Reviewing and Approving Cases
Last updated: February 21, 2026
Case Review Workflow
When a client submits their case, the AI generates a draft defense statement for your review. Here's how to process cases efficiently.
Accessing Pending Cases
- Go to Cases from your dashboard
- Filter by "Pending Review" to see cases awaiting your attention
- Click on a case to view details
The Case Review Screen
For each case, you'll see:
- Client Information - Name, contact details
- Ticket Details - Citation number, violation code, date, court
- Client's Responses - Their answers to intake questions
- Evidence - Uploaded photos and documents
- Witness Information - If provided
- AI-Generated Statement - The draft defense statement
Reviewing the Statement
The AI-generated statement is a starting point. Review it for:
- Accuracy - Does it match the client's account?
- Legal arguments - Are the defense strategies appropriate?
- Tone and language - Is it professional and persuasive?
Editing the Statement
You can:
- Edit directly - Modify any text in the statement
- Regenerate - Ask the AI to generate a new version
- Write from scratch - Replace the AI content with your own
Approving the Case
When you're satisfied with the statement:
- Click Approve Case
- The system generates the complete document package
- The client is notified that their documents are ready
Requesting More Information
If you need clarification from the client:
- Click Request More Info
- Enter your question or what additional information is needed
- The client receives a notification and can respond through the portal
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