Platform documentation
Operational guidance for using and administering PlaintiffDesk. These guides explain the visible workflow and expected behavior without publishing private implementation or infrastructure details.
Start here
Administration and onboardingPreparing the firm, validating imported work, and maintaining a usable configuration after launch.Work Center and daily workUsing the Work Center to understand what needs attention across matters before opening each individual record.Access and permissionsHow accounts, roles, case assignments, and administrative access affect what a user can see and do.Personal settings and navigationAdjusting the signed-in user’s profile, navigation, security choices, shared links, and device-local preferences.Firm configurationThe settings that define the firm’s terminology, people, case structures, and repeatable working patterns.
Casework
Contacts, intake, and casesHow a person or organization moves from an initial record into an active matter without losing the information already collected.Documents and document toolsHow files are organized, prepared, stamped, routed, generated, searched, and connected to the case work they support.Activity, tasks, and calendarKeeping matter history, assigned work, reminders, and calendar events connected to the record they support.Email, messaging, and faxHow external communication is connected to a contact, intake record, or case while preserving delivery and activity context.Signature workflowsPreparing requests, guiding recipients, linking the correct matter, monitoring completion, and returning documents to the case or intake record.
Firm operations
Reports and analyticsBuilding repeatable record sets across cases, leads, contacts, and tasks while treating the underlying records as authoritative.Expenses, invoices, and accounting workflowsUsing financial records in case context while preserving approval, reconciliation, and firm accounting procedures.Connected servicesUnderstanding the visible external-service connections that may be available to a configured firm.Docket, notifications, and mail routingReviewing firm-wide time-sensitive work and routing communication that has not yet found the correct matter.
Jane
Jane sources and reviewSelecting context, understanding citations, confirming proposed actions, and reviewing long-running work.Jane proactive plannerPlan manual or scheduled Jane review tasks associated with a case or chat, monitor recent run status, and pause or resume future work.Jane draftingOperational expectations for templates, source-led drafts, revisions, and review.Jane reports and data summariesCreating and refining report definitions, explaining structured results, and checking the source data behind an answer.Jane document knowledgeWhat document preparation and retrieval mean for search, source scope, and answer quality.Jane workspace actionsHow Jane prepares case-field proposals, readiness reviews, navigation, and other staged case work.Jane calendar draftsReviewing dates extracted from scheduling documents before they become firm or external calendar events.Jane medical chronologyPreparing, reviewing, and validating medical chronologies and gap analysis.Jane case analysisRunning and reviewing timelines, selected-file analysis, discovery objection drafts, and complete case analysis.Jane file toolsUsing transcription, comparison, appraisal-material preparation, and spreadsheet analysis responsibly.