Capture the request
A case can start from a guided process, a direct request, an email or a voice memo. Context and requested task are distinguished from the outset.
A case can start from a guided process, a direct request, an email or a voice memo. Context and requested task are distinguished from the outset.
Information, parties and documents are linked to the same unit of work. The status shows what is ready and what is missing.
Documents are organized; when needed, image-based PDFs can be identified and converted with OCR before analysis.
The professional selects relevant private sources and, where available, a firm template to guide structure and formatting.
The AI works with the prepared context. Analysis can span several documents and produce one or more coordinated drafts.
The professional checks completeness, accuracy, relevance and available sources. Generated output is not automatically ready for use.
The reviewed draft enters the firm's normal approval, collaboration and case management process, according to defined roles and responsibilities.
The request, original files, processing and history remain linked. Future work can resume from the context already built.
A well-structured request reduces ambiguity and omissions. Preparing the material does not eliminate review, but gives the professional a more organized basis to check.
The workflow does not delegate professional assessments or legal decisions to AI. Sources and results must be checked by a qualified person before use.
A practical presentation helps assess the steps, modules and configuration needed.