Dashboard

Get familiar with the ProPlaintiff.ai Dashboard, the main hub for all the recent events that occured within the ProPlaintiff.ai ecosystem.

Getting to know the Dashboard

Your ProPlaintiff dashboard is the central hub to all your AI-powered tools. Quickly navigate to cases, documents, demand letters, summaries, medical chronology, document review or your account (left). quick access to actions such as account settings, create a new case, ask doc review, draft a demand letter, create new summary, and create chronology (center).

Quick Actions

1. Account Settings

   1. Navigates you to your account settings to invite a new member, adjust your subscription, or edit your organization settings

2. Create a New Case

   1. Navigates you to create a new case where you can fill out all new case information including claimant Identity, contact information, and insurance information

3. Draft a Demand Letter

   1. Navigates you to draft a new demand letter where you can title the letter, and enter your demand amount.

   2. All other fields should auto-populate with case information such as the claimant name, insurance company, as well as the name and address of your firm. *a case must be selected before proceeding*

4. Ask Doc Review

   1. Navigates you to Doc Review where you can name your session, select the relevant case, and upload all relevant documents you wish to review

   2. You can now ask ProPlaintiff any questions you have about the document submitted. *a case must be selected before proceeding*

5. Create New Summary

   1. Navigates you to Summaries where uploaded documents can be summarized *a case must be selected before proceeding*

6. Create Chronology

   1. Navigates you to Create Medical Chronology where you can title your Chronology, select a case, and upload documents to be included *a case must be selected before proceeding*

Select Account Settings, Create a new case, Draft a Demand Letter, Ask Doc Review, Create New Summary, or Create Chronology. Each of these actions will take you to the corresponding window.

Recent Cases

This is a table of the 3 latest cases edited in ProPlaintiff.ai. You can quickly navigate to these most recent cases, select view all cases, or add a new one. In order by last edit date.

Quickly find all your most recent cases.

Recent Demand Letters

This is a table of the most recently generated demand letters. You can quickly navigate to the most recently generated letters, view all letters, or add a new one. In order by last edit date.

Find all your most recent demand letters.

Recent Summaries

This is a table of the most recently generated summaries of uploaded documents. You can quickly navigate to the most recent summaries, view all summaries, or add a new one. In order by last edit date.

View most recent summaries or add new.

Recent Chronologies

This is a table of the most recently generated chronologies. You can quickly navigate to the most recent chronologies, view all chronologies, or add a new one. In order by last edit date.

Quickly access your most recent chronologies or create a new one.

Recent Reviews

This is a table of the most recently reviewed documents. You can quickly navigate to the most recent document reviews, view all documents, or add a new one. In order by last edit date.

Quickly access your most recent reviews or add new.

Recent Documents

This is a table of the most recently uploaded documents. You can quickly navigate to the most recently uploaded documents, view all documents, or add a new one. In order by last edit date.

Quickly access your most recent documents or create new ones.