How the Work Actually Goes.
Eight workflows that make up most of the work in a matter— what each one does, and the rule it enforces while you do it.
These describe the shape of the work rather than which button to press. Onboarding is done alongside your team, on your matter.
Bring a filed pleading into the matter
Upload the filed document and let the pleading agent read it through, a batch of paragraphs at a time. It proposes which counts each paragraph bears on, the propositions it asserts, the documents it refers to, and any apparent defect in the filed text.
Nothing it proposes enters the record until someone accepts it, one at a time. The filed text is never corrected — a suspected typo or an unresolvable cross-reference becomes an attorney review flag quoting the exact language.
Build the case from count to proof
Break each count into the elements that must be established or defeated, then attach the factual propositions beneath them and the documents and witnesses behind those propositions.
Element states describe what the record contains, never whether a claim is strong. Only counsel moves an element, and there is no “proven” state to move it to.
Get evidence in and keep it defensible
Drag in PDFs, office documents, images, audio, video and message exports. Each file is hashed before anything reads it and stored by content. Flag what counsel should read first, and classify privilege and production when counsel is ready.
Re-uploading a file already in the vault does not create a second record. If the text never came out the first time, the document is read again — which is how a fixed extractor reaches documents already collected.
Ask your client for something specific
Send a request tied to the fact, document or issue it answers, rather than an email asking them to find anything about a meeting. The client responds and uploads inside the matter.
Counsel reviews before anything becomes part of the record, and decides what the client can see.
Prepare an affidavit with a witness
Invite the witness into a workspace of their own. They give their account, answer structured questions, upload supporting material, and draft their statement with an assistant that has been given no case material at all.
Anything the assistant proposes is checked against what the witness actually wrote and dropped if it introduces a name, date or figure they never gave — and the witness is told it was withheld and why. Submitting is one-way. A statement that needs work goes back with a note and the witness revises it.
Find out what you are missing
Run the gap analyzer across the matter: propositions with nothing behind them, documents named in the pleadings but not held, identities unresolved, contacts incomplete, damages undocumented, testimony that conflicts.
Every gap carries the concrete step that would close it, so the output is a work list rather than a warning.
Get disclosure-ready
Work the readiness view across categories A through E, then run the build checklist — fifteen steps that count the underlying records rather than taking anyone’s word for it.
Nothing exports without an attorney’s approval, and privileged material is excluded from every export regardless of any other setting.
Ask the case a question
Query the assistant over the authorized material in the matter — what supports a count, which elements are weakest, everything involving a witness, what contradicts what, what discovery is outstanding.
Every factual statement carries a citation, and the answer opens back onto the record it came from.
We set the first matter up with you.
Getting the pleadings, the evidence already collected and the people into DocketIQ is work we do alongside your team, not an import screen we point you at.