🧙🏼‍♂️Using Caisey Summaries

🧭 What Are Caisey Summaries?

When you upload documents using any Casefriend Intake method, Caisey automatically:

✅ Reads the document and creates a concise summary of important details

✅ Displays the summary in the Doc Browser, Event Doc Browser, and My New Documents

✅ Highlights critical information like dates, parties involved, and next steps

This means attorneys can review at a glance and prioritize their work more efficiently.

📘Click here to learn more about Casefriend Intake.

Where You’ll See Summaries

Summaries appear in:

Doc Browser 

Under the Summary column

Event Doc Browser

Alongside event-related documents

Doc Browser Preview

From the Timeline

My New Documents

So attorneys can quickly scan incoming mail

🌋When Caisey Cannot Generate a Summary

Sometimes Caisey may not be able to create a summary right away. Here’s what you’ll see:

Retry Option
If Caisey was unable to generate a summary, you’ll see a message:
“Caisey was unable to generate a summary. Click here to try again.”
Click the link to ask Caisey to retry.

Caisey was unable to Summarize

For documents that cannot be summarized because of their format (e.g., images or non-text-based files), you’ll see:
“Click to add a summary.”
You can enter a summary manually to keep your case timeline complete.

Why Summaries Matter

Summaries save time by reducing the need to open every document. Attorneys can quickly identify what’s important and act faster on medicals, depositions, and hearing notices.

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