Getting Started with Adjudica

Version 1.0 | March 2026

The AI does the homework. You make the decisions. Let's get you set up.

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

Before You Begin

Adjudica is an AI-powered case management platform built specifically for California Workers' Compensation attorneys. You upload your case documents, and the AI reads them, fills your court forms, builds case timelines, drafts your letters, and answers questions about your files -- citing the exact document and paragraph every time. You review everything before it goes anywhere.

What you need to get started:

How long this takes: About 15 minutes to set up your account and firm. Then explore at your own pace. We will be here.

A reassuring note: If you can upload an email attachment and fill out a form, you can use Adjudica. The AI handles the complicated parts. You handle the lawyering.

Step 1: Your First Login

You are getting into Adjudica one of two ways. Pick your path.

Got an invitation email?

Someone at your firm already set things up. Click the link in the email, set a password, and you are in. Your firm profile, team, and settings are already configured. Skip ahead to Step 5 and start working cases.

Starting fresh?

You are the first person from your firm. Here is what to do:

  1. Go to https://app.adjudica.ai
  2. Click Sign Up
  3. Enter your name, email address, and a password
  4. Check your inbox for a verification email and click the link

That gets you through the front door. Next, you will set up your firm.

A quick note on the sidebar

Once you are logged in, the left sidebar is your home base. Everything in Adjudica lives there -- Mailroom, Matters, Drafts, Timeline, Templates, Workflows, Settings. Hover over any icon for a tooltip that explains what it does. You will learn where everything lives by the end of today. For now, just know it is all on the left.

Step 2: Setting Up Your Firm

The first time you log in as a new user (not from an invitation), Adjudica walks you through firm setup. It is a short form: firm name, address, phone number, primary contact. The same information on your letterhead.

The BAA

During setup, you will sign a Business Associate Agreement. In plain terms: it means we are legally bound to protect your clients' health information under HIPAA. Your data is encrypted, isolated from every other firm, and stored in US-based Google Cloud data centers. We do not train AI models on your documents. Ever.

You sign the BAA once. It covers your entire firm.

Takes about 90 seconds. Less time than it takes to refill your coffee.

Step 3: Inviting Your Team

You do not have to do this right now -- Adjudica works fine as a solo practitioner tool. But if you have people to bring in:

  1. Go to Settings in the sidebar
  2. Click Team Members
  3. Click Invite
  4. Enter the person's email address
  5. Choose a role

The role guide

Three roles, one sentence each:

Role Who it is for
Admin Who runs the platform -- manages settings, users, integrations, and billing
Attorney Who works cases -- full access to matters, drafts, forms, and AI features
Clerk Who supports case work -- uploads documents, reviews classifications, routes files

That is the whole decision. Who runs the platform? Admin. Who works cases? Attorney. Who supports case work? Clerk.

Your team members get an email with a link to join. They click, set a password, and they are in. You can always change someone's role later under Settings -- no one is locked in.

Step 4: Connecting MerusCase (Optional)

If your firm uses MerusCase for case management, you can connect it to Adjudica and pull your cases and documents straight in. If you do not use MerusCase, skip this step entirely. Adjudica works perfectly well on its own.

How to connect

  1. Go to Settings > Integrations
  2. Click Connect MerusCase
  3. You are redirected to the MerusCase site -- authorize the connection
  4. Done. You are back in Adjudica with the integration active.

What gets imported

Matters, case details, parties, and documents. Everything you need to start working a case without re-entering information. You can import individual cases or bulk import your caseload.

A note on syncing

The connection uses OAuth tokens, which expire periodically. If MerusCase stops syncing, go to Settings > Integrations, disconnect, and reconnect. Takes 30 seconds.

Step 5: Creating Your First Matter

A matter is a case. One matter per injured worker, per date of injury. If you have seen a case file, you know what this is.

Create from scratch

  1. Click Matters in the sidebar
  2. Click New Matter
  3. Fill in: Applicant Name (required), Case Number, Employer, Date of Injury (required), Claim Type
  4. Click Create

Import from MerusCase

If you connected MerusCase in Step 4, click Import from MerusCase instead. You will see a searchable list of your MerusCase cases. Pick one (or several), click Import, and the case details populate automatically.

Either way, you now have a matter. Let's put some documents in it.

Step 6: Uploading Your First Documents

This is where things start to get interesting.

How to upload

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

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

What happens next

Here is the part that earns its keep. After you upload, the AI:

  1. Reads your documents using optical character recognition (OCR) -- teaching the computer to read the pages the way you would
  2. Classifies each document -- figuring out whether it is a QME report, a medical record, a hearing notice, a treatment note, or one of dozens of other types
  3. Extracts the key information -- dates, names, body parts, diagnoses, providers

This takes a few minutes per document. Longer for a 200-page medical record. Shorter for a two-page hearing notice.

Watch the processing pipeline

The Mailroom has tabs that track each document through the pipeline:

Tab What is happening
Uploaded Just arrived -- waiting to be sent to processing
Processing The AI is reading and classifying
Ready for Review AI is done -- your turn to check the classification
Failed Something went wrong -- click for details and a retry button

The status badges

While processing, watch for the colored badges:

When documents reach Ready for Review, it is your turn. The AI proposes a document type and subtype. You approve or correct it. This step matters -- the classification feeds into everything else the AI does with that document.

Tips for better results

How It Works (The Glass Box)

When you upload a document, the system converts it to searchable text using OCR, then an AI model reads the text and identifies the document type. Classification comes with a confidence score, and no classification is finalized until a human reviews and approves it.

The system uses only your uploaded documents -- nothing external, nothing from other firms.

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.

Step 7: Understanding AI Confidence -- The Glass Box Difference

This is the most important section in this guide. Everything else is navigation. This is philosophy -- and it is the reason Adjudica exists.

The kitchen analogy

Most AI tools are a closed kitchen. You hand over your order and get back a dish. If something tastes off, you have no idea what went wrong -- was it the ingredients? The recipe? The cook having a bad day?

Adjudica is a glass-walled kitchen. You can see every ingredient, every step, and every decision the AI made. If something is off, you can see exactly where and why. That transparency is not a feature. It is the entire point.

The confidence indicators

When the AI fills a form field or extracts information, it tells you how confident it is. You will see these colors everywhere -- on form fields, document classifications, timeline events. They always mean the same thing:

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" Do not accept without verifying against the source document
Blank "I couldn't find anything" Fill this in yourself

The most important sentence in this guide

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. A green field still needs your eyes. A red field needs them more. A blank field needs your expertise entirely. But none of them should be filed without review.

How three models work together

When Adjudica fills a form, it does not ask one AI model -- it asks three. OpenAI, Anthropic, and Google each independently read your documents and propose answers.

Think of it as getting three associate opinions before you sign off. When all three come back with the same answer, you can feel reasonably confident. When they disagree, you know exactly where to focus your attention.

Source citations

Every AI-generated answer comes with a receipt -- a link to the exact document and paragraph the AI relied on. Click it to jump straight to the source. No mystery. No hand-waving. No "trust me."

If the citation supports the answer, move on. If it does not, override it. That is the entire review workflow, and it works the same way everywhere in the platform.

The pre-filing checklist

Before you file anything the AI helped create, run through this:

Print this. Pin it to your monitor. Tape it to the wall next to your bar license. Whatever works. It is the bridge between what the AI produces and what you file.

The AI proposes. You review, correct, and approve. That is the deal -- and it is a good one.

How It Works (The Glass Box)

When you click "AI Fill," the system does four things: (1) searches every document in your matter for passages relevant to each form field, (2) sends those passages to three independent AI models, (3) each model proposes an answer with a citation to the source, and (4) the system compares the three answers and assigns a confidence color.

The AI only reads documents in your matter. It cannot access other firms' data, the internet, or external legal databases. It cannot see documents you have not uploaded.

Every proposed answer includes a link to the exact paragraph the AI relied on. You can click it, read the source, and decide whether the AI got it right. Nothing is filed, published, or exported without your explicit approval.

What this means for you: You get a first draft in minutes instead of hours, with a clear trail of evidence for every answer. Your job shifts from filling forms to checking the AI's homework -- and the AI shows all its work.

Step 8: Creating Your First Draft

Now that you understand how the AI communicates confidence, let's put it to work.

Go to your matter, click Drafts, then Create Draft. You have three options:

Type Best for
Court Form DWC forms -- the AI fills every field from your case documents
Template Demand letters, MSC statements -- the AI fills your firm's templates with case-specific details
Custom Anything else -- describe what you need in plain language, the AI generates it

Walk through: filling a court form

This is the feature that saves the most time, so let's do it step by step.

  1. Select the form. Pick a DWC form from the library. Start with one you know well so you can evaluate the AI's work against your own knowledge.

  2. Click "AI Fill." The system goes to work. This takes two to four minutes -- longer if the matter has many documents.

  3. Review each field. When the AI finishes, every field is either filled (with a confidence color) or blank. Start with the green fields -- a quick glance at the citation for each. Move to yellow -- compare the candidates to the source. Then red -- verify everything against the original document.

  4. Check the multi-candidate dropdown. For yellow and red fields, the AI often found multiple possible answers. Click the dropdown to see all the candidates, each with its own citation. Pick the right one, or type your own.

  5. Fill in the blanks yourself. The AI could not find everything. That is honest, not broken. Fill in what it missed.

  6. Preview the PDF. Click Preview to see how the final document will look. Check for formatting, page breaks, and anything that looks off.

  7. Export. Download as PDF or Word. Review the exported file before filing -- formatting occasionally shifts between the editor and the export. The two minutes you spend here can save you a lot more than two minutes later.

Your first AI-filled draft will feel like a revelation. Your second will feel like Tuesday. That is the goal -- it should be that normal.

Step 9: Exploring the Timeline

The timeline is your case's story arc, built automatically from your documents.

How to view it

  1. Go to Timeline in the sidebar
  2. Select your matter from the dropdown (type to search)
  3. The AI has already read your documents and plotted events chronologically

Color-coded events

The timeline organizes events into eight categories so you can scan the history at a glance:

Color Event Type What it covers
Red Injury Date of injury, injury descriptions
Blue Medical Treatment appointments, surgeries, prescriptions
Orange Hearing WCAB hearings, conferences, appearances
Green Claim Claim filings, denials, acceptances
Purple Evaluation QME, AME, and PQME evaluations
Teal Settlement Offers, negotiations, C&Rs
Brown Decision Judicial decisions, awards, orders
Gray Filing DWC filings, applications, petitions

Dig deeper

Click any event to see the full details and every source citation. Click a citation to jump to the exact paragraph in the original document. If the AI missed something or got a date wrong, click the edit icon to correct it. You can also add events manually -- phone calls, verbal agreements, things that are not in any document.

Ask questions about your case

Click the sparkles icon while viewing the timeline. This opens Case Chat, where you can ask questions like:

The AI searches all your case documents to answer, with citations for every claim.

Great for getting up to speed on a case you just inherited. Instead of reading every document front to back, you get the story arc in one view.

Step 10: Setting Up Templates and Workflows

This is where the time savings compound. A template saves you 30 minutes per document. A workflow saves you that 30 minutes automatically, without even being asked.

Templates

  1. Go to Templates in the sidebar
  2. Click Create New Template
  3. Upload your best demand letter (or whatever document your firm writes repeatedly)
  4. The AI reads your document and converts it into a reusable template, identifying where case-specific placeholders should go -- applicant name here, date of injury there, employer name here
  5. Review the suggested placeholders, adjust as needed, and save

Next time you need that document, go to your matter, create a draft from the template, and the AI fills in the case-specific details automatically. You review and export. Done.

Workflows

Workflows connect triggers to actions, so things happen without you lifting a finger.

  1. Go to Workflows in the sidebar
  2. Click Create Workflow
  3. Pick a trigger -- for example, "QME Report classified"
  4. Pick an action -- for example, "Create draft from Demand Letter template"
  5. Enable the workflow

Now every time a QME report lands in your Mailroom and gets classified, a draft demand letter appears automatically in the associated matter. Pre-filled from the case documents. Ready for your review. No manual step required to kick it off.

Build one template and one workflow today. Add more as you go. Within a week, you will wonder how you worked without them.

From Getting Started to Daily Use

You have uploaded documents, created a draft, explored the timeline, and set up a workflow. Here is what your daily routine looks like from here.

For Attorneys

Morning:

During the day:

End of day:

For Clerks

Morning:

During the day:

End of day:

For Admins

Weekly:

Monthly:

When Something Goes Wrong

You are an attorney. You know things go wrong. Here is the quick-fix guide.

Document stuck in Processing

Amber badge (30+ minutes): Wait a bit longer. Large documents and heavy server load can cause delays. If it does not move after an hour, click retry.

Red badge (2+ hours): Something is stuck. Click retry. If it fails again, the document may be corrupted or unreadable. Try re-scanning the original at higher resolution and uploading again. If the problem persists, contact support.

AI confidence is very low on most fields

This usually means the source documents are poor quality -- blurry scans, faded text, handwritten notes. Try re-scanning the originals at higher resolution. Clean PDFs make a dramatic difference.

"I uploaded a document but the AI did not find it"

Three things to check:

  1. Is the document assigned to the correct matter?
  2. Has it finished processing? (Look for "Ready for Review" or later status)
  3. Did you approve the classification? Unclassified documents are not available to AI features.

MerusCase not syncing

Go to Settings > Integrations. If the connection shows expired, disconnect and reconnect. OAuth tokens expire periodically -- reconnecting refreshes them. Takes 30 seconds.

Something else?

support@adjudica.ai gets you a human response within one business day. For urgent issues, email alex@adjudica.ai directly. Every message gets a real reply from a real person.

Next Steps

You are up and running. Here is where to go from here:

Support

Need Contact Response time
General support support@adjudica.ai 1 business day
Direct to founder alex@adjudica.ai Same day
Security or data concern security@adjudica.ai Immediate (24/7)

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

The AI does the homework. You make the decisions. Welcome aboard.

Glass Box Solutions, Inc.