A Case Strategy Report built only from work your attorney approved

Who this is for

Attorneys and partners preparing a case for mediation, negotiation or trial, in personal injury and employment. The California employment claim deadlines guide covers the dates an employment report has to respect, and the report is on every plan (pricing).

What it is built from

It never reads the raw documents. It works from what your attorney has already reviewed, so every point traces back to an approved entry and its page.

• The approved case timeline, with events your staff added and events an attorney approved from later documents.
• The evidence inventory: every document in hand with its type and source, records requested and not yet received, and the missing records the approved analysis found.
• The case facts.
• Dollar figures only from an approved damages review.

What it contains

Paste the other side’s requests when you build the report, and it adds a chart of each request and your evidence for it, marked have, partial or missing.

• Key themes

  The few points the case turns on, each explained and cited.

• Claim-by-claim breakdown

  Each element of each claim rated Strong, Moderate or Weak, with the reason and the pages.

• Strengths, weaknesses and mitigation

  What helps, what hurts and how to answer it, each point with its pages. A weakness can be something the record lacks.

• Anticipated defenses

  Each defense with a rebuttal and the evidence to obtain.

• Damages schedule

  Only from an approved damages review. Without one, the section says “Damages review needed”.

• Exhibits and mediation

  The top exhibits by page and what each shows, and points to prepare for mediation.

A claim-by-claim breakdown, from the sample

Negligence against the other driver, as the sample Case Strategy Report breaks it down. The case is a sample; the words are the report’s own.

Read the whole sample report→

Checked in code before it is saved

Every draft goes through a check that runs in code, after the model and before anything is stored.

• The whole draft is refused if it forecasts a result (odds, a chance of success, a verdict or a settlement figure), states a dollar figure that is not in your approved damages review, or cites a statute, regulation or case that is not in the stored rules your damages basis rests on.
• Citations are repaired, and every repair is counted: a page that is not in the case is removed, a statement left with no page is dropped, and an element rated Strong or Moderate with no page becomes Weak and says so.
• A refused draft is not saved, the refusal is logged, and nothing is charged to your cases.

Versions, refresh and the attorney’s assessment

Each build is a new version. The model’s original text is kept beside any edits, and an approved or rejected version never changes.

When documents arrive after a version, the report says how many and offers Refresh. A refresh sends only what is new, returns only the changes, and says what changed.

A licensed attorney can write the attorney’s assessment in their own words, in a field of its own, printed with the report.

Approval and export

Any staff member can build or refresh a report. A licensed attorney approves or rejects it. Only an approved version can be exported, as PDF or Word with your firm’s name on the cover, stamped “Attorney work product. Prepared with AI assistance.” with the version and the approval date.

Building, refreshing and exporting a report never use one of your cases.