CaseIQ
LiveSettlement agreement reviewCase Management
What it does
Reads a new settlement agreement and suggests the case setup details — settlement amount, payment rules, tax split, deadlines, escalator terms — each with the exact wording from the agreement. Your team approves or corrects every suggestion before anything is saved, and unanswered obligations become ready-to-send questions for counsel.
How much it does on its own
Pick a level. The steps below move between what it does alone and what it asks you first. Use the lock on a step to keep it asking, whatever the level.
Values the agent is at least 90% sure of stand; the reviewer is asked about the rest and approves the sheet.
Runs on its own3
- Read the case packetAgreement, amendments, court orders and letters
- Settle the values it is sure ofRiskyEach with the exact wording behind it
- Draft questions for counselQueued for your review, never sent
Asks you first1
- Save the case recordDestructiveAlways needs one approval of the whole sheet
Still at its starting level, 4.
Recent activity
What this assistant did, and what people decided about its work.
- Approved
