# Welcome to ProPlaintiff.ai Hello and welcome to ProPlaintiff, we empower law firms to move 5 times faster using the power of AI. Follow this document to familiarize yourself with our platform. ### Getting Started To get started make sure you have signed up for an account over at [ProPlaintiff.ai](https://www.proplaintiff.ai/). Start accelerating your firm today with our 14-day free trial of ProPlaintiff's Essentials, Professional, or Enterprise-level plan. Select a plan and input payment information to get started. *Your card will not be charged until the trial date has ended, unless otherwise specified.*

Pick a plan to get started, all new accounts are granted immediate access to our 14 day free trial.

### What You Can Expect Getting started with ProPlaintiff is just as easy as using any of our suite of built-in features. To view a detailed introductory video, simply navigate to your home page and above your dashboard you will see the image below. Click "show me" to watch our introductory video.

From dashboard view you can view your username, total demanded ($USD), managed cases, and files uploaded (top). Click the "show me" button on the "Get Started with ProPlaintiff.AI" banner (bottom) to view our intro video.

### [Features](https://www.proplaintiff.ai/features) ProPlaintiff is your hub for all you need to go from case documents to submitting the demand letter. All accounts will have access to the following features: 1. [Cases](/cases) 1. Keep track of all your pending cases with our native management tool. Name your case, fill out all details, and [upload and organize documents](/cases/case-summary). 2. Cases are the first step to using our suite of AI tools, start with[ creating a case](/cases/creating-a-case) on the [case summary dashboard.](/cases/case-summary) 2. [Documents](/cases/documents) 1. Upload and manage your case documents. Quickly access and analyze these documents with any of our AI tools *(all documents uploaded to ProPlaintiff are encrypted with HIPAA & SOC2 compliant technology)* 3. [Summaries](/summaries) 1. Summarize documents is a feature that extracts key insights from large documents and PDFs. This feature condenses and highlights the most crucial information. 4. [Demand Letters](/demand-letters) 1. Generate customizable demand letters with our demand letter tool. Use all your compiled documentation to [generate a demand letter](/demand-letters#add-new) in minutes. 5. [Medical Chronology](/medical-chronology) 1. [Generate medical chronology](/medical-chronology#add-new) documents to quickly compile medical documents into a single cohesive document. 6. [Document Review](/doc-review) 1. [Upload documents](/doc-review#add-new) and use the power of conversational AI to ask ProPlaintiff questions about the selected documents. [Get the answers](/doc-review#review-session) you need in seconds.

Your suite of AI powered tools are readily accessible from our menu bar.

### [Support](https://www.proplaintiff.ai/contact) Have a question, comment, or bug to report? Visit our support form and submit your request for us to review and get back to you with a prompt response. Or schedule a time to speak with us via Calendly meeting over on our contact page. *Make sure to document any bugs or error codes so we may best assist you.* # 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.

### 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.

# Cases Cases are your hub for all things ProPlaintiff. Here you can create new cases and review existing ones to keep track the progress of your case clear and organized. ### Cases Dashboard In the Cases dashboard, you will find all existing cases which can be ordered by case, status, date of loss, statute of limitation, creation date, and modification date. By default, the cases will be ordered by their creation date however, you may order the summaries by any of the aforementioned filters. From this dashboard, you may also search for cases or add new ones.

Cases dashboard is your hub for all things case related and can be used to filter cases, search for cases, or create new ones

### Inside a Case Each case folder contains all the information gathered to help you generate demand letters and track the progress of your cases. Select any one of the folders in the Resources section to navigate to the given folder. #### Resources Quickly access the following folders: * Case Summary * Case Details * Documents * Summaries * Demand Letters * Medical Chronology * Doc Reviews

# Creating A Case Creating a case in ProPlaintiff is your first step in using our advanced AI technology. Let's start with creating a new case to get you started. ### Creating a New Case The following fields are required to create a case: * Case Status * Claimant Identity * Case Title * Claimant First Name * Claimant Last Name * Date Of Loss (mm/dd/yyyy) * Contact Information * Email * Phone Number * Address * City, State, Zip Code * Insurance Information * Client Health Insurance * 3rd Party Insurance Company * UM/UIM Insurance Company * Statute of Limitation (mm/dd/yyyy) #### Case Status

Track the status of an existing case using the progress bar located at the top of your case file

#### Claimant Identity

Provide a Case Title, Claimant First Name, Claimant Last Name, Date Of Loss (mm/dd/yyyy)

#### Contact Information

Provide the claimant's Email, Phone Number, Address including City, State, Zip Code

#### Insurance Information

Provide the Client Health Insurance, 3rd Party Insurance Company, UM/UIM Insurance Company, and
the Statute of Limitation (mm/dd/yyyy)

### Create Click "Create" at the bottom right corner to create your new case

# 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 # Case Details Edit case details including claimant identity, contact information, and insurance information ### Edit Case The following fields can be edited from the case details resource: * Case Status * Claimant Identity * Case Title * Claimant First Name * Claimant Last Name * Date Of Loss (mm/dd/yyyy) * Contact Information * Email * Phone Number * Address * City, State, Zip Code * Insurance Information * Client Health Insurance * 3rd Party Insurance Company * UM/UIM Insurance Company * Statute of Limitation (mm/dd/yyyy)

Edit case details including case status (top) claimant identity (center), contact information (center), and insurance information (bottom).

#### Submit Click the submit button to save changes.

# Documents The documents section contains all of your uploaded documents placed in designated folders. Stay organized with folders for your documents. ### Folders Separate and organize your documents using preset folders or add custom folders. By default, the documents section will have folders for Uncategorized, Future Care, Damages, Legal Analysis, Medical Treatments, and Pre-existing Medical Treatment.

Search for specific documents using the search bar (top), add a new folder, or organize your documents using folders.

#### Create a New Folder Select "Add Folder" to create a new folder for your documents.

Create a new folder by entering the folder name (center) then clicking create (bottom-right) to create or cancel to cancel..

# Case Comments Case comments are a function that allows users reviewing the case documents to leave comments for further review from other users or leave helpful notes for themselves. ### Open Case Comments Case Comments are accessible from any section of your selected case file. Find the case documents pop-up in your browser window, accessible on the top right of your menu bar.

The case comments can be find in your case's menu bar located above any of your case files (top right)

### Add Comment Quickly add a global comment to your case file using the case comments popup window. From this window, you can add comments, review others, and order comments based on user or creation date.

Organized comments by user or creation date. Simply type your comment into the comment form (top) and press enter (PC) / return (Mac), or click send (right).

*Note: Case comments are global, meaning that they are accessible from any page in your case file.* # Demand Letters Generate demand letters in a matter of minutes with our AI powered technology. ### Demand Letters Dashboard (Global) Here you can find an ordered list of all your demand letters created with ProPlaintiff.ai. Filter your list by name (alphabetical), amount demanded, case title (alphabetical), date modified, creation date, or status (pending, in progress, finished, or failed). This is the global view however, you can view all case-specific demand letters by clicking the options depicted below.

This is the demand letter dashboard, search for demand letters from any case (left), Add new (right), or organize demand letters by name, amount demanded, case, modification date, creation date, or status (bottom)

### Demand Letter Dashboard (Case-Specific) The case-specific demand letter dashboard is your hub for all demand letter drafts generated within a specific case. In this view, you can quickly access case documents in the side menu or draft new ones with the Draft Demand Letter form. The side menu has a search bar to navigate to specific demand letters within a case file and monitor the status of any pending demand letters. The top information bar contains the name of the case, date of loss, statute of limitation, and case comments.

Access drafted demand letters with the side menu (left) or generate a new draft (right).

# Add New Demand Letter Get started with our AI powered demand letters using the draft demand letter form. Simply add case details, append documents, and create intro/outros. The following fields are required to create a demand letter: * Name of demand letter * Name of the claimant (first name and last) * Demand amount * Your firm's name and address \**This information is autofilled from your organization. You can change it here on a case-by-case basis.\** * Insurance company & adjuster claim number *Note: Before creating a new demand letter, a case must be selected* #### Name of demand letter, name of claimant, enter your demand amount

Fill out this information: Name of demand letter, Name of the claimant, (first name and last), Demand amount

#### Your firm's name and address & Insurance company/Adjuster Claim Number

Fill out this information: your firm's name and address (*This information is autofilled from your organization. You can change it here on a case-by-case basis).* Insurance company & adjuster claim number, at fault party, and date of loss

#### Introduction to the demand letter The introduction to your demand letter can be fully customized to your discretion. A custom intro may be filled with dynamic fields that are determined by the information provided previously within the case you've selected such as Demand Amount, Insurance Company Name, and your Firm Name. Using the dynamic fields listed above the main text field makes future introductions faster to generate as these introductions may be saved for future use.

The introduction to demand letter has dynamic text fields which you can choose to add to the introduction of the demand letter. You may choose the custom intro or default intro which requires no additional set up.

#### Optional Sections Depending on the case, you may want to include the following documents in your demand letter: * Legal Analysis * Upload Proof of Liability Documents * Medical Treatments * Upload Medical Documents * Damages * Upload Damage Documents * Future Care * Upload Future Care Documents * Pre-existing Medical Treatment * Upload Pre-existing Medical Treatment

Depending on the case, you may want to include these documents in your demand letter.

When appending additional documents, you will be prompted to choose from uploaded documents (left) or to upload a new document (right).

#### Outro to the demand letter Similar to the custom introduction mentioned previously, the custom outro may be filled with dynamic fields that can be used to auto-populate information you previously added. Custom Outros can be reused as default outros in your future demand letters.

Custom outros can be used for future demand letters

### Submit At the end of the demand letter you've generated you can either reset or submit the letter for approval. *\*save draft functionality to be added in future updates\**

We recommend not hitting reset after filling out all your information.

# Demand Letter Review Once submitted, the demand letter will begin populating with the provided information. This process should take 15-90sec depending on number of documents submitted.

When processing is completed you will see the green checkmark (right). You can choose to restart or view details (bottom-right)

### Demand Letter Review The demand letter review section allows for quick and easy access to other demand letters within a case. Quick actions such as add new, edit title, or delete files are available from the side menu. In the demand letter review section, you can format, edit, and download generated demand letters. Case comments are also available from this review page. Demand letters are compiled from the intros and outros created in [add new demand letter](/demand-letters/add-new-demand-letter#introduction-to-the-demand-letter) documents and the [optional documents](/demand-letters/add-new-demand-letter#optional-sections) you selected before submitting.

The demand letter review window contains a quick access menu (left) and the demand letter draft (center-right). Find the document editor tools above the text field (center-top) and case details in the details bar (top).

# Summaries Summaries are AI-generated documents that can easily summarize uploads into an easily digestible format. Best used for summarizing medical documents and police reports. ### Summaries Dashboard In the summaries dashboard, you will find all summarized documents which can be ordered by name, case, modification date, creation date, and status (pending, in progress, finished, and failed). By default, the summaries will be ordered by their creation date however, you may order the summaries by any of the aforementioned filters. From this dashboard, you may also search for documents or add new ones.

In the summaries dashboard you may search for generated summaries, add new ones, or order them by name, case, modification date, creation date, or status.

# Add New Summary Summaries are AI-generated documents that can read uploaded documents and summarize them into an easily digestible format. Best for any medical documents and police reports. ### Getting Started with Summaries Upload files to harness the capabilities of AI to automatically read and condense the content, providing a concise summary that highlights the most crucial information.

#### Select Case First start with selecting a case or creating a new one.

Select a case from the drop down or create a new one. A pop up will apear to create a new case once selected.

#### Add Documents You can select multiple documents to be processed at one time. Either drag and drop or select files using your computer browser. You may navigate away from this page once files are uploaded.

Add multiple documents that have already been uploaded (left) or upload new ones (right).

#### Process Documents Once your documents have been uploaded, you may select "Process Documents" and the software will begin analyzing your documents.

Select Process Documents to start analyzing the document (right) or reset the form (left).

# Summary Review Upon submission of the documents you wish to summarize, you will be able to view their status in the proceeding window.

View the status of your submitted documents after uploading and summarizing the documents.

### Review Page You can see the full summaries of your uploaded documents from the review page with a quick-select menu on the left and the summary in the center. The quick-select menu allows for seamless access to documents submitted from past sessions and the current ones. The summary generated a detailed overview, highlighting all the key details of the document(s) submitted. In the sample document depicted below, you can see a summary of the patient's complaints and limitations from neck pain rating to insomnia. You will then be able to format, edit, save, or download your documents from this window.

Search and select document summaries (right), review, edit, and format your generated summary (center), you may also add comments to the case using the "case comments" (top-right)

# Medical Chronology Medical Chronologies provide a medical profile summary that may outline all the pertinent details of a case's medical records. This application is best used to compile all your medical documents. ### Chronologies Dashboard In the Chronologies dashboard, you will find all summarized documents which can be ordered by name, case, modification date, creation date, and status (pending, in progress, finished, and failed). By default, the chronologies will be ordered by their creation date however, you may order the summaries by any of the aforementioned filters. From this dashboard, you may also search for documents or add new ones.

The chronologies dashboard can be used to search for all the chronologies generated.

# Add New Chronology In the add new section you can name your chronology, dictate the case, and upload or select documents you'd like to add to the chronology.

You may compile medical docments using the medical chronlogies feature.

#### Name your chronology

Add a distinguished title your chronology so you can identify it later.

#### Select Case

Choose what case you would like to add the chronology to (left) or create a new case (right)

#### Add Documents You may add multiple documents to your chronology using either previously uploaded files, new ones, or both.

Add multiple documents to your chronology using ones already uploaded (left) or uploading new documents (right). You will see the selected documents listed below the upload/document selection (bottom)

#### Submit

### Document processing Once submitted way 5-15sec for the documents to upload (times may vary depending on internet connection). Once uploaded you will see a blue check mark stating *"Chronology is still processing however, you can now safely navigate away from the page."* You will then be able to view the status of your chronology from the dashboard.

While a Chronology is pending you will be unable to open or view the chronology.

# Chronology Review Once your medical documents have been submitted, ProPlaintiff will process them and compile them into one cohesive document. ### Review Page You can review your chronologies with a quick-select menu on the left and the summary in the center. The quick-select menu allows for seamless access to documents submitted from past sessions and the current ones. Medical chronologies generate a detailed overview and highlight all the key details of the medical document(s) submitted. In the sample document depicted below, you can see a summary of the patient's medical records. This chronology created a summary of important details such as the case details, symptoms and diagnosis, treatments administered, findings, dates of treatment, and more. From this window you can format and edit the document however needed with the tools in the toolbar above the text document. You can bold text, italicize, and underline, as well as add hyperlinks, and insert a text table. You can format the information in a bullet point, ordered list, or check box. In addition, you can save or download the document to your computer.

The medical chronology review page has a quick access bar to navigate between chronologies of a case (left), review, edit, and format your chronology (center), you may also add comments to the case using the "case comments" (top-right)

# Doc Review The Document Review application allows you to quickly and easily review documents using conversational AI. Ask ProPlaintiff any questions you have about a document. ### Document Review Dashboard In the doc review dashboard, you will find all your documents which can be ordered by name, case, modification date, creation date, and status (pending, in progress, finished, and failed). By default, the docs will be ordered by their creation date however, you may order the doc reviews by any of the aforementioned filters. From this dashboard, you may also search for documents or add new ones.

The doc review dashboard can be used to search for all doc reviews sessions.

# Add New Doc Review In the add new section you can name your session, dictate the case, and upload or select documents you'd like to add to review in this session.

In the add new section you can title your session, select the relevant case and upload or select documents for review.

#### Name Your Session

#### Select Case

Select a case or create a new one for your review session

#### Add Documents You may add multiple documents to your review using either previously uploaded files, new ones, or both.

#### Submit

# Doc Review Session Once documents have been submitted you will begin your review session with ProPlaintiff. Here you can ask the AI any questions you have about the selected documents.\*

Once submitted, you can ask ProPlaintiff any questions you might have about the submitted documents.

This is an example of questions you can ask ProPlaintiff about your document(s). Simply type the question and press enter (PC) or return (Mac).

Once you have asked all the questions you have about the document you may navigate away from the page. Your conversation with ProPlaintiff will be saved for review in the future. *\*The quality of answers will be dependent on the quality of the question, any questions not directly related to the case document may not receive an accurate answer* # Media Analysis Media analysis facilitates rapid review of digital media including audio & video. AI will analyze uploaded files and provide feedback for key points, summarize, and transcription. ### Media Analysis Dashboard From the dashboard, you can quickly access all uploaded documents ordered by name, case, modification date, creation date, and status (pending, in progress, finished, and failed). By default, the docs will be ordered by their creation date however, you may order the doc reviews by any of the filters above. You may also search for documents from this dashboard or add new ones.

# Add New Media Analysis Uploading media and getting started with your analysis session is as easy as 1, 2, 3. ### Getting Started First, select "Transcribe Media Files" from the home screen (or "Media Analysis" from the side menu). Select the relevant case and name the session. Finally, drag and drop your media file into the upload section and hit "upload". The analysis time duration depends on the size of the file but should take anywhere from a few seconds to 10 minutes. Once uploaded you can safely navigate away from the screen. When upload and analysis have been completed, you will receive an email notification. *Keep in mind: Uploaded files may be a max of 2 GB for both audio and video files.*

Media analysis guide from the start menu to uploading your media for analysis.

# Media Analysis Review With ProPlaintiff's new media analysis tool, you're able to review an AI generated summary outfitted with chapters, analysis, and an audio transcription. ### Media Analysis Review Session Once media has been successfully uploaded and analyzed you may begin your review process. Your journey will start from the selected case for which the document has been uploaded to. You may then select which audio or video transcription you want to review. Inside the session review section, you may review the: 1. Chapters: Highlight key sections 2. Analysis: A summary generate based off the transcripted audio 3. Transcription: Full-length audio transcript of the provided media

Review your media analysis from your case view to access the AI generated summary of your uploaded media.

### Chapters Chapters include an AI-generated summary of each section of the uploaded media. This facilitates an excellent way to navigate to important sections for your selected media. The chapters are accompanied by a summary and title.

Chapters provide immediate insights into the important sections of your media. Quickly navigate to each section by clicking on the time-stamp

### Analysis Under the analysis tab, you may review a synopsis of the uploaded document outfitted with key insights generated by ProPlaintiff. You may also download this analysis as a text document.

Analysis generated by ProPlaintiff will provide you with a comprehensive analysis of the provided media.

### Transcript In the transcript section, you will be provided with a full feature-length transcription of the provided media. The transcription ability of ProPlaintiff to note who is speaking by recognizing different voices within the provided media. You may also download this transcript as a text document.