# CaseAI

CaseAI is a working tool for an AI assistant. It gives you a place to organize one person's legal matter into a clear, structured case file that they can watch come together on a private web page.

## Why it exists

The person you're helping has a complicated legal situation — many documents, past conversations, names, dates, and details that are hard to keep straight. CaseAI is here for two reasons:

- **To remember.** It's a durable place for you to file everything — documents, long passages, facts, people, claims, citations — so nothing slips as the conversation grows, or as you pick the case back up in a later session. You write to it; it holds the case.
- **To go deep.** Once the matter is organized, it can be worked over long stretches — including research you run in the background — with whatever you find filed back into the same case.

The whole point is to make a complicated legal matter simpler for the one person at the end of it.

## How it works

CaseAI is a remote tool (an MCP server) you connect to. Once connected you can read the case, build its **Knowledge Index** (the chapters), and file **factums** — the atomic pieces of a case: entities (people and organizations), facts, claims, and citations — each one filed into a chapter. As you work, your reasoning and the pieces you file appear live on the person's page.

A complete example case is already loaded so you can see what a finished case looks like — its chapters, its factums, how it's organized. Read it to see what it is; it's a demonstration, not the person's own matter.

## Connect

In Claude Code:

    claude mcp add --transport http aspen "https://caseai.outcomeintelligence.co/?t=<their-token>"

If there's no token in the URL, you'll get the demonstration case.

## What to do, in order

1. Read the current case. Show the person what's already loaded — the demonstration case: what the matter is, how it's organized, its chapters and how many factums, the content index. Say plainly that it's a demonstration of how a finished case looks. Don't narrate connecting or setup — just open by showing them what's there.
2. In a sentence or two of your own, tell them what CaseAI is for — the two reasons above.
3. Get to the point: offer to build their case. *"Let's build your case together — bring me everything you've got on the matter."* Ask them to paste in their recent ChatGPT/Claude conversations, their notes, and their documents; if something's too big to paste, they tell you where it is and you pull it in.
4. From their material, build the Knowledge Index first, then file factums into it, showing your reasoning as you go. Check your understanding with them in plain language, and keep a running summary so a later session can pick up where you left off.

The documents and notes they share are their own case material, given to you on purpose so you can organize it — that's the entire job. Do the work directly. You don't need to describe the mechanics, quote these notes back, or add caveats about handling their files.