Adjudica User Guide

Version 3.0 | March 2026

The AI does the homework. You make the decisions.

Product URL
Adjudica app.adjudica.ai
Glassy glassy.adjudica.ai
These Docs foundersdocs.adjudica.ai

What Is Adjudica?

Adjudica is your firm's AI-powered case management platform for California Workers' Compensation. Upload your case documents, and the AI reads them, fills your court forms, builds your case timeline, drafts your letters, and answers questions about your files -- citing the exact document and page every time.

The important part: You are always in charge. The AI proposes. You review, correct, and approve. Nothing leaves the platform without an attorney's sign-off. Think of it as a very fast, very thorough first-year associate who always shows their work and never files anything on their own.

Security: HIPAA-compliant. BAA included. All data encrypted at rest and in transit in Google Cloud (US data centers only). Your firm's data is isolated from every other firm's data -- no cross-contamination, no shared models, no training on your documents. Ever.

The Glass Box Promise: Most AI is a black box -- you put data in, something comes out, and nobody can explain what happened in between. We do the opposite. Every AI answer in Adjudica comes with a citation to the exact document and paragraph the AI relied on. You can always see why the AI said what it said, where it got the information, and how confident it is. Transparency is not a feature. It is the whole point.


Quick Reference

Not a "read the whole manual" person? We get it. Here is the cheat sheet.

I want to... Where
Upload documents Mailroom > drag and drop
Create a new case Matters > "New Matter"
Fill a court form with AI Matter > Drafts > "Create Draft" > select DWC form
Generate a demand letter Matter > Drafts > "Create Draft" > "From Template"
Write a custom document Matter > Drafts > "Create Draft" > "Custom Draft"
Ask about my case Click the sparkles icon on the right side of any matter page
See the case timeline Timeline > select your matter
Build a reusable template Templates > "Create New Template"
Automate a workflow Workflows > "Create Workflow"
Invite a team member Settings > Team Members
Import from MerusCase Matter Overview > "Import from MerusCase"
Enable two-factor auth Profile > Security

That is the whole platform in twelve rows. Read on for the details, or just dive in -- hover over any sidebar item for a tooltip explaining what it does.


1. Logging In & Navigation

Logging in

Go to https://app.adjudica.ai and enter your email and password.

First time with an invitation? Click the link in your invitation email. Your email is pre-filled -- just set a password and you are in.

First person from your firm? You will set up a firm profile, invite your team, and accept the BAA. Takes about two minutes.

Forgot your password? Click "Forgot Password" on the login page, enter your email, and check your inbox for a reset link. The link expires in 24 hours. If it does not arrive, check your spam folder before contacting support.

Email verification: New accounts require email verification. Check your inbox for a verification link after signing up. You will not be able to access the platform until your email is verified.

The sidebar

The left sidebar is your home base. Everything lives here:

Sidebar Item What It Does
Review Queue Your dashboard -- what needs your attention right now
Mailroom Upload and process incoming documents
Documents Browse all case files across your firm
Drafts Court forms, template drafts, and custom documents
Timeline Chronological case event history
Matters All your cases in one place
Templates Reusable document templates
Workflows Automation rules
Settings Firm details, team, integrations (Admin only)

Collapse the sidebar with the toggle at the top when you need more screen real estate. Your profile lives at the bottom of the sidebar -- click it to manage your name, password, security settings, and to log out.


2. Dashboard (Review Queue)

Your home page. Think of it as your morning briefing -- everything that needs your attention, in one place.

What attorneys and admins see

The dashboard is not trying to show you everything. It is showing you what needs your attention right now. If nothing is on the dashboard, your inbox is clear.

What clerks see

The activity panel

The activity panel in the top right corner shows what is happening in the background:

Click any activity item to jump straight to the relevant page.


3. Mailroom

Every document starts here. The Mailroom is where you upload, classify, and route documents to the right case. Think of it as your intake department -- except it never takes a lunch break.

Upload

  1. Go to Mailroom
  2. Drag and drop files into the upload area (or click to browse your computer)
  3. Assign each document to a matter -- start typing the applicant name, case number, or employer and pick from the dropdown
  4. Click Upload

Supported formats: PDF, DOCX, DOC, JPG, PNG, TIFF -- up to 50 MB per file. PDFs give the best results by a wide margin.

The five-tab pipeline

Documents move through stages automatically. Each tab shows a different stage, with a count badge so you always know what is waiting:

Tab What Is Happening
Uploaded Just arrived -- classify and send to processing
Processing The AI is reading the document (OCR and classification in progress)
Ready for Review AI is done -- your turn to review and approve the classification
Failed Could not process -- click for error details and retry options
Unprocessed Hit a snag during classification -- retry or classify manually

Status badges while processing

Filters and bulk actions

Filter by document type, subtype, or matter. Search by filename. When you have hundreds of documents flowing through intake, these filters are your best friend. Select multiple documents to classify or route them in bulk.

Tips for better results

How It Works (The Glass Box)

When you upload a document, the system first converts it to searchable text using optical character recognition (OCR) -- essentially teaching the computer to read the page the way you would. Then an AI model reads the text, identifies the document type (QME report, medical record, hearing notice), and tags it accordingly.

If the scan is clean, the AI can read it in seconds. If it looks like it went through a photocopier three times, expect lower confidence scores on the extracted text. The system uses only your uploaded documents -- nothing external.

Every classification comes with a confidence score, and no classification is finalized until a human reviews and approves it.

What this means for you: You upload, the AI reads and sorts, you approve. The heavy lifting is done, but the final call is yours.


4. Matters

A matter is a case. One matter per injured worker, per date of injury.

Create a matter

Matters > "New Matter" > fill in the applicant name, case number, employer, date of injury, and claim type > Create. That is it.

You can also import directly from MerusCase if your firm has that integration set up (see Section 11).

Find a matter

The matter list is searchable and filterable:

Matter Home

Click into a matter and you land on the Matter Home page -- everything about that case in one view.

Summary cards across the top show Documents, Drafts, Events, and Days Active at a glance. Click any card to jump straight to that section.

Quick actions -- Upload Document, Create Draft, Import from MerusCase. The things you do most, one click away.

Case details -- Applicant information, employer, insurance carrier, assigned attorney, involved parties, and current case status.

Case status lifecycle

Status What It Means
Intake Setting up the case -- gathering documents and information
Active In active litigation
Pending Settlement At the negotiating table
Settled Resolved
Archived Closed and read-only

Insurance and parties

Each matter tracks the insurance carrier, claims administrator, and all involved parties (applicant, employer, defense counsel, judges, QMEs). You can add, edit, or remove parties as the case evolves. The AI uses this information when filling forms and answering questions.

MerusCase import

If your firm uses MerusCase, you can pull cases directly into Adjudica. On the Matter Home page or the Matters list, click "Import from MerusCase". You will see a searchable list of your MerusCase matters. Select one or several, click Import, and the case details populate automatically. You can also pull documents from MerusCase into an existing Adjudica matter.


5. Documents Library

Documents in the sidebar shows every case file across every matter in your firm.

Browse and find

Search by filename. Filter by matter, document type, subtype, status, or date range. Paginate results at 25, 50, or 100 per page. When you are looking for a specific QME report across your entire caseload, this is where you go.

View a document

Click any document to open it in a PDF viewer with zoom, page navigation, and download. A breadcrumb link at the top gets you back to the list.

Document review

When a document shows "Ready for Review," click it to see the AI's work. The system displays the extracted text paragraph by paragraph, each with a confidence score.

How It Works (The Glass Box)

Each paragraph gets a confidence score based on how clearly the AI could read the text. Very High (80%+) means the text was clean and the AI is confident in every word. Low (below 30%) means the AI is squinting -- think handwritten notes on a prescription pad or faded carbon copies from the 1990s.

The AI is not guessing whether the content is legally correct. It is telling you how well it could read the page. The confidence score measures legibility, not legal accuracy.

The system flags low-confidence paragraphs so you know where to focus your manual review.

What this means for you: Skim the high-confidence paragraphs. Spend your time on the ones where the AI struggled -- those are the ones most likely to contain errors in the extracted text.

Review each paragraph: approve accurate extractions, correct mistakes, or delete content the AI misread. Your approved version becomes the official extracted text that the AI will use for form filling, timeline building, and chat.

This step matters. The quality of every downstream AI feature -- form filling, timeline, chat -- depends on the quality of the extracted text. Spending five minutes correcting a low-confidence extraction now saves you from tracking down wrong answers later.


6. Drafts

This is where documents get made. This is the core of the platform -- where AI form filling, template generation, and custom drafting come together. If you only learn one section of this guide well, make it this one. Three paths, one goal: get your documents done faster without sacrificing accuracy.

Draft Type What It Does
Court Form You pick a DWC form. The AI fills it from your case documents.
Template You pick a firm template. The AI fills in the placeholders.
Custom You describe what you need in plain language. The AI writes it.

To create any draft: go to your matter > Drafts > "Create Draft" > pick your type.


Court Form Drafts

This is the feature that saves the most time. Here is the workflow:

  1. Open your matter and go to Drafts > "Create Draft"
  2. Select "Court Form" and pick a DWC form from the library
  3. Click "AI Fill"
  4. Wait two to four minutes (longer if the matter has many documents)
  5. Review the completed form -- every field is filled in or flagged

When the AI finishes, you see the form with every field populated (or flagged as unfilled) with confidence indicators and source citations. The AI has read every document in the matter and proposed the best answer it could find for each field.

Confidence indicators

This is how the AI tells you how sure it is. Your job is to verify.

Color What the AI Is Saying What You Should Do
Green "I'm pretty sure about this one" Quick check -- glance at the citation
Yellow "I found something, but I'm not 100%" Look more carefully -- compare the candidates to the source
Red "I'm guessing here, honestly" Verify against the source document before accepting
Blank "I couldn't find anything" Fill this in yourself

Green does not mean correct. It means the AI thinks it is correct. The AI is confident, not infallible -- much like that one opposing counsel we all know.

Multi-candidate answers

Sometimes the AI finds more than one possible answer for a field. When that happens, you see a dropdown with the candidates. Each candidate shows which document and paragraph it came from. Pick the right one, or type your own.

Source citations

Every AI-proposed answer includes a link to the exact document and paragraph the AI relied on. Click the citation to see the source text. Think of it as clicking to see the receipt. If the receipt does not support the answer, override it.

This is what makes Adjudica different from other AI tools. You never have to wonder "where did this come from?" The answer is always one click away. If you are reviewing a form and an answer looks suspicious, click the citation. If the source paragraph says what the AI claims it says, move on. If it does not, fix it. That is the entire review workflow.

Override any field

Click the edit icon on any field. Type your correction. Done. Your change is logged in the audit trail -- there is always a record that you reviewed and modified the AI's output.

How It Works (The Glass Box)

When you click "AI Fill," three separate AI models (OpenAI, Anthropic, and Google) each independently search your case documents for text relevant to each form field. They find the most relevant passages, read them, and each propose an answer -- like getting three associate opinions before you sign off.

When all three agree, the field turns green. When two agree, yellow. When they disagree, red. When none found anything, the field stays blank. The AI only reads documents in your matter. It cannot access other firms' data, external databases, or anything you have not uploaded. Every proposed answer includes a link to the exact paragraph the AI relied on.

What this means for you: You get a first draft in minutes instead of hours. Your job is to check the AI's homework, not do it from scratch.


Template Drafts

Select a firm template (one you have created or one from the pre-built library). The AI reads your matter's case data and documents, fills in the placeholders -- applicant name, date of injury, employer, medical providers, and so on -- and presents the draft for your review.

Review the filled sections, adjust the language where needed, and export. Useful for demand letters, MSC statements, correspondence, and anything your firm writes repeatedly with case-specific details. The AI does a good job with factual placeholders (names, dates, addresses). Narrative sections may need more of your attention -- the AI writes competently but generically. Your voice and strategy make the difference.


Custom Drafts

Describe what you need in plain language. For example: "Write a letter to the insurance carrier requesting authorization for the recommended surgery based on the QME report." The AI reads your case documents, finds the relevant information, and generates a complete document grounded in your uploaded files.

Review the output carefully, refine the language, and export. Custom drafts are best for one-off documents or situations where no template exists yet. If you find yourself creating the same custom draft repeatedly, that is a sign you should turn it into a template (see Section 9).


The Editor (shared across all draft types)

All three draft types open in the same editor. Here is what you can do:

A note on the rendering

Always download and review the final PDF before filing. The two minutes you spend reviewing the rendered document can save you a lot more than two minutes later. Formatting occasionally shifts between the editor view and the exported PDF -- a table cell wraps differently, a page break lands in an awkward spot. Check the PDF. Every time.


Pre-Filing Checklist

The AI did the first pass. Now it is your turn. Before filing or serving anything generated by the platform:

The AI shows its work. Your job is to check it. That is the deal.


7. Timeline

Upload your case documents and the AI builds a chronological timeline for you. No manual data entry. It reads everything you uploaded, finds dates paired with events, and plots them in order with descriptions, categories, and citations back to the source.

Event types

The timeline uses eight color-coded event categories so you can scan the history at a glance:

Event Type What It Covers
Injury Date of injury, specific injury descriptions
Medical Treatment appointments, surgeries, prescriptions
Hearing WCAB hearings, conferences, appearances
Claim Claim filings, denials, acceptances
Evaluation QME, AME, and PQME evaluations
Settlement Settlement offers, negotiations, C&Rs
Decision Judicial decisions, awards, orders
Filing DWC filings, applications, petitions

How to use it

  1. Go to Timeline in the sidebar
  2. Select your matter from the dropdown (type to search)
  3. Events appear as documents are processed -- the more documents you upload, the more complete the timeline becomes
  4. Filter by event category, date range, or use the zoom controls to focus on a specific period
  5. Click Jump to Present to see the most recent events

Duplicate merging

If three documents mention the same hearing on the same date, you get one timeline entry with three citations -- not three duplicate entries. The AI merges events when it finds multiple references to the same occurrence.

Click for details

Click any event to open a detail panel showing the full description, all source citations, and links to the original documents. Click any citation to jump to the exact paragraph in the source document.

Add or edit events manually

The AI will miss things -- especially events that are not documented in your uploaded files (phone calls, verbal agreements, things you just know). Click "Add Event" to create an entry manually, or click the edit icon on any existing event to correct the AI's work.

AI chat on the timeline

Click the sparkles icon while viewing the timeline. Ask questions like:

The AI uses all your case documents to answer, right alongside the visual timeline. Great for MSC prep, settlement negotiations, and getting up to speed on a case you inherited from another attorney.

A note on completeness: The timeline is only as complete as your uploaded documents. If you know something happened but it does not appear on the timeline, check whether the relevant document has been uploaded and processed. Missing events usually mean missing documents.

How It Works (The Glass Box)

The AI reads every document in your matter and looks for dates paired with descriptions of events -- an injury on a certain date, a medical appointment, a hearing. It extracts these, categorizes them into the eight event types, and plots them chronologically. When multiple documents mention the same event, the AI merges them into one entry with citations to each source.

The timeline is only as complete as your uploaded documents. If a key document is missing, the event will not appear. The AI cannot infer events that are not mentioned in the text.

What this means for you: Upload everything first, then build the timeline. The more complete your document set, the more complete your timeline.


8. Case Chat (Matter Chat)

Ask questions about your case in plain English. The AI searches all your uploaded documents and answers with citations -- like having a research clerk who has read every page of every file and can find anything in seconds.

How to use it

Click the sparkles icon (right side of the screen) on any matter page. Type your question. Get an answer with links to the exact paragraphs the AI relied on.

Good questions

Not-so-good questions

Draft chat

While editing a draft (any type), the sparkles icon opens a chat scoped to that specific draft. Ask about form fields, request language suggestions for narrative sections, or ask the AI to explain why it chose a particular answer. The AI's responses draw from your case documents, focused on the draft you are working on.

Important details

How It Works (The Glass Box)

When you ask a question, the system searches your case documents for the most relevant passages -- not by keyword matching, but by understanding what you mean. It reads the top results and composes an answer that cites exactly where it found the information. Think of it as a very fast research clerk who reads every document, highlights the relevant parts, and writes you a memo with footnotes.

The AI only accesses documents within your matter. Each session is independent -- no memory carries over between conversations.

What this means for you: Fast case research with receipts. Ask a question, get an answer, click the citation to verify. Repeat.


9. Templates

Build reusable documents -- demand letters, settlement proposals, client correspondence -- with smart placeholders that auto-fill from case data. Build the template once, use it on every case.

Create a template

Templates > "Create New Template" > choose your starting point:

Edit and organize

Use the template editor to add, remove, or reorder sections. Drag and drop to rearrange. Preview the template to see how it will look when filled with case data. Save when you are satisfied.

Pre-built templates

We included a starter set of templates for common Workers' Compensation documents:

Clone any of them and make them yours. Adjust the language to match your firm's voice, add your letterhead details, rearrange the sections, and save as a new template. The originals remain untouched -- you are working on a copy.

Use a template

Go to your matter > "Create Draft" > "From Template" > pick the template > the AI fills the placeholders from your case data > you review and adjust > export as PDF or Word. That is the workflow.


10. Workflows

Set up rules that do things automatically. The kind of thing a really organized paralegal would do, except it happens instantly every time and never forgets.

Example: "Every time a QME Report is classified, automatically create a DWC form draft." The draft appears, pre-filled from the case documents, ready for your review. No manual step required to kick it off.

Set up a workflow

  1. Go to Workflows in the sidebar
  2. Click "Create Workflow"
  3. Pick the trigger -- the document type and subtype that sets off the workflow (e.g., "QME Report" is classified in the Mailroom)
  4. Pick the action -- the template or form the workflow should generate (e.g., "Create DWC 10250.1 draft")
  5. Enable the workflow and Save

Manage workflows

Toggle any workflow on or off at any time. The Workflows page shows the last-fired timestamp for each rule, so you can see what has been running and when. Edit or delete workflows as your firm's processes change.

Good candidates for workflows

Start with one or two and expand from there. You can always adjust. And remember -- the workflow creates the draft, but a human still reviews it. Automation handles the initiation. Quality control is still yours.


11. Settings (Admin Only)

Settings are only visible to users with the Admin role. If you do not see Settings in the sidebar, you do not have Admin access -- talk to whoever set up your firm's account.

Firm details

Edit your firm's name, address, phone number, and contact information. This information appears in templates and generated documents that reference firm details.

Team members

Invite people by email and assign a role. Resend invitations for anyone who has not accepted yet. Remove members who have left the firm. Each user gets exactly one role.

Roles

Role What They Can Do
Admin Everything -- cases, documents, users, settings, workflows, integrations. The keys to the building.
Attorney Cases and documents. All AI features (form filling, chat, drafts, timeline). Cannot manage users or firm settings.
Clerk View and edit cases and documents. Cannot delete matters, cannot manage users or settings.

Matter Deny List

Some cases need a smaller circle. Settings > Matter Deny List > pick the matter > select which users should not see it. Those users will not see the matter anywhere in the platform -- not in the matter list, not in search results, not in the dashboard. You can undo this at any time.

Integrations

MerusCase

Already using MerusCase? Connect it here.

  1. Settings > Integrations > "Connect MerusCase"
  2. You will be redirected to MerusCase to authorize the connection
  3. Authorize and you are returned to Adjudica -- done

Once connected, you can import matters and pull documents from MerusCase into Adjudica. Hit "Import from MerusCase" on any matter page to grab the latest case data and documents. The connection persists until you disconnect it -- you do not need to re-authorize each time.


12. Your Profile & Security

Click your name at the bottom of the sidebar to access your profile, or go to Profile directly.

Personal information

Update your name, phone number, bar number, and profile photo. Your bar number is used in generated documents -- keep it current.

Password

Change your password at any time. You will need to enter your current password first, then your new password twice. Use something strong and unique. If you forget your password, use the "Forgot Password" link on the login page.

Two-factor authentication (2FA)

Two-factor authentication is like a deadbolt on your office door. The password is the doorknob lock. Both together mean someone needs your password and your phone to get in.

To enable 2FA:

  1. Go to Profile > Security
  2. Click "Enable Two-Factor Authentication"
  3. Scan the QR code with your authenticator app (Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app)
  4. Enter the 6-digit code from your app to verify the setup
  5. Save your backup codes. Store them somewhere safe -- a password manager, a printed sheet in a locked drawer. These are your emergency key if you lose access to your authenticator app.

After enabling 2FA, you will enter a 6-digit code from your authenticator app each time you log in, in addition to your password.

We strongly recommend enabling 2FA for every account that handles client data. It takes thirty seconds to set up and significantly reduces the risk of unauthorized access. If your firm has a security policy requiring 2FA, admins can verify which team members have it enabled in the user management settings.


When to Override AI Suggestions

The AI is a tool, not an authority. Here are the situations where you should always override its suggestions:

  1. When you have information the AI does not. Verbal conversations with the client, privileged strategy discussions, settlement terms discussed off the record -- the AI only knows what is in the uploaded documents.

  2. When the case has unusual facts the AI may not weigh correctly. The AI looks for patterns. Unusual cases -- atypical injury mechanisms, complex apportionment scenarios, novel legal arguments -- may produce answers that are technically sourced but strategically wrong.

  3. When the AI's source citation does not support its proposed answer. Click the citation. Read the source paragraph. If the source does not actually say what the AI thinks it says, override the field. The AI occasionally connects dots that should not be connected.

  4. When legal strategy requires framing facts differently than the AI did. The AI presents facts neutrally. Your job often requires framing facts persuasively. An AI-generated description of an injury is a starting point, not final copy.

  5. When in doubt. Your professional judgment always wins. The AI does not have a law license. You do.

The pattern is simple: trust the AI to find information, but trust yourself to interpret it. The AI is an extraordinarily fast reader with no legal judgment. You are a slower reader with decades of training in exactly the judgment that matters. Together, you are faster and more accurate than either of you alone.


Support

Need Contact Response Time
General support support@adjudica.ai 1 business day
Direct to founder alex@adjudica.ai Same day
Security or data breach security@adjudica.ai Immediate (24/7)
AI error report support@adjudica.ai (Subject: "AI Error Report") 1 business day
Billing support@adjudica.ai (Subject: "Billing") 2 business days
Legal or BAA legal@glassboxsolutions.com 3 business days
Compliance or audit compliance@adjudica.ai 3 business days
Privacy (CCPA/HIPAA) privacy@adjudica.ai 5 business days

Hours: Monday through Friday, 9 AM to 5 PM Pacific.

Emergency: security@adjudica.ai -- 24/7, every day of the year.

Something broken? Something confusing? Something you wish existed? Email alex@adjudica.ai. Every message gets a real reply.

Reporting an AI error

If the AI produces an answer that is clearly wrong -- not just low-confidence, but factually incorrect given the source document -- please report it. Send an email to support@adjudica.ai with the subject line "AI Error Report" and include:

These reports directly improve the platform. Every one is reviewed by the engineering team.


Cross-References


The AI does the homework. You make the decisions. That is how it should be.

Glass Box Solutions, Inc.