Case File Organization

1. Case description

In the legal field, a complete file is often a mixture of indictment, subject qualification certificate, evidence, procedural notice, trial transcripts and judgment documents. PilotDeck can classify and aggregate materials in dossier PDFs through natural language commands, and review the results one by one in the workspace. After sorting, various materials are organized into clear catalogs and independent PDFs, making it easy to locate and check by material type.

2. Applicable scenarios

It is suitable for scenarios where the structure is chaotic, the amount of data is large, and the content is complex, and materials need to be classified and reviewed according to the common organizational structure in the industry.

3. Automatic sorting of dossier materials

1) Example instructions

After citing the dossier PDF in the conversation, enter the instructions in the video:

This is a dossier material from the civil first instance. Please perform dossier clustering and aggregation.

2) Processing process

1) Locate files by material type

The responses in the video summarized ten categories of material. When checking, you can combine the classification summary and expand the corresponding directory in the file tree on the left:

  • Basic dossier materials and litigation initiation materials:Cover page, table of contents, case trial process management information table, as well as the complaint, notice of payment of litigation fees, etc.
  • Subject qualification materials and application materials:Proof of identity, power of attorney, lawyer's practicing certificate, application for disability appraisal, application for additional defendant, etc.
  • Evidence materials and court investigation materials:Traffic accident certificates, medical imaging examination reports, diagnosis certificates, medical bills, and judicial appraisal opinions, etc.
  • Procedural notification materials and trial transcript materials:Subpoenas, notices of evidence, and pretrial meeting transcripts, inquiry transcripts, etc.
  • Judgment documents and delivery materials:Judgment, confirmation of service address, notification of service address, etc.

2) Open the PDF to check the content

Click on the organized file to preview the corresponding material in the workspace. Check the name, text content, page order and category of the document, and combine it with the original file to confirm whether the material is complete; for scanned pages, handwritten content or cross-page documents, focus on checking the identification and splitting results.

cpm for legal (lantay) is a legal AI agent built on PilotDeck.
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