A case is not a document. It has a life cycle.
Instances, pleadings and attachments are connected in your case. An attachment is the role of a document, never a second copy; number, version and package state stay traceable.
The appeal runs in the same case
First instance, appeal, review on points of law or complaint are instances of one case. Documents, facts and deadlines stay together instead of starting over in a second case. A register tracks claim, defense, reply and rejoinder, including those from the other side and the court.
- Stage and party role appear as a suggestion with evidence; only your confirmation sets them.
- Renaming, versions and changing the instance trigger no analysis and change no deadlines.
- Instance 1: first instance
- Instance 2: appeal (current)
- Series of pleadings: claim, defense, reply, rejoinder
An attachment is a role, not a copy
K1, K2, B1 … denote the role of a document in a pleading, with number, version and status. The document exists once in the DMS; renaming or reordering creates no copy. Attachments mentioned in the pleading but missing are flagged by the portal as a hint.
- You reorder by dragging or with the keyboard, and every change can be undone.
- A new version of a document is kept as a version; if a document is in the trash, the index shows it as a gap.
- K1 · Contract · version 2
- K2 · Notice of defects · version 1
- K3 · Photo set · with label
A bundle you can trace
With “Record state” the portal freezes the attachment list of a pleading: number, document and version per attachment. This yields a ZIP with a cover sheet, a packing list and the files in the version of that state. The portal sends nothing; you file through your usual channel.
- The filing check names guide values and blocks nothing; it does not replace checking the requirements of the court concerned.
- Package state, packing list and reordering use no AI and cost nothing.
- Cover sheet with attachment index (PDF)
- Pleading and attachments in the version of the state
- Gaps appear in the index, for example “in the trash”
Civil, criminal, family, labor, administrative, constitutional
The type of proceedings of the instance determines stages and roles. A new instance inherits the type; a change alters neither the stage nor deadlines. In Germany, social-court and tax-court proceedings are added.
- Social-court and tax-court proceedings are stored for Germany only.
- You choose the type in the proceedings bar and can undo the choice.
- Choose the type of proceedings, with undo
- Stages and roles follow the type
- Deadlines remain untouched
Agents in this workflow
Draft of a reply from what is new since the previous pleading, with the attachment index in context. The draft remains your draft: you review and decide.
Hearing preparation that takes the type of proceedings of the current instance into account.
Control & safety
- Stage, role and assignments are suggestions; only your confirmation takes effect.
- Renaming, reordering and changing the instance trigger no AI runs and change no deadlines.
- The portal sends nothing and promises no format or deadline; guide values are hints.
- Changes can be undone and are recorded in the activity log of the case.
Let your case files think along.
The AI lawyer portal — EU-hosted, profession-compliant, client-separated. You keep control, the AI does the groundwork.
