Case-based recommendations
Available case information helps identify likely packet categories.
Appraisal packets
Review case information, recommend packet documents, and stage appraisal materials for confirmation.
What it does
A practical part of the firm’s workflow.
Appraisal packets use the selected case to identify potentially relevant packet materials and prepare a proposed package for confirmation. Users remain responsible for document selection, completeness, and the final communication.
Visible file selection
Recommended and selected documents remain reviewable before generation.
Staged packet output
Letters and combined materials are prepared only through the confirmation workflow.
How it works
What the team can expect.
Resolve the case and purpose
Confirm the matter, appraisal posture, recipient, and intended packet.
Review recommended materials
Add, remove, or replace files and confirm required case information.
Generate after confirmation
Inspect the finished package before sending, filing, or relying on it.
Build the packet from the case.
Review the available materials, select what belongs, and confirm the finished package.