What Sera Found
Review Sera’s recommended next steps after she looks across your case — prioritized calmly, for you to accept or dismiss.
Overview
What Sera Found (recommended next steps) surfaces proactive recommendations based on your documents, timeline, and gaps. Formerly referred to as Proactive Sera, this surface helps you see what deserves attention now — without forcing any action. You stay in control of what to accept, postpone, or clear.
Why this feature exists
It’s easy to miss follow-ups when files keep arriving. What Sera Found brings calm priorities to Home so you always know a sensible next step.
Step-by-step
- 1
Open Home or What Sera Found
After uploads or a review, check recommendations on Home or the dedicated What Sera Found experience.
- 2
Read the recommendation
Each item should explain what Sera noticed and why it might matter for preparation.
- 3
Take one next step
Open the linked area — Timeline, Evidence, Tasks, or Ask Sera — and act when it makes sense.
- 4
Clear or complete what you’ve handled
Dismiss or complete recommendations you no longer need so the list stays trustworthy.
Best practices
- Check What Sera Found after major upload batches.
- Handle high-priority items first; leave lower ones for later.
- If a recommendation doesn’t fit your matter, clear it — Sera’s suggestions are optional.
Productivity tips
- Treat the top two recommendations as today’s shortlist.
- Convert recurring recommendations into Tasks when you’ll need more than one session.
Common mistakes
- Ignoring recommendations for weeks, then facing a noisy backlog.
- Acting on a suggestion without opening the underlying document.
- Assuming every recommendation is required by a court.
Frequently asked questions
Is What Sera Found the same as Ask Sera?
No. Ask Sera is conversational. What Sera Found is a prioritized list of recommended next steps Sera surfaces from ongoing review.
Why don’t I see recommendations yet?
Add documents and wait for review to finish. Recommendations appear as Sera has enough context to suggest useful next steps.
Screenshots
Illustration placeholder — product screenshot coming soon.
What Sera Found screenshot placeholderHelpful links
Related articles
- Ask Sera
Ask questions in plain language about your documents, timeline, and next steps — without treating answers as legal advice.
- Sera Inbox
Review organization suggestions and Sera-driven items in Inbox before they change your case.
- Case Insights
See a structured view of your case health — themes, strengths, and areas that need attention.
- Evidence Gaps
See what may still be missing from your case materials and decide what to gather next.
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