A structured, evidenced case viability assessment across the entire Matter file, before committing to pre-action steps.


The challenge

Before starting a litigation matter, attorneys need a clear view of the facts, available evidence, and realistic strengths and weaknesses of the case. In practice, that assessment is made under time pressure with incomplete information, fragmented correspondence, and an evolving matter file. This increases the risk that evidential gaps or limitations are missed before advising on next steps.

The solution

Ask iManage interrogates the entire matter file to establish the factual narrative, assess the evidential position, anticipate the opponent's likely response, and identify what is missing. The result is a structured, cited case viability assessment grounded in your own documents, without reading every file individually.


Open Ask iManage and locate the Matter with a natural language search.

Ask iManage AI-powered search helps you find a specific Matter(s) and document(s) using natural language.


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What matter relates to Caldwell Distribution and a breach of contract dispute? Identify the relevant workspace and documents explaining the dispute.

Add the identified Matter as a Filter then run a broad prompt to establish the core factual narrative across the available documents.


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Summarize the key facts, parties, chronology, and issues in dispute based on the documents in this matter. Where the documents appear inconsistent, identify the inconsistency and cite the relevant sources.


Run a targeted prompt to identify what the documents establish, where the evidence is strong, and where any gaps exist.


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Based on the documents available, identify the strongest evidence supporting the client’s position and any significant evidential gaps or weaknesses that would need to be addressed before issuing proceedings.

Use a follow-up prompt to stress-test the position from the opponents perspective.

Ask iManage can analyze content from other perspectives, meaning your advice can be more complete and your strategy better prepared.


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Identify the arguments, defenses, procedural objections, or counterclaims the opposing party is likely to raise. For each, assess how well the current evidence addresses the risk and where the client’s position appears vulnerable.

Run a further follow-up prompt to identify incomplete files.

Early litigation decisions are often distorted by incomplete files. Using a follow-up to identify these allows confirmation of what evidence or disclosure would materially change the assessment before advising the Client.


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What key documents, facts or evidence are currently missing from this matter that would be needed to properly assess the strength of the case?

Use a prompt to prepare a structured assessment.

Turn your review into a usable internal output.


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Prepare a structured preliminary case viability assessment suitable for internal legal review, covering the core facts, strengths, weaknesses, likely risks, missing information, and key issues requiring clarification before pre-action correspondence.


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