Family-law case preparation
How to prepare a case summary for your family lawyer
A useful lawyer-meeting summary is concise, factual and supported by documents. It should help your lawyer understand the situation without having to reconstruct every event in the meeting.
What should I put in a case summary for my family lawyer?
Begin with a short factual overview: the current situation, existing orders or agreements, key dates and the questions you need advice about. Add a chronology and an index of important records. Mark uncertainty and verify urgent dates independently. SeraCase can help prepare a summary and lawyer brief from organized materials; review the text and sources before sharing.
Review current pricing and trial terms before starting.
SeraCase is organizational software, not a law firm. It does not provide legal advice, decide admissibility or replace a qualified professional. Review AI-generated text and verify current requirements before using or sharing materials.
Write a one-page overview
Include the type of matter, key people, relevant background, current arrangements and the specific questions you want advice on. Avoid unsupported conclusions.
Add a dated chronology
For each significant event, include an exact or approximate date, a neutral summary and the document or message supporting it.
Bring an evidence index and questions
List important orders, correspondence, financial records and unresolved facts. Put urgent dates in a separately verified checklist; do not rely on AI to monitor deadlines.
Use a short outline, then add sources
A practical outline is: current situation; existing arrangements and documents; dated events; unresolved facts; questions for advice. For each event, distinguish what you personally know from what a record or another person says. A one-page overview is a starting format, not a legal requirement. Ask the intended recipient how much detail would help and keep the original sources available.
How SeraCase AI can help
SeraCase lets you organize your case timeline and documents, ask questions about uploaded materials and export a package for your lawyer. Verify the summary before sharing.
Frequently asked questions
Does SeraCase provide legal advice?
No. SeraCase helps organize and prepare case materials, but it does not provide legal advice or decide whether evidence is admissible.
Can I use SeraCase if I have a lawyer?
Yes. You can organize materials before a meeting and review exports before sharing them with counsel.
Can AI make mistakes with documents?
Yes. Scans, dates, and context can be misread or missed. Review original records and check all important claims, timelines and obligations.
Will AI monitor my court deadlines?
Do not rely on AI to identify or monitor legal deadlines. Verify dates from the original documents and confirm requirements with qualified guidance.
How is a case summary different from an affidavit?
A case summary is an orientation and question list for review. An affidavit has its own factual and procedural requirements. Do not treat an AI-generated summary as sworn evidence or a filing-ready document.
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Use SeraCase to organize your records, review the timeline and prepare questions for a lawyer or mediator. Check every summary and export before sharing.
Content checked October 14, 2026 against the current product and public information. General organizational information for Canadian users; confirm current forms, requirements and deadlines with official sources or qualified counsel.