While Fisher Phillips already had a relationship with another company to send these case alerts, the alerts provided only basic information, such as case numbers, jurisdictions, and maybe a brief summary of the complaint.<\/p>\n
But through the partnership with Trellis, these alerts are enriched with AI-driven case insights drawn from Trellis\u2019s collection of state court data that includes 2.5 billion records across 3,500 cases from 46 states.<\/p>\n
\u201cWhen our clients need us, speed and strategy matter,\u201d said Evan Shenkman<\/a>, chief knowledge and innovation officer at Fisher Phillips. \u201cThat\u2019s why we partnered with Trellis to enhance our new case alert system with AI-generated Case Strategy Reports.<\/p>\n \u201cThese customized early case assessments \u2014 trained on millions of judicial filings \u2014 automatically land in our attorneys\u2019 inboxes whenever their client is named as a defendant in a state court case. With instant, AI-powered insights, we gain a critical head start in protecting our clients\u2019 interests.\u201d<\/p>\n These Case Strategy Reports are based on the suite of generative AI features Trellis released last November<\/a> (and which I discussed with Nicole Clark<\/a>, the founder and CEO of Trellis, in an episode of the LawNext PR Podcast<\/a>). But the integration with Fisher Phillips takes this concept a step further by embedding these AI-generated reports directly into the daily alerts attorneys receive. That detailed information can give them a critical head start on a case.<\/p>\n Among the topics the Case Strategy Report specifically covers:<\/p>\n During a demonstration of the system, Alon Shwartz<\/a>, cofounder and chief operating officer of Trellis, explained that the process begins when a case is filed against a Fisher Phillips client or potential client and the firm receives an alert through its service provider. While case alerts are \u201cpretty much a commodity,\u201d Shwartz said, \u201cthe value here is not just to know where a case was filed \u2026 it\u2019s to know what to do with that information.\u201d<\/p>\n Twice a day, all the case alerts Fisher Phillips receives are automatically forwarded to Trellis. These alerts, which come from a different vendor, are automatically processed by Trellis\u2019 system. \u201cWe get them as a spreadsheet, basically, of their new alerts twice a day,\u201d Shwartz said, although he added that the alerts can also be sent to Trellis via a BCC on email alerts or through other methods such as CSV files or FTP transfers.<\/p>\n To generate a complete Case Strategy Report, Trellis requires minimal information: primarily the case number, state, and county where the case was filed. With just these three data points, Trellis can leverage its database to produce comprehensive analysis without requiring firms to share sensitive client information or credentials.<\/p>\n Shwartz said that the Case Strategy Report is designed to be a comprehensive resource for attorneys from \u201cminute zero\u201d of a case filing. During the demonstration, he showed me a sample report that contained multiple sections focused on providing strategic guidance. \u201cThe whole idea of this is to provide strategy for the attorney,\u201d he said.<\/p>\n These reports include basic case information, causes of action, factual background about the case, a timeline, and a detailed breakdown of each cause of action. What sets the reports apart, however, is their strategic content: legal defenses broken down by cause of action, potential tactics, supporting claims and defenses, discovery preparation recommendations, witness identification, and gaps in evidence.<\/p>\n![\"\"](\"https:\/\/i0.wp.com\/www.lawnext.com\/wp-content\/uploads\/2025\/05\/Case-Strategy-Report-1-1024x580.png?resize=1024%2C580&ssl=1\" "\\"\\"")
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How the Integration Works<\/h3>\n
Inside the Case Strategy Report<\/h3>\n
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