CaseScribe includes Case Summary and Tag Summaries to help you quickly understand a case without manually reviewing every document or fact.
These features are designed to give you a faster, structured view of the case and help identify key issues, evidence, and potential gaps.
What Is the Case Summary?
The Case Summary provides a high-level overview of the case based on key facts and documents.
It helps you quickly assess:
What conditions have been claimed
What decisions have been made
What issues may still be pending or appealable
The overall status of the case
This allows attorneys and reviewers to understand the case at a glance without needing to manually piece together information from multiple documents.
Key Features of Case Summary
Quick Access to Important Information
The combined rating is clearly displayed and easy to find
Key case details are organized into a structured summary
Direct Navigation to Documents
You can click into documents directly (such as Rating Decision Code Sheets)
This makes it easy to verify information without leaving the summary view
Integrated AI Access
You can launch AI directly from:
The Case Summary tab
Tag filters
The global Ask AI button
This allows you to immediately explore or expand on the summary using AI.
Real-Time Updates
The Case Summary updates automatically when changes are made, including:
Adding or removing tags
Re-running auto-tagging
Updating rating decision data
There is no need to refresh the page manually.
What Are Tag Summaries?
Tag Summaries provide a focused summary of evidence for a specific condition or topic.
Instead of reviewing a long list of individual facts, you’ll see a concise summary at the top of each tag.
What Tag Summaries Show
For each condition or tag, the summary highlights:
Key facts supporting the condition
A high-level overview of the evidence
Potential gaps in documentation
For example, if a condition has many related facts, you can still review each one individually, but the summary helps you understand the overall picture much faster.
How Tag Summaries Help
Tag Summaries are designed to:
Reduce time spent reviewing large fact sets
Help evaluate the strength of evidence for a condition
Identify missing evidence or areas that may need development
Support better decision-making before submission or appeal
Working With Tags
Tags are clickable and take you to a filtered view in the Fact Timeline
Tags are sorted alphabetically by default, with options to change sorting
Selecting a tag allows you to review both the summary and the underlying facts
Where to Find Tag Summaries
Tag Summaries are available in the Case Summary tab.
Open a case
Navigate to the Case Summary
Click on a tag with attached facts
The summary will appear at the top, followed by the full list of related facts.
Summary
The Case Summary gives you a structured, high-level view of the entire case, while Tag Summaries help you quickly understand the evidence tied to specific conditions. Together, these features reduce review time, improve clarity, and help you identify key issues and evidence gaps more efficiently.