What is esumry?

esumry is a comprehensive AI-powered legal case management platform that dramatically reduces the time, effort, and cost of managing legal cases and reviewing documents. It provides a complete case management system with AI-powered document analysis, interactive chat sessions for case research, and comprehensive workflow tools. esumry assists with case organization, document processing, AI-powered analysis, and generating insights for documents, pleadings, contracts, and other legal materials. The platform is powered by advanced AI models from the GPT-4.1 model family from OpenAI.

How do I use esumry?

esumry is accessed from your internet browser and can be used from anywhere you have internet service. Start by creating a new case to organize your legal matter, then upload documents through our streamlined workflow. The platform provides a complete case management system where you can organize documents, take notes, and use AI-powered chat sessions to analyze your materials. Ask questions in natural language about your case documents and receive intelligent responses with citations. You can also generate comprehensive summaries, organize case information, and collaborate on case strategy all within the platform.

How does the case management system work?

esumry's case management system provides a complete workflow for organizing your legal matters. Create new cases with detailed information including case type (from antitrust to personal injury), contentions, and descriptions. Each case provides a central dashboard where you can access case notes, manage documents, and organize chat sessions. The system supports different case types and provides tools for tracking case progress, organizing documents, and maintaining comprehensive case records. You can easily switch between multiple cases and access everything from a unified dashboard.

What can I do with AI chat sessions?

AI chat sessions allow you to have intelligent conversations about your case documents. Ask questions in natural language about any aspect of your case - the AI understands legal context and can analyze single documents or your entire case collection. You can create multiple chat sessions for different research topics, get summaries of key information, identify important entities and relationships, and receive responses with proper citations to source documents. The AI maintains conversation context, so you can follow up with additional questions and dive deeper into specific aspects of your case.

How do I upload and organize documents?

Upload documents easily using our enhanced drag-and-drop interface or file selector. You can upload up to 10 documents simultaneously with our new multi-document upload feature, each up to 20MB. For batch processing, you can also upload ZIP files containing multiple documents - the system automatically extracts and processes each file individually. Documents are automatically associated with your cases and processed through our AI pipeline for text extraction, entity identification, and search indexing. Monitor processing status in real-time with improved batch processing capabilities and begin analysis as soon as processing completes. The system provides clear feedback about processing progress on each document for efficient case management.

How do I manage document metadata?

esumry provides comprehensive document metadata management through a dedicated full-page interface. You can access document metadata either from case details pages or through the document workflow. The metadata system includes auto-save functionality with debounced updates, allowing you to efficiently capture and organize information including deponent names, questioner names, court systems, dates, locations, contradictions, crucial testimony, and crux points. All metadata is automatically integrated with your case navigation and helps enhance AI-powered analysis and search capabilities.

How do you manage security and privacy?

We are SOC 2 Type I certified and take data security and privacy very seriously. Your data is encrypted using enterprise best practices for data at rest and in transit. Documents are not available except to the authenticated account user. esumry uses models from the GPT-4.1 model family from OpenAI for automated summarization. Data processed by Open AI is not used by Open AI for service improvements and is not retained after it is processed (zero data retention). See our Terms and Conditions for details.

Our information security policy is available upon request.

How soon can I get started?

You can start as soon as you are notified that your account is approved, usually within one business day of signing up for esumry.

Can I annotate the transcript on my screen?

Yes. In addition to AI-generated summaries with models from the GPT-4.1 model family from OpenAI, you can make your own annotations to the transcript as you read along, all in one screen.

Does it work with Microsoft Word®?

Yes, esumry automatically creates a Microsoft Word® (.docx) file that you can save to your computer. Our enhanced DOCX generation now includes a comprehensive content selection modal where you can choose what to include: document crux point metadata, AI-generated summaries, Q&A extraction tables, and detailed document metadata including deponent information, dates, locations, and crucial testimony points.

How does the AI-powered case analysis work?

esumry's AI system provides comprehensive legal document analysis through interactive chat sessions. You can ask questions about your case documents in natural language and receive intelligent responses with proper citations. The AI understands legal context, can analyze multiple documents simultaneously, identify key entities (people, organizations, dates), extract important information, and provide insights across your entire case collection. The system uses advanced models from the GPT-4.1 model family and maintains context throughout your conversations, making it like having an intelligent research assistant that knows all your case materials.

How do case notes work?

The case notes feature provides a dedicated, distraction-free environment for capturing and organizing your additional case-related information. Notes are automatically saved as you type, and you can format text using rich text editing options. Use case notes to record client meetings, legal research findings, track case strategy, maintain case timelines, and prepare for depositions or court appearances. All notes are associated with specific cases and easily accessible from your case dashboard.

Can I manage multiple cases at once?

Yes, esumry is designed for managing multiple cases efficiently. The Cases dashboard provides an overview of all your cases, and the Cases List offers advanced search and filtering capabilities. You can quickly switch between cases, organize them by different criteria, and access recent activity across all your cases. Each case maintains its own documents, notes, and chat sessions while providing centralized access from the main dashboard.

How long does it take to process documents?

Document processing time depends on file size and complexity. Most documents process within a few minutes through our AI processing pipeline, which includes OCR text extraction, document structure analysis, entity identification, and search index generation. You can track processing status in real-time and begin using AI chat analysis as soon as processing is complete. Large document collections may take longer, but esumry can process multiple documents simultaneously, so you can start working on completed documents while others are still processing.

Do you store my documents and case information?

We securely store your case documents, AI-generated summaries, case notes, and chat conversations to provide you with a persistent, organized case management experience. All data is encrypted using enterprise-grade security practices for data at rest and in transit. You maintain full control over your data - you can delete individual documents, entire cases, or your entire account at any time. Once deleted, data is permanently removed from our servers and cannot be recovered. We also provide detailed purchase history and account management tools so you always know what information we have about your account.

What type of file formats are supported?

esumry supports a wide range of legal document formats including:

• PDF documents (preferred format for optimal processing)
• Microsoft Word® documents (.doc, .docx)
• Plain text files (.txt) - ideal for documents and transcripts
• ZIP archives (.zip) - for batch uploading multiple documents at once

The platform can handle documents, contracts, pleadings, expert reports, and other legal documents up to 20MB each. Advanced OCR technology extracts text from scanned documents, and the AI processing pipeline optimizes content for legal analysis and search.

ZIP File Uploads: When uploading a ZIP file, the system automatically extracts all supported document types (.txt, .pdf, .doc, .docx) and processes them individually. Each file within the ZIP must meet the 20MB size limit. Nested ZIP files are automatically skipped to prevent processing issues. The total number of files (including those extracted from ZIP archives) is limited to 10 files per upload batch.

Do you support condensed or mini-script PDFs?

No, esumry does not support "condensed" or "mini-script" PDF formats. These are special PDFs where four pages of a document are displayed in quadrants on a single PDF page (one page in each corner). While this format is sometimes used to reduce printing costs, it creates significant challenges for accurate text extraction and document processing.

How to identify condensed PDFs:

• Each PDF page shows four miniature document pages arranged in a 2x2 grid
• Text appears very small and may be difficult to read without zooming
• Page numbers show four different numbers per PDF page
• The document appears to have 1/4 the number of pages it should have

What to do if you have a condensed PDF:

• Request a standard format: Contact your court reporter or document provider and request a standard single-page-per-PDF format
• Alternative formats: Ask for the document in .txt (plain text) format, which is ideal for depositions and transcripts
• Microsoft Word format: Request .doc or .docx format as an alternative to PDF

Note: Most court reporters can provide transcripts in standard formats, but you may need to specifically request it. Standard-format documents ensure optimal processing, accurate text extraction, and the best experience with esumry's AI-powered analysis features.

How do I manage my account and subscription?

Your Account Profile page is the gateway to managing all aspects of your account. On this page, you can update your personal and professional information, manage subscription changes, change your password, and request account deactivation if needed. From here, you can also use our secure Stripe integration to view your complete purchase history, update payment methods, and access detailed invoices for accounting purposes. Our account management system provides full transparency and control over your esumry experience.

I found a bug. How do I report it?

Please send an email to support@esumry.com. Please include as much detail as possible, like what you were doing when the bug happened and any error codes that may have been displayed.

How can I request new features?

Please send an email to support@esumry.com.