The CaseBuilder platform

A clearer view of the case.
A better-informed next step.

Bring your case documents together, understand where the matter stands, and review suggested actions before preparing the next document.

Explore the workflow

The case comes first.
The document follows.

A case may need more records, a closer review, or a demand draft. CaseBuilder uses the available context to suggest a path forward for the attorney to assess.

Explore the example’s overview, suggested next steps, demand structure, and a question to the record.

This interactive example uses fictional data and illustrates the intended workflow. It is not a live view of the app.

See the example case in CaseBuilder →
CaseBuilderIllustrative preview

Example injury matter · CB–001

A clearer picture of the case.

Pre-litigation

Review the record before moving forward.

The example file includes treatment records and an incident report. Final medical bills are still needed for demand preparation.

Case documents

Medical recordsAvailable
Incident reportAvailable
Final medical billsMissing

Suggested actions for attorney review

1

Complete the medical record

Obtain the final bills and confirm that treatment records are complete.

2

Review the case context

Check liability, treatment history, and documented damages.

3

Prepare the appropriate next document

Draft the pre-litigation demand when the case is ready.

Document structure · Example only

Pre-litigation demand

01   Incident & liability
02   Injuries & treatment
03   Medical expenses & damages
04   Settlement demand

Prepared from the case context. Reviewed and finalized by the attorney.

What does the demand still need?

Documented

Treatment records cover the emergency visit and follow-up care.1

Not in the record

Final medical bills have not been added to the case.

Every point cites its source in the record.

Case context → Suggested action → DraftAttorney in control

Fictional case. Illustrative workflow, not a live app session.

How it works

One case. A connected workflow.

01

Bring the case into focus.

Start with the documents you have: medical records, bills, incident reports, and case notes.

02

Understand what comes next.

Use the case context to assess its stage and review suggested next steps before moving forward.

03

Build the next document.

Prepare the appropriate output, including a pre-litigation demand, for your review and refinement.

Preparation with context

Build toward
a pre-litigation demand.

Use the documented facts to develop the narrative and organize the material that supports your demand.

  • Ask CaseBuilder: questions answered from the record, each citing its page
  • Medical record and treatment summaries
  • Injury narratives and documented damages
  • Pre-litigation demand drafts for attorney review, with every paragraph citing its sources
  • Revise any section with suggestions from the record, or rewrite a paragraph firmer, shorter, or plainer
  • Economics: what reaches the client, and the lien reductions to request
  • Exhibits built for you: organized by date and provider, ready for submission

Review the facts and the draft before using any output in your case.

CaseBuilder / Sample structure01

From the record
to a reasoned demand.

A structured starting point for attorney review.

Incident & liability

Bring the relevant facts and supporting case material into a coherent narrative.

Injuries & treatment

Connect the treatment history to the documented injuries and their impact.

Damages & demand

Organize the documented losses and prepare the demand for review.

The attorney reviews the facts, adjusts the draft, and decides what to use.

Prefer to delegate?

The same care.
A helping human hand.

Let our team prepare your pre-litigation demand with AI-assisted workflows and human review.

48 hours

Consecutive hours from receipt of complete documentation for the agreed scope.

  • Pre-litigation demand letters
  • Medical chronologies
  • Injury narratives

AI-assisted. Human-reviewed. Ready for your review.

Your next case, with more clarity

See what comes next.
Then build it.

Plans start at $299 a month, priced by the case, with up to 1,000 pages per case. Try your first case free. See platform pricing.