting the document, the AI will process it and display a summary from a legal perspective directly on your screen.
Understanding Your AI-Generated Document Summary
The AI-generated document summary provides a structured and detailed overview, extracting crucial information from the chosen legal document. While the specific sections will vary based on the document type, you can expect a concise summary highlighting:
Key Facts: Important factual information relevant to the document's content.
Legal Arguments: Summaries of legal points, claims, or defenses presented.
Parties Involved: Identification of relevant parties mentioned in the document.
Context: The central legal or factual issues addressed in the document.
Relevant Dates: Any significant dates mentioned within the document.
Additional Features on the Document Summary
Once your document summary is generated, you will notice two additional helpful buttons on the top right part of the summary panel: Regenerate Summary and Download.
Regenerate Summary: The "Regenerate Summary" button allows you to re-run the AI summary generation process for the selected document. This is useful if you believe the initial summary missed a crucial detail or if the document itself has been updated.
2. Download: The "Download" button enables you to export the entire AI-generated summary for offline access or sharing. This feature is sharing concise document insights with colleagues or clients who may not have direct access to the platform. The summary is downloaded as a PDF document.
Key Benefits for Legal Teams
Save Time, Stay Updated: No need to sift through lengthy legal documents. Get a complete understanding in minutes.
Boost Accuracy & Clarity: AI extracts relevant information precisely, reducing chances of human error in interpretation.
Improve Client Communication: Use summaries to keep clients informed with clear, digestible updates derived from complex documents.
Strengthen Case Strategy: Quickly grasp the essence of affidavits, petitions, or orders to build a proactive approach.
Enhance Collaboration: Team members, regardless of role or access level, can view the same summary for seamless coordination.
With Summarise Case Files, you're not just reading your legal documents—you’re understanding them smarter and faster. Whether you’re preparing for court or reviewing your legal pipeline, let AI do the heavy lifting, so you can focus on outcomes.