Images

Case file & facts

The case file as a workspace: a cockpit with the next action, facts with source and passage, parties, evidence and chronology. See how documents turn into a verifiable state of the file.

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All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice. The screenshots show the English interface; sample data and documents are partly in German. Smart Legal Pro itself is fully available in German, English, French, Italian, Spanish, Dutch and Polish.

Tip: click an image to open it large – use the arrow keys to move on.

Akten finden & anlegen

Images: 6

Case List: All Cases of the Firm with Filters and Notices
The “Cases” overview lists every case in one row with file number, title, attention notices, client and last activity. With the search and the filters for status, area of law and lawyer you narrow the list, and with “New case” you create a matter. The label “Sample case” marks prepared cases on which you try out the functions without your own client data. This way you keep track of which case needs attention even with many mandates. See also the column selection, with which you adapt the table.
Page of this image →To the feature: The case file that thinks along →Watch the video →
Customize the Case List: Show and Hide Columns
The “Columns” button opens a list of the visible columns of the case list. File number, attention, client and last activity are ticked, while opposing party, area of law, responsible lawyer and status can be switched on. With a click on an entry you select or deselect the column. This way every firm sees the details it needs day to day, without the table becoming overcrowded. With “Restore default” you return to the basic view.
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Create a New Case: Only the Label Is Required
The “Create new case” dialog asks only for a label; client, opposing party and file number are marked optional and can be added later. You choose the client via the search or create them directly as a new client. Under “More details” are area of law, legal system, AI language and matter type, in the image prefilled with Germany and AI language German. Optionally, you start recording an initial consultation right after creating. This way a case is created with few entries, and you upload the documents in the next step.
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New Project: View Several Cases Together in the Chat
Shown is the “New project” dialog in the AI tools area. You assign a title, can store a project instruction for every chat in the project and a note of your own, and optionally choose a template that only prefills texts. After creating, you add the cases that belong together, such as several similar proceedings. The notes in the dialog make clear that project instructions replace neither law nor professional rules and that a template creates no deadlines and no automatic actions. In the project chat the assistant can then look at the connected cases together.
Page of this image →To the feature: Projects & sister cases →
New Case with Conflict Note and the Path to the First Evaluation
The header of a newly created case shows title, file number and status, and directly below it the note “Conflict check” with a date. It proves that the name comparison against your previous cases ran on creation. The case is still empty and explains the next step: upload a document, the AI screens it, then you start facts and summary with one click. Beforehand you see how much quota this uses, and the result stays saved with the case.
Page of this image →To the feature: The case file that thinks along →To the feature: Conflicts & Compliance →Watch the video →
Create a Project: Title, Project Instructions and Note for Several Cases
In the “New project” dialog you create a project that bundles several related cases. You assign a title, can store project instructions for every chat in the project and note a memo that the assistant reads along. A template fills only texts, no deadlines and no automatic actions. After creating, you add the cases and can ask questions across several cases in a joint chat. The project instructions replace neither law nor professional rules.
Page of this image →To the feature: Projects & sister cases →

Cockpit & Sachverhalt

Images: 9

Case Header: Court, Amount in Dispute, Hearing and Status at a Glance
The header of the case shows the title and file number at the top, below them parties, opposing counsel, court, amount in dispute and the next court hearing with location. Further down are the procedural status with instance, the type of proceedings, the phase and the side you represent. The “Next” line suggests tasks such as preparing the hearing, organizing evidence or talking the hearing through, and “Contact client” and the search within the case are also here. This way you see at a glance where the proceedings stand without opening a document. The case shown is a fictitious sample case with entirely invented parties.
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Cockpit: “And now?” Names the Next Action in the Case
The case cockpit begins with a single highlighted recommendation: in the example, it is the response to the statement of defense as a deadline set by the court, with the button “To the deadlines”. Below, it shows what comes next, such as a pending follow-up question from an agent, a pleading ready to be finalized and the next court hearing. On the right, “Deadlines & appointments” bundles the deadlines and follow-ups of the case; a detected deadline waits there for your review and is monitored only after you adopt it. This way you do not have to search for what to do next. See also the deadline register of the case.
Page of this image →To the feature: The case file that thinks along →Watch the video →