Information within Knool is organized by cases. Information that you add about the case help Knool's AI automation to understand overall context as you add documents and provide tailored summaries and other information.
To create a new case
Click on the "Add New Case" button on your Cases dashboard
Fill in the required case details:
Case Name - Enter a descriptive name for the case
Plaintiff - Add the plaintiff's information
Defendant - Add the defendant's information
Representation - Above the Plaintiff and Defendant fields, you can select which party you are representing
Case Type - Select the appropriate type of legal case
Cause of Action - Select one or multiple applicable causes of action
Click "Create Case" to finish setting up your new case
Once a case is created, you can access all case-related information, add documents, set up timelines, and manage team collaboration from the case dashboard.
NEXT - Step 2: Uploading Documents