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Workflow- Litigation: Prepare a Briefing Note

Jurisphere’s Document Review Tool now offers a workflow specifically designed to help you prepare structured briefing notes from multiple documents.

After uploading your documents and selecting the “Prepare a Briefing Note” workflow, the tool generates a clear synopsis, a timeline of key events with sources, and the main arguments in a point-based format. Each entry includes inline citations that link directly to the relevant section of the original document.

You can download the output in Word or Excel, and if needed, use the integrated research feature by highlighting any part of the note to instantly generate a related legal query.

This workflow streamlines the process of reviewing complex documents and turns them into actionable, well-organized insights—perfect for case preparation, client updates, or internal analysis.

Inspired to build your own custom workflows? Visit our Create Your Own Workflowarrow-up-right page to get started.

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