-1.png?width=600&height=126&name=LP%20Logo%5B96%5D%5B85%5D%20(1)-1.png)
Table of Contents
- The Home Screen — Active Cases
- Creating a New Case
- Uploading Medical Records
- The TimeLineD Tab — Overview
- The Snapshot — Case Summary
- The Visual Timeline
- The Timeline Table
- Filtering and Grouping
- Inspecting Events and Source Records
- Casey — Your AI Case Assistant
- SpecialsAI — Bills and Specials
- Exporting the Timline
- Help/Submit Feedback
1. The Home Screen — Active Cases
When you log in to LawPro.ai, you’ll land on the Active Cases page. This is your home base — you’ll see all of your cases listed with key details including client name, case name, incident date, date of birth, assigned user, and the last update date.
Use the search bar at the top to quickly find any case by typing a case name, client name, or incident date.
2. Creating a New Case
To create a new case, click the "+ Add Case" button in the top-left corner of the Active Cases page. You’ll be prompted to fill in four fields:
Case Name — A common case reference like a case name, case ID, or case number. Check with your firm for a standard naming convention. Many firms simply use the client’s name.
Client Name — Enter the full first and last name. No commas, titles, or nicknames. For cases with multiple plaintiffs, create a separate case for each individual.
Client Date of Birth — Format: MM-DD-YYYY.
Incident Date — Format: MM-DD-YYYY. This date anchors the analysis and appears as the red dashed line on the Visual Timeline.
|
Important: The client name, date of birth, and incident date cannot be changed after the case is created. These are the key pieces of information that our platform uses to ground its analysis to the records — so double-check before you hit Save. |
3. Uploading Medical Records
After saving your case, you’ll land on the FileLens tab. On the right side, you’ll see the Upload Files portal.
Simply drag and drop your PDF files into the upload area, or click Browse to locate them on your computer.
As soon as a file name appears in the list below, it’s on our servers and being processed — even if your computer loses power, your files are safe.
Understanding the Status Column
The Status column tracks the analysis progress for each file. It starts at zero, fills to 100%, and then displays a green checkmark when processing is complete. A summary of each individual file is also auto-generated.
|
Tip: As a rough guide, 500 pages takes about 20–30 minutes to process. For larger cases, upload records before you leave for the day so everything is ready when you come in the next morning. |
4. The TimeLineD Tab — Overview
Once your records are processed, navigate to the TimeLineD tab. This is the core of the platform and where you’ll spend most of your time.
The TimeLineD tab is divided into three modules:
Snapshot — A high-level, AI-generated case summary.
Visual Timeline — A scatter chart plotting all events by type.
Timeline Table — A detailed chronological list of every extracted event.
Each module can be collapsed using the caret icon (^) on the right side to reduce visual clutter.
↑ Return to top
5. The Snapshot — Case Summary
The Snapshot provides a high-level summary of the entire case in one to two paragraphs, pulling directly from the medical records.
In the top-right corner of the Snapshot, you’ll find two icons:
Copy icon — Copies the summary text so you can paste it into a document, email, or any other application.
Pencil icon — Opens the Snapshot for editing, so you can make adjustments as needed.
Note the "Last Updated" timestamp just below the Snapshot heading. This tells you when the analysis was most recently refreshed — helpful for confirming that the latest batch of records has been incorporated. The Snapshot automatically updates when new files are added.
|
Tip: Use the caret icon (^) on the right side of each section to collapse it when you want to focus on a different part of the page. |
6. The Visual Timeline
The Visual Timeline is a scatter chart that plots every event extracted from the records, organized by event type — injuries, diagnoses, treatments, medications, imaging, red flags, and more.
The dashed red line marks the Date of Incident.
Navigation tips:
- Hover your mouse over the red line and scroll in/out to zoom.
- Click and drag to pan left and right.
- Hover over any dot to see the event details.
- Click on a dot to jump to that event in the Timeline table below.
Use the "Group by" dropdown at the top left to switch between Event Type and Medical Organization views.
7. The Timeline Table
Below the Visual Timeline is the Timeline table — a detailed, chronological list of every event extracted from the records.
Each row includes the date, a summary of the event, the event type (color-coded), the medical organization, the care provider, and the number of source pages linked to it.
At the top, color-coded badges show the count of each event type — Visits, Treatments, Diagnoses, Red Flags, Surgeries, Imaging, and more. Click any badge to quickly filter the view to that event type.
What are Timeline Events?
Red Flags
Red Flags are items the platform has identified as potentially impactful to the case — things like drug or alcohol use, behavioral issues, or significant changes in pain scores. These aren’t definitive assessments, but flags to ensure you’re aware and can factor them into your case strategy.
8. Filtering and Grouping
Filters
Below the search bar, you’ll find filter options for Date, Event, Medical Org, Care Provider, and Files. These filters stack together, so you can combine multiple to narrow down exactly what you’re looking for.
For example, you might filter to show only Treatments from a specific Medical Organization — or show everything after the incident date.
Group By
The "Group By" feature on the right side allows you to change how events are organized. Available grouping columns:
Date — Events grouped by unique date (day-by-day view).
Type — Events grouped by event type.
Medical Org — See each provider’s involvement at a glance.
Care Provider — Useful for identifying key treating physicians.
Files — Group by source document.
You can select multiple grouping columns to create nested groupings — for example, group by Medical Org first, then by Care Provider within each org.
↑ Return to top
9. Inspecting Events and Source Records
To dive deeper into any event, simply click on the row in the Timeline table. A detail panel will open showing:
Summary — An AI-generated summary of the event.
Details — Extended information with additional context.
Source pages — The exact pages from the medical records that correspond to this event.
Click on any source page to view the original medical record. You can zoom in, click and drag to navigate around the page, or open it in a new tab for a larger view.
If a particular source page is the most relevant, you can pin it so it appears first whenever you return to that event.
|
Trust but Verify: Every claim on the platform is sourced directly from the records. The ability to inspect source pages is built into every layer — from the Timeline table to Casey’s responses. |
Events can also be archived if they are not relevant to the case. Use the archive option within the event detail panel. Archived events can be viewed by toggling to the “Archived” tab at the top of the Timeline.
10. Casey — Your AI Case Assistant
Casey is an AI-driven case assistant built into the platform. Access Casey by clicking the "Ask Casey" button — located in the top-right area of the TimeLineD tab or in the bottom-right corner of the page.
Getting Started with Casey
Click "New Chat" to start a conversation. Casey will display suggested prompts tailored to common use cases:
- Draft a demand letter
- List pain scores over time
- What are the objective findings of injury?
- Identify strengths and weaknesses of the case
Select any suggestion, or type your own question. Casey is fully interactive — you can ask follow-up questions, request changes, or ask for different formatting.
Citation Bubbles
When Casey responds, you’ll see numbered citation bubbles throughout the text. Each number corresponds to a specific event in the Timeline. Click on any bubble to directly open the source event and verify the information in the original records.
Tips for Using Casey
Copy responses — Use the copy button to grab Casey’s output and paste it into a document, email, or the Snapshot notes section.
Iterate — Ask Casey to make revisions: make it more concise, add more detail, switch to bullet point format, etc.
Privacy — Casey chats are currently private to your account. Other users on your team will not see your conversations.
Use your templates — If you have a preferred demand letter format, paste it into the chat and ask Casey to draft using that template.
↑ Return to top
11. SpecialsAI — Bills and Specials
The SpecialsAI tab automatically analyzes any billing records uploaded to the platform. All bills and specials are extracted and organized by:
Service Dates — When the service was provided.
Medical Organization — The billing provider.
Total Charges — The full amount billed.
Personal Payments — Out-of-pocket amounts.
Insurance Payments — What insurance covered.
Total Adjustments — Any adjustments applied.
Summary totals are displayed at the top of the page for a quick overview of the full damages picture.
Just like in the Timeline, you can click into any line item to view the source record. Use the edit icon to correct any values, and use "Export to Excel" to download a clean spreadsheet of all billing data.
|
Tip: If a bill is not relevant to the case, you can archive it. The platform also groups bills by Medical Organization with expandable rows showing individual invoices. |
12. Exporting the Timeline
Click the "Export As" button located above the Timeline table. You have three export options:
|
Format |
What It Does |
|
|
Combines all records into one document with the case summary, every timeline event, and hyperlinks that navigate directly to the source pages. Most popular option. |
|
Excel |
Clean spreadsheet of all events — date, summary, event type, medical org, and care provider. |
|
Word |
Exports a filtered view based on your current filters. Great for preparing deposition summaries or provider-specific reports. |
|
Tip: Exporting as PDF will allow you to navigate directly to the source records using the hyperlinks under each event. This is especially useful for sharing a complete case package with colleagues or opposing counsel. |
13. Need Help/Submit Feedback
If you have any questions or need assistance at any point, don’t hesitate to reach out to your Customer Success Manager, or email support@lawpro.ai. We’re here to make sure you get the most out of LawPro.ai.
If you ever need to report an issue or request a new feature, click the green "Submit Feedback" button in the top-right corner of the page.
From the dropdown, select the type of feedback you'd like to provide. If there's an issue with how a specific event was extracted in the timeline, select "Case Timeline" — you'll see a list of all events in the case. Find the one in question and type your feedback into the corresponding text box. If there's a general issue with the case, select "Case General" and describe the issue in the free-form field. The same applies for "Case File Upload" if you're experiencing an issue with a specific file.
And if you have an idea for a new feature or improvement, select "Feature Request" and let us know — we're always looking to make the platform better based on your input.
Welcome to LawPro.ai!