Case Planning & Workflow Management
The Case Planning tool is designed to help you tackle complex, multi-step casework in an organized, transparent, and review-friendly way. It’s especially useful when work needs to happen in stages and approvals matter.
When to Use Planning Mode
Planning Mode is ideal for:
Multi-step workflows - Tasks that require coordination across multiple tools or phases.
Document review projects - Reviewing multiple documents to extract facts, identify issues, or build timelines.
Proposal-driven workflows - Any work that involves reviewing and approving proposed facts, issues, or changes before moving forward.
Complex analysis - Breaking large or complicated tasks into clear, manageable steps.
How Planning Mode Works
1. Create a Plan
When you request a complex task, Planning Mode generates a structured checklist that clearly outlines the work ahead. To trigger Case Planning mode, simply instruct the AI Assistant to do something complex, such as:
"Review the depositions and propose facts about liability"
"Extract all facts related to child custody from the documents"
"Analyze the financial documents and create issues for the motion"
"Review all medical records and propose facts organized by injury type"
The AI will propose a plan of action and guide you to progress through each step in the proposed plan. Each plan includes:
Context - Relevant background such as existing issues, claims, documents, or case goals.
Objective - A clear statement of what the plan is designed to accomplish.
Steps - A detailed breakdown of tasks, each marked with a status indicator:
[ ]Pending – Not started yet[→]In progress – Currently being worked on[x]Completed – Finished
This gives you full visibility into the scope and structure of the work before it begins.
2. Execute with Live Updates
As work progresses:
The checklist is updated in real time
You can see exactly which step is currently in progress
The plan can evolve if new information is discovered or priorities change
This ensures the workflow stays flexible while remaining easy to follow.
3. Approval Checkpoints
Whenever Planning Mode proposes changes—such as new facts, issues, or updates—it pauses for your review.
At each checkpoint, you can:
Approve the proposal
Request changes
Ask questions
Cancel or redirect the workflow
Once approved, the plan continues to the next step.
Example Workflow
If you ask: “Extract all facts about the incident from the case files.”
Planning Mode might generate a plan like this:
## Plan: Extract facts about the incident
CONTEXT:
- Issue: "Negligence - Failure to Maintain Premises"
- Claim: "Premises Liability"
GOAL: Extract facts in thematic groups
- [x] Search for existing issues and claims
- [x] Find documents related to incident
- [x] Identify 5 relevant documents
- [→] Review Incident Report.pdf
- [ ] Review Witness Statements.pdf
- [ ] Propose facts: incident timeline
- [ ] Review Medical Records.pdf
- [ ] Propose facts: injuries and damages
This approach keeps complex review work structured and easy to audit.
Best Practices
Thematic organization - Related work is grouped together (for example, liability facts separate from damages facts) to make proposals easier to review.
Focused proposals - Instead of proposing dozens of facts at once, work is broken into smaller, reviewable chunks.
Built-in flexibility - Plans adapt as new documents or facts are discovered.
Full transparency - You can always see what’s been completed, what’s in progress, and what’s coming next.
You’re Always in Control
At any approval checkpoint, you decide how to proceed:
✅ Approve – Continue with the plan as proposed
🔄 Modify – Adjust the workflow (for example, “Skip that document and move to the next one”)
❓ Ask – Clarify why a step or document is included
🛑 Cancel – Stop the current workflow entirely
Planning Mode ensures that complex casework moves forward efficiently—without ever taking control away from you.
For additional tips on using AI tools and prompting best practices, see our article: Best Practices: AI Assistant Tools and Prompting Tips