Analyse a case with AI: from documents to a verifiable summary
An initial case review separates established facts, allegations and missing information.
An initial case review separates established facts, allegations and missing information. Annalise's document analysis can help prepare that summary. Define a question and an output format before selecting the material so the result has a clear purpose.
Prepare the documents
Check that pages are legible, complete and correctly ordered. An unreadable scan or missing appendix can distort the review. Distinguish the signed agreement from its draft and a party's statements from supporting evidence. Keep a list of the documents supplied: it defines what the summary can reasonably cover and helps explain later omissions.
Request a traceable output
To prepare a meeting, request a chronology, disputed points and documents still needed. Ask for important facts to refer to their source document and page where available. A useful instruction is: “Separate documented facts, parties' allegations and absent information. Do not invent missing dates.” Adapt the requested structure to the actual purpose of the review.
Check decisive details
Open originals to verify dates, amounts, identities and quotations. Look for contradictions with the evidence instead of rereading only the generated text. Turn uncertainties into client questions or research tasks. A summary does not determine the evidential weight of a document and cannot replace the professional's legal analysis.
Keep the reviewed summary with the list of examined documents. This creates a working note whose scope remains understandable when the matter is reopened.
ANNALISE
An initial case review separates established facts, allegations and missing information.