Dashboard

Getting to know the Dashboard

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*

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.

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.

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.

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.

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.

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.