Lawbotics Pro • Case Management Workspace

Case Management

A single-page matter workspace where legal teams review AI analysis, track stage progress, log billed time, manage evidence, run case-level meetings, and ask private LawBot questions grounded in actual case files.

Single-page command center Structured AI case analysis Timer-driven stage automation Evidence + notes + private Q&A

One Matter. One workspace. Everything Connected

Lawbotics generates a structured, sectioned summary so attorneys can grasp the case fast - without scrolling through a wall of text.

Case Caption & Identifiers
Names, court/jurisdiction, filing date, doc type
Parties & Representation
Who's involved + counsel context
Key Claims / Counts
What's being alleged, at a glance
Critical Facts
Facts that move the needle
Legal Analysis
Issues, themes, and legal framing
Procedural Status & Deadlines
Timeline signals + next actions
Executive Summary
High-level takeaways for quick reads
Additional Notes
Extra context when it matters

Three ways to review every case

Teams can switch between AI Summary, Point-by-Point Summary, and Full Case view from the same screen. Each mode is printable for hearings, client prep, partner reviews, and internal case strategy.

AI Summary

High-signal legal briefing with structured sections, key facts, procedural posture, and practical context for rapid matter intake.

Printable view

Point-by-Point Summary

Page-organized bullets and digestible highlights for long documents where attorneys need precise section-by-section recall.

Printable view

Full Case

Complete matter text with search-in-view to verify language, trace arguments, and preserve legal nuance before filing or review.

Printable view

Stage progression and timer-driven case tracking

Every case is tracked through six lifecycle stages. Stage status is auto-updated from timer activities so matter progress reflects the actual work attorneys are doing.

Onboarded / Open
Investigation / Preparation
Active Litigation / Negotiation
Trial / Execution / Closing
Post-Resolution / Enforcement
Closed / Archived

Time tracker activity feed

Attorneys can create and run time entries directly in-case. Activities are captured as an auditable feed so legal leads can review where time is being spent.

Billing-ready context

Time logs include case, activity type, rate, and notes so invoice preparation and operational reporting remain accurate and defensible.

Evidence Vault, Notes, meetings, and search tags

The same case page also includes all supporting collaboration components: evidence by media type, matter-level notes, linked meetings, and smart tagging for future retrieval.

Evidence Vault per case

Store and access evidence as Pictures, Videos, Documents, and Audios in a structured vault that stays attached to the specific matter at all times.

Case notes with timestamps

Each matter includes its own notes area with dated entries that can be viewed, updated, deleted, and printed whenever teams need quick context.

Zoom and Google meeting linkage

Create, update, delete, and attend meetings from connected calendars, then attach those meetings directly to the case for unified tracking.

AI + custom tags for future search

Every matter receives AI-suggested tags, and users can add private custom tags to accelerate CaseIQ search and long-term firm memory recall.

Private LawBot Q&A grounded in your case documents

Each case gets its own LawBot workspace powered by RAG grounding so attorneys can run private, focused Q&A to dig deeper into arguments, facts, and procedural strategy without leaving the matter page.

Grounded responses with practical controls

LawBot personalities and private mode keep responses focused on uploaded case data, reducing noise and improving confidence during legal analysis.

Save useful responses to Firm Drive

When counsel gets a strong answer, it can be directly stored in Firm Drive for later reference, knowledge sharing, and repeatable legal workflows.

One case page. Full legal operating context.

Lawbotics Case Management brings document understanding, stage tracking, time capture, evidence handling, meeting coordination, notes, and private AI research into one connected matter workspace so teams move faster with less context switching.