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CaseScribe Overview: How to Navigate and Use the Platform

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

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 review, 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 uploaded case files are stored, processed, and organized.

CaseScribe uses AI to classify documents and extract relevant information to make reviewing large case files easier.

What Happens When You Upload Documents

When documents are uploaded to a case, CaseScribe:

  • Processes each file

  • Classifies documents by type and subtype

  • Attempts to extract relevant facts

  • Makes processed information available throughout the case

While processing is underway, you can monitor the status of your documents from the Documents Tab.

How Documents Are Organized

Documents may appear in categories such as:

  • Processing – Documents that are still being analyzed

  • Needs Review – Documents that may require user attention

  • Documents with No Facts – Documents where no facts were extracted

  • Processed documents – Documents that have completed processing

These categories make it easier to identify which documents are ready for review and which may need additional attention.

Key Features

From the Documents Tab, you can:

  • Search for documents

  • Filter and sort documents by type, date, status, source, and other criteria

  • Perform bulk actions such as verifying or hiding documents

  • Open and review individual documents

  • Access your previous uploads through Upload History

  • Open documents in Super Reader

Upload History: View and Manage Previous Uploads

Upload History provides a record of document uploads associated with a case.

From Upload History, you can view information such as:

  • Upload date and name

  • The user who uploaded the documents

  • Number of documents included

  • Upload status

You can also:

  • View the documents associated with an upload

  • Rename an upload

  • Delete an upload when needed

Upload History makes it easier to understand when documents were added to a case, who uploaded them, and which documents belong to a particular upload.

Super Reader: Review Documents in a Flexible Workspace

Super Reader provides a flexible workspace for reviewing documents and related case information.

You can open a document in a separate browser window, making it easier to use CaseScribe across multiple monitors or dedicate more screen space to document review.

Within Super Reader, you can:

  • Navigate between documents without returning to the main Documents Tab

  • Show or hide the Documents panel

  • Show or hide the information panel

  • Switch between the original PDF and extracted Text views

  • Review related facts

  • Access notes

  • Use ASK AI

  • Create facts while reviewing the source document

This allows you to review evidence and work with case information side-by-side without constantly switching between different areas of CaseScribe.

Facts Tab: The Core of Case Intelligence

The Facts Tab is where CaseScribe turns information from your documents into structured, usable case data.

A fact is a key piece of information extracted from or added to a case, such as:

  • Medical events

  • Decisions

  • Dates

  • Conditions

  • Statements

Each fact may include information such as:

  • Fact title and details

  • Source document and page reference

  • Fact date

  • Date received by the VA

  • Tags

  • Fact creator

Facts may be created automatically during document processing, manually by a user, or through ASK AI.

Working With Facts

Instead of searching through documents manually, you can use the Facts Tab to:

  • Filter facts by condition, tag, document type, and other criteria

  • Sort facts chronologically

  • Identify Key Facts

  • Group related facts

  • Review fact comments

  • Organize facts using tags

  • Build a clear timeline of the case

This structured view helps turn large volumes of case documents into information that is easier to review and analyze.

Case Summary

The Case Summary provides a high-level overview of the case based on key facts and documents.

It can help 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 also where you can find Tag Summaries, which provide a focused summary of evidence associated with a specific condition or topic.

The Case Summary allows attorneys and reviewers to understand important parts of a case without manually piecing together information from multiple documents.

Filters and Sorting: Narrow Down What Matters

Filters and sorting tools help you focus on the information that is most relevant to your review.

In the Documents Tab

You can use document filters and views to narrow your results based on criteria such as:

  • Processing status

  • Documents needing review

  • Documents with no facts

  • Document name

  • Document type

  • Date

  • Document source

  • Verification status

  • Date ranges

  • Visibility

In the Facts Tab

You can narrow facts using criteria such as:

  • Date

  • Tags

  • Document type

  • Document status

  • Document source

  • Verification status

  • Fact comments

  • Grouped Facts

  • Fact creator

You can also use saved or personal views to quickly return to commonly used sets of filters.

Why Filters Are Important

Filters allow you to focus on specific portions of a case.

For example, you can:

  • View facts related to a specific condition

  • Review only documents that need attention

  • Analyze events within a specific time period

  • Focus ASK AI on a particular set of facts

When filters are applied to the Facts Tab, ASK AI can use the filtered information as the context for your request.

ASK AI: Interact With Your Case Using AI

ASK AI is CaseScribe's built-in AI assistant. It allows you to ask questions and work with your case information using plain language.

You can use ASK AI to:

  • Summarize case information

  • Find specific documents, facts, or events

  • Analyze conditions or claims

  • Draft case-related content

  • Explore case information and strategy

How It Works

ASK AI can work with information from your case, including:

  • Case facts

  • Documents

  • Active filters

When you apply filters to the Facts Tab, you can use ASK AI to focus its analysis on that filtered set of information.

Key Features

ASK AI can:

  • Provide source references so you can verify information

  • Open supporting documents for review

  • Create facts from AI responses

  • Apply tags to facts

  • Work with organization-provided prompt templates

ASK AI conversations are saved with the case, allowing your team to return to previous conversations when needed.

Global Search: Find Information Across the Case

The Global Search feature allows you to quickly locate information across your case.

You can search for:

  • Keywords within documents

  • Specific facts or phrases

  • Document names

  • Document content

This is useful when you know what you are looking for but do not know which document or section of the case contains it.

Instead of manually opening multiple documents, Global Search helps you locate relevant information from one place.

Export: Turn Your Work Into Usable Output

CaseScribe's export tools allow you to download and share structured case information.

Depending on what you are working with, you can export items such as:

  • Facts and timelines

  • Filtered fact views

  • Supporting documents

  • Case information for use outside CaseScribe

Exports can reflect the filters and selections you have applied, allowing you to create more targeted outputs for your workflow.

Exported information can be used to:

  • Share findings with your team

  • Prepare case materials

  • Use structured information in legal documents or reports

  • Preserve case analysis outside CaseScribe

Appearance Settings

CaseScribe supports different appearance settings so you can choose how the platform looks while you work.

You can select:

  • Light – Uses CaseScribe's standard light appearance

  • Dark – Uses a darker interface

  • System – Follows your system appearance setting

Your appearance preference is saved to your account and remains selected when you return to CaseScribe.

How Everything Works Together

CaseScribe is designed as a connected workflow:

  1. Upload your case documents

  2. CaseScribe processes and classifies the documents

  3. AI extracts relevant facts

  4. Review documents and manage uploads from the Documents Tab

  5. Use Super Reader to review source documents in detail

  6. Review and organize extracted information in the Facts Tab

  7. Use filters to focus on the information that matters

  8. Review the Case Summary for a high-level view

  9. Use ASK AI to ask questions and analyze case information

  10. Export your work when you are ready to use or share it

Each part of CaseScribe works together to turn large volumes of case documents into organized, searchable, and actionable case information.

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