Case Summary

The case summary page contains all the information related to your case and can be used to track the case status, recent actions, and edit case details.

The case summary has a comprehensive layout with the name of the case (top left); Resources (left); Case Summary including Recent Demand Letters, Recent Summaries, Recent Chronologies, Recent Reviews, Recent Documents (center); Edit Case Details including Draft a Demand Letter, Ask Doc Review, Create New Summary, and Create Chronology (right).

What's Inside

Case Status

Track the progress of a case using the case status bar at the top of each case summary. Set your case status to Lead, Open, Intreatment, Prelitigation, Litigation, or Settled.

Recent Demand Letters

Find your most recent demand letters and add new ones.

Recent Summaries

Find your most recent summaries and add new ones.

Recent Chronologies

Find your most recent chronologies and add new ones.

Recent Reviews

Find your most recent reviews and add new ones.

Review Documents

Find your most recent document and add new ones.

Edit Case Details

Revise case details including claimant identity, contact information, and insurance information

Quick Actions

Quickly access the following tools:

• Draft a Demand Letter

• Ask Doc Review

• Create New Summary

• Create Chronology