Case Management

Keep your appeals organized with case profiles, document management, and timeline tracking.

Case Profiles

A Case Profile is a structured record of your appeal that helps the AI understand your case context and provides quick access to key information.

Creating a Case Profile

  1. Open the Case Organizer from the sidebar (folder icon)
  2. Click New Case Profile
  3. Fill in the case details
  4. Click Save

Case Profile Fields

Claimant Information

NameFull legal name of the claimant
Date of BirthFor identification purposes
EmployerName of the employer at time of injury
OccupationJob title and duties

Injury Details

Date of InjuryWhen the injury occurred
Type of InjuryDescription of the injury/condition
Body PartsAffected areas of the body
MechanismHow the injury happened

Claim Information

Claim NumberWorkers' comp claim/case number
Denial DateWhen the claim was denied
Denial ReasonStated reason for denial
Appeal DeadlineCritical deadline for filing appeal

Tip: The more complete your case profile, the better the AI can assist you. It uses this context to provide more relevant research and suggestions.

Document Organization

Keep your case documents organized for easy access and AI context:

Recommended Folder Structure

📁 Smith v. WorkSafe 2025/
├── 📁 Medical Records/
│   ├── initial-diagnosis.pdf
│   ├── specialist-report.pdf
│   └── treatment-history.pdf
├── 📁 Evidence/
│   ├── incident-report.pdf
│   ├── witness-statements/
│   └── photos/
├── 📁 Correspondence/
│   ├── denial-letter.pdf
│   └── employer-communications/
├── 📁 Drafts/
│   ├── appeal-letter.docx
│   └── timeline.md
├── 📁 Research/
│   └── relevant-cases.md
└── case-profile.json

Supported File Types

  • Documents — .docx, .pdf, .md, .txt
  • Images — .jpg, .png, .gif (for photos of injuries, workplace, etc.)
  • Data — .json, .csv (for structured case data)

Timeline Management

Track important dates and deadlines for your appeal:

Jan 15, 2025Date of Injury
Feb 1, 2025Initial claim filed
Mar 10, 2025Claim denied
Apr 10, 2025Appeal deadline

Adding Timeline Events

  1. Open the Case Profile
  2. Navigate to the Timeline tab
  3. Click Add Event
  4. Enter the date, description, and event type
  5. Save the event

Linking Documents

Associate documents with your case profile for quick access and AI context:

  1. In the Case Organizer, select your case profile
  2. Click Link Documents
  3. Select files from your workspace
  4. Optionally add tags or categories

Linked documents will be available to the AI when you ask questions about your case, providing it with the context it needs to give relevant answers.

Using Case Context in Chat

When you have an active case profile, the AI can use it for context:

"Based on my case, what are the strongest grounds for appeal?"

→ AI will reference your case profile details

"Draft an introduction paragraph for my appeal letter"

→ AI will use claimant info and injury details

"What evidence do I need to counter the denial reason?"

→ AI will analyze the stated denial reason

Best Practices

Keep Profiles Updated

Update your case profile as new information becomes available—new evidence, medical records, or correspondence.

Track All Deadlines

Enter all deadlines immediately. Missing a filing deadline can be fatal to your appeal.

Organize by Type

Group documents by type (medical, evidence, correspondence) for easier navigation.

Use Descriptive Names

Name files clearly: 'dr-smith-specialist-report-2025-03-15.pdf' is better than 'scan001.pdf'.

Next Steps

Document EditingAI Assistant