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Contents of a Document Page

Contents of a Document Page

The entire Document is viewable and searchable so you may assess whether it’s relevant to your needs or whether you need to view a different Document:   

 

Document Tools Menu

Complaint Tools: 
  • Key Facts - Extracts important facts surrounding the causes of action and legal claims made in a complaint to facilitate easy reviews and cross-checks.
  • Defense Rec - Analyzes your complaint then provides defense recommendations based on the allegations and causes of action found in the complaint.
  • Statute of Limitations - Analyzes a complaint and its causes of action to provide general statutes of limitations based on the complaint’s state jurisdictions.
  • Relief Sought - Quickly identify what monetary or non-economic damages are being asked for in the complaint.
  • Causes of Action - Quickly identifies and extracts all causes of action that are found in a complaint.

Document Analysis:

  • Analyze Argument - Synthesizes the following to enhance comprehension:
    • Background
    • Key Facts
    • Arguments Presented Organized by Cause of Action
    • Conclusion 
  • Key Evidence - Pinpoints facts presented and analyzes what may be missing from the argument
  • Key Witnesses - Built for discovery preparation, identifies parties and their involvement in the case 
  • Decode Legalese - Designed specifically for correspondence with non-legal audiences 

Review Tools:

  • Create Timeline - Extracts chronological information to clearly identify key dates
  • Summary Tasks (Short and Detailed Options) - Creates digestible summaries of complex topics included in the document 

Research/ Writing Tools:

  • Search Terms - Built specifically for additional Boolean searching, this tool generates search strings to aid you in locating related documents on Smart Search. Copy and paste into the main search bar for use
  • Extract Citations - Generates a list of case law and statutory citations included in the document
  • Client Update - Distills the document into a short legal summary 

For more details, be sure to review your Trellis AI Quick Start Guide or reach out to your dedicated customer success manager for clarification.

Case Metadata Links on Document Pages

On every one of our pages (including Document pages), you’ll find valuable case metadata for the case that the filed Document, Ruling, or Docket page is related to. To review this information on the Document page, click Document Info, which appears on the right hand side of the tools menu.  

  • Wherever you see a link to a judge, clicking the link will bring you to the Judge’s Biography and/or Judge Analytics.  
  • Wherever you see a link to a case number, clicking the link will bring you to the court Docket for the case.  
  • Wherever you see a link to a party name (which includes individual litigants as well as their attorneys), clicking the link will run a search for this party across the jurisdiction you have selected.  Clicking on a party will help you find any other litigation the party has been involved in, both historically and pending.