Introduction to Cases

Cases in Whisperit are dedicated workspaces that help you organize all documents, information, and AI interactions related to a specific legal matter. Think of a case as a digital folder that brings together everything you need for a particular client matter or legal project.

What is a case?

A case is a centralized workspace where you can:

• Store and organize up to 1,000 files
• Add case description and details
• Interact with the AI assistant in the context of that specific matter
• Manage parties involved in the case
• Keep all related documents in one place
• Share the case with colleagues when collaboration is needed

Why use cases?

Organization

Cases help you keep different matters separate and organized. Instead of mixing documents and conversations from different clients or projects, each case maintains its own isolated workspace.

Context-aware AI assistance

When you work within a case, the AI assistant has access to all the case files and information, allowing it to provide more relevant and contextual responses specific to that matter.

Collaboration

Cases can be shared with workspace members, making it easy to collaborate with colleagues on the same legal matter.

File capacity

Each case supports up to 1,000 files, giving you ample space to store all relevant documents for even complex legal matters.

How cases help organize legal work

Client-based organization

Create a separate case for each client matter to keep all related work compartmentalized.

Project-based organization

Organize cases by legal project type (e.g., litigation, contract negotiation, due diligence).

Centralized information

All case details, files, parties, and AI interactions stay within the case workspace, making it easy to find what you need.

Easy access

Cases are accessible from the Cases page, where you can see all your cases at a glance and quickly open the one you need.

Case views

Whisperit organizes your cases into two tabs:

• My cases: Cases you've created or own

• Shared with me: Cases that colleagues have shared with you

This separation makes it easy to distinguish between cases you manage and cases where you're a collaborator.

Getting started with cases

To start using cases effectively:

1. Create a new case for each distinct legal matter

2. Give your case a clear, descriptive name

3. Add relevant files and information

4. Use the AI assistant within the case context

5. Share with colleagues when collaboration is needed