Prepare my CaseBrief for a lawyer conversation (nothing is saved)
prepare_case_briefUse when the person wants to get ready to talk to a lawyer about their own matter, e.g. "help me organize my eviction case before I call a lawyer" or "what should I bring to a consultation about unpaid overtime". Organizes ONLY what the person says into an editable brief: their original words (kept unchanged), matter type, confirmed state and city, dated chronology, people involved by role, evidence checklist, consultation questions, deadlines exactly as the person reported them, and a short redacted outreach summary. Each item is labeled (user_says, user_has, suggestion, unknown). Asks for missing details one or two at a time. Never infers facts, deadlines or the state; flags ID numbers, account numbers and health details and leaves them out of the summary. Stores nothing and sends nothing: to contact a lawyer the person picks, use preview_client_message. action discard drops it. Do NOT use for general legal questions, homework, news or when the person only wants information about the law. This is a listing service, not a lawyer referral service. No lawyer pays for placement or ranking of any kind.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| facts | No | ||
| action | No | create (default), update after the person edits anything, preview to show the outreach summary, discard to drop the brief | |
| matter | No | ||
| redact | No | Words the person wants left out of the outreach summary | |
| urgency | No | As the person said it | |
| brief_id | No | The brief_id from an earlier answer, so the same brief is updated | |
| questions | No | The person's own consultation questions, or the suggested ones after the person edited them | |
| next_steps | No | Next steps the person wrote. ESQ CoPilot does not add legal steps. | |
| participants | No | ||
| evidence_have | No | Documents or items the person says they have | |
| original_statement | No | The person's own first description, word for word. Never rewrite it; pass it back unchanged on every update. | |
| user_reported_deadline | No | A date the PERSON reported (court date, notice period). Not checked or calculated. | |
| include_names_in_outreach | No | Default false: other people's names are replaced by their role |