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Trellis AI
How to Generate an Attorney Analysis Report
There are multiple paths to generate an attorney analysis report.
Homepage Navigation
Navigate to Trellis AI in the top navigation bar on any page of our website. Then click Attorney Analysis in the drop-down menu.
From here, you can search by First Name, Middle Name, Last Name, State, and Bar Number.
Good to know: Including the middle name and bar number is optional in your search.
You may encounter multiple entries of attorneys with similar names. From here, it’s easy to scan by location, bar number, email address, or business name/address to ensure you select the correct attorney.
Once you have located your specific attorney, click the 'Get Attorney Analysis' button located on the right-hand side of the page.
Your Attorney Analysis Reports will appear in your Trellis AI workspace once they are ready. You can also check your notifications on the Trellis platform for updates.
Pro-Tip: You can save the report to an existing folder or download the report
Generating an Attorney Analysis Report from the docket on Trellis.
To generate an Attorney Analysis report, while researching your case and browsing the docket, click the 'Attorney Analysis' button in the party section of the docket for the opposing party. You can also create this report from email alerts that include the attorney's name.
You can learn more about reviewing and understanding the Attorney Analysis Report HERE.
If you have questions about your attorney analysis report, feel free to reach out to your dedicated customer success manager or contact the team by emailing Success@Trellis.law.