Choose the right area
Use the sections available on your matter. The example workspace includes:
Expand Matter or Case Assets to reveal the relevant navigation. Your firm’s configuration and your access can affect the sections you see.
An auto-accident demonstration matter with Negotiations selected. This example has no negotiation entries yet.
Open Medical Analysis
From Matter → Medical, select Open Medical Analysis. The workspace has an injury overview, treatment timeline, and document views. Review the source documents alongside any analysis before using its contents in case work.Keep shared work with the case
Use Documents for matter drafts and case tags for your organization’s labels. A checklist generated in Ask Presolve can help organize a review, but the answer alone does not create tasks or obtain records. For accounting work, begin with invoice review and staging. Review individual disbursements to check their recorded payment status.Record a deposition
Open Matter → Depositions, then Add Deposition. The form includes date, deposed person’s name and role, status, deposition type, specialty, notes, and file selection. Check the required-field indicators and attach the correct supporting file before saving. Use the person’s role and deposition type to distinguish records with similar names. Review the saved entry and its file together; a deposition record should describe what actually occurred or is scheduled under your team’s process.Link an associated party
Open Associated Parties to search linked people and organizations by name or narrow the list with role-category and contact-information filters. In Add Contact Role, choose the role first, then search for an eligible contact or use the contact-creation option. Review the contact identity and any relationship notes before linking it. These roles describe relationships such as witness; they do not grant application access.Review employment and wage information
Employment includes estimated lost wages and future projections, employer search/add controls, pay, employment status, missed-work fields, wage verification, and notes. Compare these values with the supporting information before relying on a total. An employer’s Remove control affects that relationship, so confirm the selected entry before using it.Inspect activity history
Case History provides an Include Lead History switch, action/staff search and filtering, and sortable or filterable action, staff, details, and timestamp columns. Review the selected filters when looking for an earlier event. A blank filtered view does not establish that no activity occurred.Explore Medical Analysis views
The Medical Analysis workspace separates summary, timeline, and document review:
If a timeline is empty, inspect the filters and available source documents before concluding that treatment is missing. If Flagged Only is selected, clear it to inspect the broader document list. The availability of these views does not establish that extraction or analysis has completed for every file.
For a closer walkthrough, see Medical Analysis.