When the Case is New to Your Firm
But the History Isn’t
Turn incoming reports, photos, medical records, discovery, and other documents into an organized SmartAdvocate case file with SmartIntelligence™ AI Case Assembly.
Referred Cases Can Arrive With a Lot of History
When a firm receives a referred or transferred case, it may inherit months or years of reports, photographs, medical records, discovery, correspondence, and other documents all at once.
Before attorneys and staff can begin working the case, those materials need to be reviewed and organized. Important information must be identified, documents need to become part of the case file, and the existing history of the matter needs to be brought together in a useful way.
That initial setup can require substantial staff time, especially when the firm accepts a mature referred case with a high volume of existing documents. While referred and transferred cases are a common use case, AI Case Assembly can work with any set of incoming case documents, including materials received as part of a new intake.
Taking Over a Case Is Different From Starting One
A referred matter does not arrive as a blank case. It may come with an established medical history, prior correspondence, photographs, discovery, reports, and other materials created long before the new firm became involved.
Before the legal team can determine what needs to happen next, it first needs to understand what has already happened. That means bringing the history of the matter into SmartAdvocate in a way that makes the information organized, accessible, and useful to the attorneys and staff now responsible for the case.
AI Case Assembly is designed specifically to help with that transition, turning the materials received with the matter into the foundation of a working SmartAdvocate case file.
How SmartIntelligence AI Case Assembly Works
Available with SmartIntelligence Advanced, AI Case Assembly processes the materials received with a new or referred matter, including reports, photographs, medical records, discovery responses, and other relevant documents. It then:
- Extracts and organizes key factual and procedural data
- Populates appropriate SmartAdvocate fields
- Generates easy-to-read case summaries
Users can upload the incoming materials through Mass Documents Upload with AI, review the information AI Case Assembly creates, and then select Save and Approve.
The result is a well-structured case file without requiring staff to manually review and enter every piece of incoming information from scratch.
Organize the Documents That Come With the Case
An existing matter may arrive with a large number of documents in different formats and covering different parts of the case.
SmartIntelligence already includes features designed to help firms work with those documents. Our Document Filing & Classification feature, for example, can process scanned, imported, and manually attached documents, identify appropriate categories and subcategories, and generate useful descriptions.
AI Case Assembly applies that broader document-processing capability to the setup of a new or referred matter. The goal is not simply to store what the firm receives, but to help organize the information so attorneys and staff can begin working with it inside SmartAdvocate.
Generate an Initial View of the Case
Organizing documents is only part of taking over an existing matter. The legal team also needs to understand the case.
AI Case Assembly generates case summaries from the incoming materials, giving attorneys and staff an additional way to get oriented to the matter and the information already available. From there, other SmartIntelligence features can help the team work more deeply with particular areas of the case.
Medical Chronology Generation can process large volumes of medical records and create a searchable, treatment chronology while populating relevant information within SmartAdvocate. Later in the matter, Demand Letter Generation can analyze case data and documents to create a detailed draft demand package.
This allows information received at the beginning of the referral to become useful throughout the life of the case.
Built for Attorney and Staff Review
AI Case Assembly is designed to assist the professionals taking responsibility for the matter, not replace their review or judgment. Attorneys and staff can review the information processed by AI Case Assembly before selecting Save and Approve. They remain responsible for confirming important information, reviewing the underlying documents, evaluating the evidence, and determining how the case should proceed.
SmartIntelligence handles the initial processing and organization of the incoming materials so the legal team can begin from a more complete and usable case file.
For firms that regularly accept referred or transferred cases, that can reduce the administrative work required before substantive case management begins.
Move From Incoming Materials to an Organized SmartAdvocate Case
Taking over an existing matter shouldn't mean rebuilding its history from scratch. SmartIntelligence AI Case Assembly helps firms move from a collection of incoming case materials to an organized, usable SmartAdvocate case so attorneys and staff can focus on what comes next.
Request a Demo to see how AI Case Assembly can help your firm turn incoming case materials into an organized SmartAdvocate case file.
