What is the Case Overview
After you have created a case and it has been fully processed, it will be displayed in your case overview. Click on "Open case" to access the case overview.
Not sure how to create a case? Feel free to check our article on case creation. You can find it here: Get Started: Creating a Case
Structure of the Case Overview
By default, after opening a case, you'll enter the overview screen and get a first glimpse of your case. You can see which case you're in at the top of the screen, right next to the legal-i logo.
Overview Categories
Directly below the case name, you'll find the overview categories of your case. These serve to separate and organize the case information thematically and professionally.
💡 By the way: Do you only see the general overview? Feel free to contact us, and we'll create a personalized overview category for you.
Case Questions
Below the overviews, you'll find the case questions. These are specific questions that our CasePilot was able to extract from the provided case information.
💡 By the way: Would you like to customize the questions in your case overview? Simply contact us, and we'll add your desired questions individually for you.
At the bottom of the information cards, you'll also find the creator of the information card, the referenced document, and notes from the CasePilot.
💡 By the way: Did you know that you can easily copy the content of case questions? Move your mouse to one of the cards and select the "Copy answer" button in the bottom right corner.
You can edit the answers or ask follow-up questions at any time. In the top right corner of the case question, you'll find three functions:
Edit answer
Ask another question
Expand case question
The Table of Contents
You'll find the table of contents with an overview of all current questions on the left. You can show or hide it as needed.
