CaseScribe is an AI-powered platform designed to help legal teams quickly organize, review, and extract key information from large volumes of case documents. Instead of manually reading hundreds or thousands of pages, CaseScribe automatically classifies documents, extracts important facts, and allows you to interact with your case using AI.
This guide walks you through the core interface and features so you can confidently navigate your first case.
How CaseScribe Is Organized
CaseScribe is structured into two main levels:
Clients → A single individual or entity
Cases → A collection of documents, facts, and analysis for that client (support.casescribe.ai)
Once you open a case, you will primarily work across three main areas:
Case Summary
Facts Tab
Documents Tab
Each section plays a different role in helping you understand and build your case.
Documents Tab: Managing and Reviewing Files
The Documents Tab is the default view when opening a case. This is where all uploaded files live. CaseScribe automatically classifies and organizes them to make review easier.
What Happens When You Upload Documents
Documents are automatically classified by type and subtype
The system attempts to extract relevant facts from each file
How Documents Are Organized
Documents are grouped into categories such as:
Processing (still being analyzed)
Needs Review or No Facts (requires attention)
Fully processed documents
This grouping helps you quickly identify what needs action.
Key Features
Search bar to find files instantly
Filters and sorting by type, date, status, and more
Bulk actions to verify or hide documents
PDF viewer to read and work inside documents
Inside the PDF viewer, you can:
Add or edit facts
Review extracted information side-by-side
Facts Tab: The Core of Case Intelligence
The Facts Tab is where CaseScribe turns documents into structured, usable data.
A fact is a key piece of information extracted from a document, such as:
Medical events
Decisions
Dates
Conditions
Statements
Each fact includes:
The fact itself
The document page it came from
A fact date
Received date by the VA
Tags
Label if it was created by the system or user
The reference document
Why This Matters
Instead of searching through documents manually, you can:
Filter facts by condition, tag, or document type
Sort facts chronologically
Build a clear timeline of the case
This is the foundation of how CaseScribe helps you analyze cases faster.
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 is where you also find the Tag Summaries, which provide a focused summary of evidence for a specific condition or topic.
This page allows attorneys and reviewers to understand the case at a glance without needing to manually piece together information from multiple documents.
Filters and Sorting: Narrow Down What Matters
Filters and sorting tools are available across both the Documents and Facts views.
In the left Filter Panel, users can use the Filter and Sort.
In Documents Tab
You can filter by:
All Documents
Processing
Needs Review Docs
Documents with No Facts
All Docs by Name
Name
Type
Date
Document Type
Document status
Document Source
Verify Status
Date ranges
Visibility Option
In Facts Tab
Name
Date
Tags
Personal Views
Document Type
Tags
Document status
Document Source
Verify Status
Fact Comments
Group Facts
Fact Creator
Sorting options include:
Latest
Oldest
Why Filters Are Important
Filters allow you to focus only on relevant information.
For example:
View only PTSD-related facts
Review only “Documents with No Facts”
Analyze a specific time period
These filters also directly impact how ASK AI works.
ASK AI: Interact with Your Case Using AI
ASK AI is a built-in AI assistant that allows you to query your case data in plain language.
You can use it to:
Summarize case facts
Find specific documents or events
Count conditions or claims
Draft legal documents like briefs or IME letters
Explore case strategy
How It Works
ASK AI understands:
Your case facts
Your active filters
Your documents
If filters are applied, ASK AI only uses those filtered facts. If no filters are applied, it analyzes the entire case.
Key Features
Provides source citations for every answer
Opens the original document for verification
Allows you to:
Create new facts from AI responses
Tag facts in bulk
Conversations are saved and shared across the case
Global Search Bar: Find Anything Instantly
The Global Search Bar allows you to quickly locate information across the entire case.
You can search for:
Keywords within documents
Specific facts or phrases
Document names or content
This is especially useful when you know what you’re looking for but don’t know where it exists in the case.
Instead of navigating multiple tabs, you can jump directly to relevant results from one place.
Export: Turn Your Work Into Usable Output
The Export feature allows you to download and share structured case data.
You can export:
Facts and timelines
Filtered data views
Case summaries and AI-generated outputs
Why Export Matters
Exporting allows you to:
Share findings with your team
Use data in legal documents or reports
Preserve structured case insights outside the platform
Exports reflect your current filters, so you can generate highly targeted outputs.
How Everything Works Together
CaseScribe is designed as a connected workflow:
Upload documents
AI classifies and extracts facts
Review documents in the Documents Tab
Analyze structured data in the Facts Tab
Use filters to narrow your focus
Ask questions and generate outputs with ASK AI
Each part builds on the other, turning raw documents into actionable case insights.