eCases: evaluating matter setup and a colleague handover

Illustrative evaluation. This fictional legal-practice scenario describes proposed demonstration checks. It does not report a customer deployment, legal outcome or measured time saving.

A small practice wants more consistent matter records without adding an extensive administration process. The proposed evaluation uses eCases, available now for customer demonstrations, to examine case creation and a handover between two colleagues.

Prepare a representative input

The practice provides a blank intake form and a fictional note describing an ordinary matter. The example includes a client reference, relevant documents and dates, together with one ambiguity that requires a person to resolve. No real client information is needed for this demonstration.

The team agrees what a satisfactory matter record must contain and which details should remain unresolved until reviewed. Those criteria provide a basis for assessing the assisted setup.

Review the AI-assisted case file

The demonstration converts the free-text input into a structured case file. A practitioner compares the record with the original note, checks important fields and corrects or completes the information where needed. The review should make clear which details came from the input and which require confirmation.

The purpose is to test a defined administrative task. Legal judgement and decisions about the matter remain with the practice. The eCases project record describes the case-management and assisted-creation capability behind this example.

Add documents and test the handover

The demonstration then adds representative documents and records the agreed administrative deadlines. A second colleague opens the matter and identifies the relevant material, outstanding questions and next action. The team records any information the colleague cannot find or interpret reliably.

If billing is part of the intended scope, the practice also reviews the supported billing records and the relationship with its existing finance process. Connections or functions beyond the demonstrated configuration are recorded as separate requirements.

Define the evidence for adoption

The practice records the steps completed, corrections required and manual work remaining. A pilot would measure administrative effort and record quality against its current process, while inspecting incorrect or incomplete outputs as carefully as successful examples.

The commercial review includes licensing, onboarding, any archive migration and support. Read the eCases legal case-management article or contact AIC to arrange a demonstration around your practice’s intake and matter workflow.