Attach the extraction suite (FILEX, MEDEX, RESIDEX — loose files or one .zip case folder) and put the client's name and the matter number in the subject line. That's it — the case opens (or refreshes) automatically. Re-sending an updated suite later is safe; it replaces the old extracts and never duplicates records.
The subject line is forgiving. Name first or matter number first, both work — "Rivera, Luz 25-005058-NI" and "25-005058-NI Rivera, Luz" are read the same way. The matter number is also picked up from the file names, so you do not have to format anything.
Send the extracts as .docx or .txt, not PDF. A PDF is filed as a case record, not read as an extraction, so a suite exported to PDF will not open a case. If anything is wrong with what you send, you now get an email back telling you exactly what to fix — you should never be left wondering.
Describe the case in the same email and it gets coded at open: "UIM case, also sue the driver, policy limits 250k, defendants: Robert Kane and Ace Trucking" sets the coverage type, joinder, limit, and defendants on the case file — the confirmation email repeats back what it coded.
Attach the served papers (the interrogatories / requests to produce / requests for admission — PDF or Word; scans are fine, they get read automatically) and say what you want in the body. Anything else you write becomes notes to the drafter, so tell it what matters.
Answering a second set? Attach the new served set and our answers to the first set (the "RESP - PL ..." file). The prior answers are used as reference so the new answers stay consistent — they are never re-answered.
Case already open? No need to re-attach extracts — just put the matter number (or the client's last name) in the subject.
Attach the extracts (or use an already-open case) and describe the case in plain English. The Complaint, Initial Disclosures, Witness List, and Exhibit List all draft from what you tell it:
Instantly: a confirmation email that your message landed and what it's doing — for a lit packet it repeats back the case setup it read from your email, so if it misread something ("UM" instead of "UIM"), you can catch it right away and resend.
A few minutes later: the finished draft(s) reply to your email as editable Word documents — discovery answers as one RESP, the lit packet as all four filings in a single reply. If something fails, you get an email saying exactly what went wrong (never silence). Gary is pinged automatically the moment your task starts.
context in the filename and it will never be mistaken for something to answer.