AI Paralegal Case Note Organizer

WHAT IT DOES

This AI agent organizes raw case notes into clear, chronological case note logs suitable for a case file. Given a collection of notes — including dates, observations, witness statements, document summaries, procedural updates, and tasks — it structures them into a professional log with dated entries, categorized notes (observations, documents, witnesses, procedure), and a summary of action items at the end. This helps paralegals and legal assistants save time, maintain consistency, and ensure nothing falls through the cracks.

HOW TO USE

Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, paste your raw case notes. Press "Organize notes". The AI returns a structured, chronological case note log in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.

WHAT IT SENDS

Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the organized log. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.

SUBSCRIPTION

$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.

THE PANEL

The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.

PLEASE NOTE

AI can be wrong. This agent generates a draft organization of notes for internal use — not legal advice. Always verify all entries, dates, and action items for accuracy against original source materials and consult with supervising counsel before relying on any information in the organized log. The agent does not replace professional legal judgment or compliance with ethical obligations.