4 Steps to Review a Case with Cortex
Legal documents are highly sensitive — you can't just upload them anywhere. At the same time, getting case data into Clio, MyCase, or your court's e-filing portal is painfully manual. Cortex reads the documents and updates your systems directly, all from your device.
Getting Started
Open a local case folder in Cortex. All files stay on your device — nothing is uploaded to the cloud.
Understand the entire case in minutes
“Review all documents in this case and summarize the key facts and timeline.”
Cortex reads every file in your local folder, extracts the key events, and builds a structured timeline — so you get a full picture of the case without reading hundreds of pages yourself.
Pull in related communications
“Check my email for anything related to this case and include it.”
Cortex searches your email for relevant correspondence and adds it to your case context — no manual digging through your inbox.
Surface what matters — and what's missing
“Highlight key facts, involved parties, and anything missing.”
Cortex identifies the critical facts, lists all involved parties, and flags gaps in your case file — so you know exactly where to focus before moving forward.
Draft documents or fill out forms
“Use this case information to fill out this form.”
or
“Draft a demand letter based on this case.”
Cortex uses the case context to fill forms in Clio, MyCase, or your court's e-filing portal, or draft documents from scratch. Every section is sourced — you can see exactly where each piece of information came from. Review, edit, and approve before anything is finalized.
Ready to try it yourself?
Download Cortex and follow along with this workflow.