AI Casework Note Summariser

WHAT IT DOES

The AI Casework Note Summariser is a legal-AI assistant that transforms messy, unstructured case notes, interview summaries, or witness statements into a clean, structured bullet-point summary. Instead of wading through paragraphs of text, you get a concise overview that extracts the essential information: Key Parties, Key Dates, Core Issues, and Action Items. Everything is capped at a digestible 1,024-token output, so you can quickly grasp the case without information overload. Whether you are a solicitor, paralegal, caseworker, or legal researcher, this agent helps you organise your notes and identify next steps at a glance.

HOW TO USE

Open the agent in BotSurf – it runs in its own sandboxed frame with no browser APIs required. The first time you use it, paste your API key once (the host securely stores it via the BGAI bridge). Then, simply paste your case notes, interview summaries, or witness statements into the text box – for example, “Client met with solicitor on 15 March 2026. Claims property boundary dispute with neighbour. Neighbour built fence 2m onto client's land. No written agreement. Next hearing set for 12 May.” – and click “Summarise”. You can also click “Use the page selection” to automatically pull selected text from the current page into the input field. The agent will process your notes and display the structured summary. No complex configuration – just paste and get clarity.

WHAT IT SENDS

When you press the “Summarise” button, the agent sends only the plain text currently in the input box (truncated to 6,000 characters if necessary). It does not send any metadata, browsing history, page content (unless you explicitly use the selection button to copy text into the box), or any other data. The service uses this text solely to generate the structured summary. Usage logs record only the number of runs for billing purposes – they never store or log the content of your case notes or the summary output. Your casework confidentiality is preserved; the content of your queries is not retained or reviewed.

SUBSCRIPTION

This agent is available for $19.99 per month, which includes a 7‑day free trial. Each subscription gives you 100 analysis runs per month (unused runs do not roll over). You can cancel anytime through your BotSurf account settings – no questions asked, and you retain access until the end of your current billing period. The free trial is fully functional, so you can test the summarisation with your real case notes before committing.

THE PANEL

The agent opens as a draggable panel within BotSurf. You can drag it anywhere on the screen, snap it to the edge for a tidy workspace, collapse it to a small bubble (showing the emoji sparkle ✨), and restore it with a click. Press the Escape key to close the panel. The panel’s position is saved persistently – it will reappear exactly where you left it the next time you open the agent.

PLEASE NOTE

AI-generated summaries are a guide, not a substitute for professional legal advice or formal case management. Laws, regulations, and procedures vary by jurisdiction and change over time. Always verify critical details with the original notes and consult a qualified legal professional when making decisions based on this output. This tool provides general information and should be used as a starting point for your review – not as a final decision‑maker. The developer and platform are not liable for any actions taken based on the summary.