Fact Grouping automatically organizes duplicate or overlapping facts into a single summarized fact, making large cases easier to review while preserving the original evidence.
This helps reduce duplicate information from repeated VA submissions, medical records, and other overlapping documents without losing traceability.
How Fact Grouping Works
Fact Grouping runs automatically after document processing for newly uploaded cases.
When duplicate or closely related facts are identified, CaseScribe:
Groups them into a single umbrella fact
Creates an AI-generated summary of the grouped facts
Preserves links to the original facts and source documents
This provides a cleaner fact timeline while allowing you to review the original evidence whenever needed.
Note: Fact Grouping is only applied automatically to new cases. Existing cases are not automatically regrouped.
Viewing Grouped Facts
You can filter grouped and ungrouped facts from the Facts tab.
Open Filters and Sorts, then use the Grouped Facts filter:
Grouped Facts: Displays only grouped (umbrella) facts
Non-grouped Facts: Displays only individual facts
This makes it easy to review, validate, or audit grouped results.
Preserving Your Manual Work
CaseScribe will not automatically group facts that you have manually edited.
A fact is considered edited if you:
Create it manually
Edit the fact text
Add or remove tags
Verify or unverify the fact
Add or delete comments
Mark or unmark it as a Key Fact
Edit nested facts within a group
Modify the summary of a grouped fact
This applies to both automatic Fact Grouping and Re-run Grouping.
Key Facts and Comments
Fact Grouping preserves important information.
If any fact in a group is marked as a Key Fact, the grouped fact automatically inherits that status.
Comments remain associated with their original facts.
If a fact is later removed from a group, its comments are restored to that individual fact.
Documents and Source References
Grouping does not affect your ability to review the original evidence.
You can still:
Open the original document
Navigate to the correct page or page range
View the facts that make up the grouped summary
Every grouped fact maintains traceability back to its source documents.
Exporting Grouped Facts
When exporting facts:
Grouped (umbrella) facts are included by default.
Exports reference the primary source document and page range for each grouped fact.
This produces cleaner exports while maintaining accurate source references.
Benefits of Fact Grouping
Fact Grouping helps you:
Reduce duplicate facts in large cases
Review evidence more efficiently
Preserve source attribution and traceability
Protect manual edits from being regrouped
Export cleaner, easier-to-read fact summaries