Attorney Tools Guide

Overview

When you open any case, you'll see attorney-exclusive tabs in the workspace alongside the standard tools (Messages, Attachments, Calendar, etc.). These tabs are only visible to users with the attorney role.

How to Navigate to Attorney Tools

1. Go to your Dashboard — Click "My Cases" in the top-right user menu, or press Cmd+K and type "Dashboard".
2. Open a case — Click any case card to enter the case workspace.
3. Find the Attorney Tools bar — Below the case header, you'll see the "Attorney Tools" card with "Research Law" and "Draft Document" links.
4. Find the workspace tabs — Below the Attorney Tools bar, you'll see the tab buttons. The attorney-exclusive tabs (Financial, Deposition, Cross-Exam, Discovery) appear after the shared tabs.

1. Research Law

Quick-action link in Attorney Tools bar

Purpose: Search state-specific statutes, case law, and legal precedents. Every response includes mandatory citations with links to official .gov sources.

Value: Eliminates hours of manual legal research. Get statute citations in seconds instead of searching through legal databases.

How to Use

1. Click "Research Law" in the Attorney Tools bar.
2. The chat input at the bottom of the page will be focused with "Research state law on " pre-filled.
3. Complete your query — e.g., "Research state law on equitable distribution in Virginia".
4. Press Enter or click Send.
5. The AI will respond with relevant statutes, citations, and source links specific to the case's state.

2. Draft Document

Quick-action link in Attorney Tools bar

Purpose: Draft motions, rebuttals, engagement letters, court arguments, and other legal documents. All drafts include statute citations and are formatted for attorney review before filing.

Value: First drafts in minutes instead of hours. You review and refine — the AI handles the boilerplate, citations, and formatting.

How to Use

1. Click "Draft Document" in the Attorney Tools bar.
2. The chat input will be focused with "Draft a " pre-filled.
3. Complete your request — e.g., "Draft a motion for temporary custody based on the case facts".
4. Press Enter or click Send.
5. The AI drafts the document with proper legal formatting and statute citations.
6. Export as PDF or DOCX from the Messages panel.

3. Financial Discrepancy Detection

Financial tab in case workspace

Purpose: Analyze financial documents to detect hidden assets, unusual withdrawals, income inconsistencies, and potential fraud. Uses a 3-stage AI pipeline: extraction, cross-referencing, and report generation.

Value: Catches financial discrepancies that manual review might miss. Particularly useful in high-asset divorces or cases where one party is suspected of hiding income.

How to Use

1. Open a case and click the "Financial" tab.
2. Upload or attach financial documents (bank statements, tax returns, pay stubs) via the Attachments tab first.
3. Click "Start Analysis" in the Financial panel.
4. The AI analyzes all financial documents in three stages: data extraction, cross-referencing between documents, and discrepancy report generation.
5. Review the findings — each discrepancy includes the source document, page reference, and severity level.

4. Deposition Prep

Deposition tab in case workspace

Purpose: Generate 20–100 categorized deposition questions based on the case data, financial records, and party statements. Questions are organized by topic (custody, finances, timeline, credibility).

Value:Comprehensive deposition preparation in minutes. The AI identifies areas of weakness in the opposing party's position and generates targeted questions.

How to Use

1. Open a case and click the "Deposition" tab.
2. Ensure the case has sufficient data — party information, financial details, and any uploaded documents improve question quality.
3. Click "Generate Questions".
4. Review the categorized questions. Each question includes the rationale and the case fact it targets.
5. Export the question list as PDF or DOCX using the export button.
6. Edit or reorder questions as needed before the deposition.

5. Cross-Examination Assistant

Cross-Exam tab in case workspace

Purpose: Analyze statements made across interrogatory answers, deposition transcripts, and sworn disclosures to detect contradictions. Each contradiction includes exact citations from the source documents.

Value: Finds contradictions that would take hours of manual cross-referencing. Essential for preparing cross-examination of the opposing party or defending your client against inconsistency claims.

Requirement: At least 2 documents must be uploaded to the case (e.g., interrogatory answers + deposition transcript).

How to Use

1. Upload at least 2 documents containing party statements (interrogatories, depositions, sworn disclosures) via the Attachments tab.
2. Click the "Cross-Exam" tab.
3. Click "Start Analysis".
4. The AI runs a 3-stage pipeline: statement extraction, cross-referencing across documents, and contradiction report generation.
5. Review each contradiction card — it shows the conflicting statements side by side with exact document citations (document name, page, paragraph).
6. Export the full report as PDF for use in court preparation.

6. Discovery Analyzer

Discovery tab in case workspace

Purpose: Cross-reference interrogatory questions against document production responses to identify which questions have been fully answered, partially answered, or not answered at all. Generates a structured Discovery Digest with completeness assessments and gap analysis.

Value: Eliminates hours of manual cross-referencing between interrogatories and production responses. Instantly see which questions have gaps and what documents are missing — essential for motion to compel preparation.

Requirement: Two documents must be uploaded — one containing interrogatory questions and one containing document production responses.

How to Use

1. Open a case and click the "Discovery" tab.
2. Upload your interrogatory questions document (PDF, DOCX, or TXT) in the first upload zone.
3. Upload your document production responses in the second upload zone.
4. Click "Analyze" to start the 3-stage pipeline.
5. The AI extracts questions, extracts production items, then matches and analyzes them.
6. Review the Discovery Digest — each question shows matched documents, a completeness badge (Complete ✓, Partial ⚠, Missing ✗), and gap notes explaining what's missing.
7. Export the digest as PDF or DOCX for use in court preparation or motion to compel filings.

7. Asset Division Scenario Planner

Scenarios tab in case workspace (available to all roles)

Purpose: Create and compare multiple asset division scenarios side by side. Model different splits of property, retirement accounts, and debts to see the financial impact of each option.

Value: Helps attorneys and clients visualize settlement options objectively. Useful for negotiation preparation and settlement conferences.

How to Use

1. Open a case and click the "Scenarios" tab.
2. Click "New Scenario" to create a division plan.
3. Assign assets and debts to each party using the sliders or input fields.
4. Create multiple scenarios to compare different approaches.
5. Use the Comparison View to see scenarios side by side with net value calculations.

8. Search Precedents

Coming soon — included with paid Attorney plan

Purpose: Search case law precedents and court decisions relevant to your divorce case. Find rulings on custody factors, equitable distribution, spousal support, and more.

Value: Quickly find relevant precedents to strengthen motions, settlement arguments, and court filings without leaving the platform.

This feature is included with the Attorney plan at no additional cost and will be available after the beta testing phase.

9. Premium Subscription Services

Coming soon — included with paid Attorney plan

Purpose: Access external legal research databases and professional services directly from your workspace — no separate subscriptions needed.

Value: All premium services are bundled into the Attorney plan at no additional cost. One subscription, everything you need.

These services will be available after the beta testing phase for customers with a paid Attorney plan.

Tips for Best Results

• • Upload documents first — The Financial, Deposition, and Cross-Exam tools all work better with more case data. Upload financial records, interrogatory answers, and deposition transcripts before running analyses.
• • Fill in case details — The more complete the case information (party details, children, financial overview, property), the more targeted the AI's output will be.
• • Use Cmd+K — The command palette (Cmd+K) lets you jump to any page instantly. Type "Dashboard", "Settings", "Marketplace", or "New Case".
• • Export everything — Deposition questions and cross-examination reports can be exported as PDF or DOCX for use outside the platform.