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Step 2: Uploading Documents

This article cover how to upload and process a document within a case

Updated over 8 months ago

After creating a case, you'll be automatically redirected to the documents page.

Or you can navigate to the page by clicking on a case from your Case Dashboard. The document dashboard page displays all documents that have been uploaded to the case.

To add a new document:

  1. Click the "Upload" button

  2. Choose the files you want to upload. You can click to select documents or drag and drop files

  3. After successful upload, fill in the document details:

    • Document Name - Enter a descriptive name for the document

    • Document Type - Select the appropriate type of legal document

    • Witnesses - Add any relevant witnesses

    • Witness Types - Specify the type of each witness

  4. Click the "Add to Case" button to start the Knool Card creation process

  5. If you have added multiple documents, repeat steps 3 and 4 to add each document to your card for processing.

Knool will now initiate the the AI-powered Knool summary card generation process:

  1. The document is divided into manageable chunks for processing

  2. AI analyzes each section to generate comprehensive summary cards

  3. Processing time varies depending on document length and complexity

  4. Once complete, Knool cards are accessible from the document page

Knool cards provide quick insights into document content, making it easier to navigate and understand lengthy legal documents.

All uploaded documents are securely stored and can be accessed by anyone on your team.

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