Find
Get to the treatment event, provider, or date in the case view.
For litigation paralegals
Stop re-finding the same page.
Turn repeated PDF searches, notes, bill checks, and follow-ups into a reviewable case workspace.
The daily reality
Paralegals often do the invisible work of reconnecting a fact to its source. That trail should survive the next question, handoff, and document arrival.
THE CONNECTED WORKFLOW
“More of the day can go to resolving the parts that require judgment, and less to retracing yesterday's searches.”
From intake to handoff
A practical review path for your team.
Each step remains tied to the matter and the received record set.
Verify
Open the exact page instead of repeating a PDF-wide search.
Resolve
Track missing material and billing exceptions with a clear next step.
Hand off
Pass reviewed material and open questions to the attorney.
In context
A question the team actually faces.
An attorney asks when physical therapy restarted. The paralegal opens the timeline, checks the source page, and shares the verified date with context.
The example is fictional. A reviewer still checks the original page and decides what belongs in case work.
SOURCE-LINKED REVIEWFrom event to original page
Chronology rowSource pageReviewer decision
Evidence is available at the point of review, so the case context is easier to keep intact.
See it in context
Show me the paralegal workflow.
Explore the litigation paralegals workflow in a 15-minute product conversation. No confidential records are needed for the first demo.