Workflow Guide

How CourtFile works

CourtFile is built for one specific job: helping litigation teams turn messy court filings into a verified matter brief before a deadline, hearing, or handoff.

Best fit

Litigation paralegals preparing a matter summary for an attorney.
Associates inheriting an active case before a hearing, motion, or deadline.
Litigation support and ops teams standardizing how filings are reviewed and handed off.

Workflow

1. Upload filings or a docket packet

Start with the complaint, the latest motion set, a docket sheet, or the full filing packet for the matter.

2. Extract the litigation facts that matter

CourtFile identifies parties, claims, motions, deadlines, citations, and procedural events across the uploaded record.

3. Verify against source pages

Each extracted item stays tied to the source filing so the reviewer can confirm quickly instead of re-reading everything.

4. Export a verified matter brief

The result is a handoff-ready brief with a timeline, deadline list, verification notes, and missing document flags.

Documents handled

Complaints, petitions, and answers
Motions, oppositions, and replies
Orders, notices, and minute entries
Docket sheets and filing registers
Declarations, exhibits, and attachments
Judgments, stipulations, and settlement papers

What it extracts

Party and counsel extraction
Deadline extraction from motions, notices, and orders
Procedural timeline generation
Claim and motion summaries
Citation and source linking
Missing document flags

What it verifies

Source links for parties, deadlines, claims, motions, and key factual statements
Cross-document consistency for case numbers, party names, and dates
Referenced but missing exhibits, motions, and orders
Conflicting or duplicated dates surfaced for reviewer confirmation

Example output

The deliverable is an exportable matter brief with structured parties, deadlines, claims, procedural history, and verification notes.

matter_brief.json
{
  "matter": "Hernandez v. North Peak Logistics, Inc.",
  "case_number": "24STCV01842",
  "court": "CA Superior Court - Los Angeles",
  "filings_analyzed": 26,
  "summary": "Employment matter with active motion practice. Complaint, answer, motion to compel, and two court orders reviewed for deadlines, party roles, and missing exhibits.",
  "parties": [
    {
      "name": "Sofia Hernandez",
      "role": "Plaintiff",
      "counsel": "Mora Employment Group"
    },
    {
      "name": "North Peak Logistics, Inc.",
      "role": "Defendant",
      "counsel": "Miller Bain LLP"
    }
  ],
  "claims_and_motions": [
    "Wrongful termination",
    "Failure to pay overtime",
    "Motion to compel further responses to special interrogatories"
  ],
  "procedural_timeline": [
    {
      "date": "2025-01-09",
      "event": "Complaint filed",
      "source": "Docket #1"
    },
    {
      "date": "2025-02-03",
      "event": "Answer filed",
      "source": "Docket #7"
    },
    {
      "date": "2025-03-14",
      "event": "Motion to compel filed",
      "source": "Docket #18"
    },
    {
      "date": "2025-04-02",
      "event": "Court order setting compliance deadline",
      "source": "Order, p.3"
    }
  ],
  "deadlines": [
    {
      "date": "2025-04-18",
      "type": "Supplemental discovery responses due",
      "source": "Order, p.3"
    },
    {
      "date": "2025-05-02",
      "type": "Sanctions hearing",
      "source": "Notice, p.1"
    }
  ],
  "verification": {
    "source_links": "Every deadline and motion summary links back to the originating filing and page.",
    "consistency_checks": [
      "Case number matches across all uploaded filings",
      "Plaintiff name normalized across caption and declarations"
    ]
  },
  "missing_documents": [
    "Exhibit C referenced in Motion to Compel, p.11",
    "Meet-and-confer letter referenced in Declaration of A. Mora, p.2"
  ],
  "export_formats": [
    "matter-brief.pdf",
    "matter-brief.json",
    "deadlines.csv"
  ]
}

Popular use cases

Privacy and trust

Local-first processing where possible
BYOK support for model access
No training on user data
Clear retention controls by matter

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