Pipeline
Case browser & matter detail
Single source of truth across all active matters with stage filters, treatment status, records progress, and projected settlement. Each case opens to a detail view with timeline, providers, documents, communications, and AI-generated summary.
What this module will include
- Filterable case list (stage, attorney, treatment status, projected value)
- Case detail: timeline · incident facts · injuries · providers · documents
- Treatment tracker with provider visit history
- AI case summary updated nightly + on-demand
- Settlement projection model with confidence band
- Tasks, deadlines, statute-of-limitations countdown
- MerusCase bi-directional sync at the matter level
Architecture is in place — components, types, and service folders are scaffolded for this section. Phase 1B brings the live UI and mocked workflow logic; later phases connect MerusCase, Tavrn, and AI services.