1. Create a matter
Start a new matter and enter the key case and client information.
Resources
CaseWize Documentation
A practical guide to analyzing and continuously reassessing a matter.
Read frequently asked questions
2. Upload the record
Add pleadings, discovery, depositions, records, correspondence, defense documents and other evidence.
3. Review the analysis
Examine claims, facts, evidence, gaps, risks, damages considerations and source-linked findings.
4. Reassess continuously
Upload new information at any time and review what changed, why it matters and the impact on the case.
5. Use the Strategy Memo
Review the synthesized case assessment, strategic considerations and recommended next questions.
6. Manage the Client Portal
Share attorney-approved updates, communicate securely and request documents while keeping internal analysis private.
Need help?
Visit Getting Started or contact info@casewize.com for guided onboarding.