Automated Case Summary
Use AI to generate a summary of a case.
Cost: TBD. This feature is in Beta Testing.
Requirements: Must have already set up an Open AI Key for your site.
Example:
Site Administrator Set Up:
Add the Automated Case Summary Block to the back end of the case profile.
When Generating the summary, the block will look at the following system fields:
- Legal Problem Category
- Legal Problem Code
- Case Status
- Current Level of Service
- Case Notes:
- Date, Type, Subject, User, Body
- Identify the specific note types the AI should consider when generating the summary.
- Identify the number of recent notes to include when generating the summary.
See the generated summary on the Case Profile:
See Also:
Magic Notes
Automated Intake