Expert Witness Case Management

AI-Powered Paralegal Workflow & Document Intelligence

A web-based platform that automates document indexing with AI-powered summaries, keyword search, and review-time estimation — paired with a centralized case management system for tracking deadlines, status, and client information.

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Module 1

AI-Powered Document Indexing

Eliminate hours of manual spreadsheet creation and enable rapid case orientation

Automated File Ingestion

Connect your cloud storage case folders and the system automatically scans and processes all files — PDFs, Word documents, images, and more. Re-indexes as new files are added.

AI-Generated Summaries

For each document, the AI generates a one-sentence description and a detailed summary of the contents, allowing you to understand relevance and substance without opening the file.

Estimated Review Time

Based on document page count and your established review rate, the system calculates and displays the estimated time to review each document for rapid budget estimation.

Keyword Search & Density

Search across all documents in a case for specific keywords. The system identifies which documents contain your keywords and provides density metrics to find critical evidence.

Document Ranking

Rate documents on a 1–5 scale to prioritize review. Flag high-priority documents for team members, ensuring the most critical evidence is reviewed first.

Notes & Collaboration

Add notes and comments to any document entry directly within the platform. Track observations, flag findings, and collaborate on case analysis without leaving the system.

Module 2

Case Management System

No more scattered spreadsheets or manual tracking — everything lives in one place

Case Details & Status

Each case has a dedicated profile with all relevant details: case name, number, type, jurisdiction, incident date, current status, and outcome.

Deadline Management

Track discovery due dates, report deadlines, deposition dates, trial dates, and statute of limitations with visual indicators for upcoming and overdue items.

Client & Attorney Info

Store and manage contact information for all parties — retaining attorneys, opposing counsel, clients, and other contacts. Access details from within the case profile.

Expert Assignment

Track which expert or attorney is assigned to each case along with their role, hours logged, and billing status. Supports team growth with accountability and oversight.

Case Dashboard

A high-level dashboard showing how many cases are active, upcoming deadlines, total hours in progress, and pipeline metrics for informed business decisions.

Chronological Sorting

Sort documents and case entries by date, file type, page count, file size, or relevance ranking with direct hyperlinks to open each file.

Module 3

AI Case Chat Bot

Have intelligent conversations about your cases and documents — ask questions, get instant answers grounded in your actual case data

Case-Aware Conversations

Ask questions about any case and get instant answers grounded in the actual documents, summaries, and notes in the system. The AI understands the full context of each matter.

Document Deep Dives

Point the chat bot at a specific document — or a set of documents — and ask it to explain contents, compare findings, identify contradictions, or locate specific facts.

Cross-Case Analysis

Ask the AI to find patterns, precedents, or similarities across multiple cases. Surface connections that would take hours of manual review to uncover.

Natural Language Queries

No complex search syntax required. Ask questions in plain language — "Which documents mention the incident on March 5th?" — and get precise, sourced answers.

Module 4

AI-Assisted Email Management

Triage incoming inquiries, draft responses, automate follow-ups, and maintain a complete communication trail for every case

Incoming Case Inquiries

The AI triages incoming emails, identifies which case they relate to, and drafts appropriate responses for your review — reducing response time from hours to minutes.

Follow-Up Automation

Automatically generate follow-up emails for pending document requests, outstanding attorney responses, and upcoming deadlines. Review and send with one click.

Draft Review Correspondence

Generate professional emails to retaining attorneys, opposing counsel, and clients using case context. The AI drafts; you approve.

Communication History

All email activity is logged to the relevant case profile, creating a complete communication trail accessible to the entire team.

Module 5

Expert Report Drafting

Leverage case notes, document summaries, and keyword findings to generate structured draft expert reports — ready for your review and refinement

AI-Generated Draft Reports

The AI compiles case notes, document summaries, keyword findings, and your annotations into structured draft expert reports ready for your review and refinement.

Evidence-Linked Sections

Each section of the draft report is linked back to the source documents and notes, making it easy to verify claims and add supporting citations.

Template-Based Formatting

Configure report templates for different case types. The AI follows your preferred structure, headings, and formatting standards consistently across all reports.

Iterative Refinement

Review, annotate, and request revisions directly within the platform. The AI incorporates your feedback and regenerates sections until the report meets your standards.

Module 6

Time Tracking & Billing

Track hours, manage billing rates, and get financial visibility across every case and team member

Per-Case Time Logging

Track hours worked on each case by expert, attorney, or team member. Log time directly from the case profile or document review screen with one click.

Billing Rate Management

Set hourly rates per team member and case type. The system automatically calculates billable amounts for engagement letters, invoices, and client communications.

Activity-Based Tracking

Categorize time entries by activity type — document review, report writing, deposition prep, meetings — for detailed billing breakdowns and capacity planning.

Financial Dashboards

See total hours, revenue, and billing status across all cases at a glance. Track which cases are profitable and where team resources are being allocated.

Module 7

Document Request Automation

Automate the preparation, tracking, and management of discovery document requests from start to finish

Discovery Request Generation

Automatically generate discovery document requests based on case details, document index findings, and keyword analysis. Produce professional, formatted requests ready to send.

Request Tracking

Track the status of every document request — sent, received, pending, overdue. Visual indicators ensure nothing falls through the cracks during discovery.

Response Matching

When documents arrive in response to requests, the system matches them to the original request, flags gaps, and identifies documents that were requested but not provided.

Compliance Checklists

Generate compliance checklists for discovery obligations. Track what has been produced, what is outstanding, and what deadlines are approaching.

Module 8

Deposition & Testimony Prep

AI-assisted preparation for depositions and trial testimony — outlines, cross-exam prep, evidence binders, and visual exhibits

AI-Generated Deposition Outlines

The AI analyzes your case documents, report drafts, and key findings to generate structured deposition outlines — organized by topic, with references to supporting evidence.

Cross-Examination Preparation

Identifies potential cross-examination questions based on your expert report, case materials, and known opposing arguments. Helps you prepare strong, evidence-backed responses.

Evidence Binder Organization

Automatically assembles organized evidence binders with key document excerpts linked to specific testimony points. Print-ready or digital for use during deposition and trial.

Prior Testimony Review

Surfaces relevant statements from prior depositions and testimony within the same case. Ensures consistency and flags potential contradictions before you take the stand.

Visual Timeline & Exhibit Prep

Generate chronological timelines of key events from case documents. Prepare visual exhibits and demonstratives for clear, compelling courtroom presentation.

Testimony Talking Points

Distills complex findings into concise, plain-language talking points for testimony. Organized by topic with supporting document references at your fingertips.

Module 9

Custom Modules

Purpose-built modules designed around your unique workflows, data requirements, and practice area — if you can describe it, we can build it

Built to Your Workflows

Every practice is different. We design and build custom modules around your specific processes, data requirements, and case types — not a one-size-fits-all template.

Domain-Specific AI

Custom AI models trained on your area of expertise — medical records analysis, engineering failure assessment, financial damage calculations, or any specialized domain.

Third-Party Integrations

Connect to external systems your practice relies on — court filing systems, accounting software, external databases, or specialized industry tools.

Scalable & Extensible

Custom modules are built on the same platform architecture, so they integrate seamlessly with all existing modules and scale as your practice grows.

Platform & Technology

Web-Based

No software installation — access from any browser on desktop, laptop, or tablet.

Cloud Storage Integration

Direct connection to OneDrive or other cloud storage for seamless file ingestion.

AI Processing

Powered by advanced LLMs for document summarization, keyword extraction, and analysis.

Secure Hosting

Hosted on secure cloud infrastructure with encryption and access controls for legal work.

Scalable Architecture

Designed to grow as caseload increases and new modules are activated.

Ongoing Maintenance

Hosting, AI compute costs, and platform maintenance included in monthly fee.

Pricing

Transparent pricing designed to scale with your business

Essentials

$5,000 setup

$500/month
  • 2 standard modules
  • Choose any 2 of 8 modules
  • Cloud storage integration
  • AI compute & hosting included
  • Team training & documentation
  • Ongoing support & maintenance
Popular

Professional

$7,500 setup

$750/month
  • 4 standard modules
  • Choose any 4 of 8 modules
  • Cloud storage integration
  • AI compute & hosting included
  • Team training & documentation
  • Ongoing support & maintenance

Complete

$10,000 setup

$1,000/month
  • All 8 standard modules
  • Full platform access
  • Cloud storage integration
  • AI compute & hosting included
  • Team training & documentation
  • Priority support & maintenance

Enterprise

Custom setup

Custom
  • All 8 standard modules
  • Custom-built modules
  • Custom integrations
  • AI compute & hosting included
  • Team training & documentation
  • Dedicated support

Ready to Transform Your Case Workflow?

Eight standard modules plus custom builds to handle every aspect of your expert witness practice — from document review through testimony prep, all in one platform.

sales@cur8ai.com · cur8ai.com