Case Pilot: AI Legal Case Management

·2 min read·ai, legal-tech, open-source

Jacob Molz

Case Pilot is a local-first, privacy-focused tool that helps self-represented parties manage their litigation. It runs entirely on your machine — no cloud, no third-party access to your case files. Built for North Carolina District Court but adaptable to any jurisdiction.

Core features

  • AI Drafting — Claude-powered motion and response drafting with full case context via RAG over your local documents
  • Court Filing Monitor — Scrapes Tyler Tech Register of Actions portal for new filings, downloads PDFs, organizes into case folders
  • Deadline Tracker — AI-analyzed deadlines from court events with urgency coloring
  • Citation Verification — Checks NC case citations against CourtListener, statutes against local library
  • Filing Completeness Checker — Real-time checks for caption, signature block, certificate of service, jurisdictional reservation
  • Red Team Analysis — Opposing counsel simulation to stress-test your filings before submission
  • Hearing Prep Generator — Dual-format oral arguments: full 90-second and nuclear 2-sentence cutoff
  • DOCX Export — Court-ready Word documents with proper legal formatting
  • Research Library Sync — Auto-downloads NC statutes, local rules, and recent case law
  • Assignment Chain Visualizer — Visual chain-of-title analysis with gap detection

Privacy model

  • 100% local — No data leaves your machine except Anthropic API calls
  • No telemetry — No analytics, no tracking
  • Gitignored by default — Case config, database, and all case document folders excluded from version control

The only external communication is to the Claude API for AI-powered features. Your case context is sent for drafting but never stored on Anthropic's servers (when using API access).

How it works

The tool is organized around a folder structure that mirrors legal case management:

case-pilot/
├── 00_Case_Overview/     # Case index, timeline, strategy
├── 01_Pleadings/         # Complaints, answers
├── 02_Motions/           # Motions, responses, replies
├── 03_Discovery/         # Discovery requests and responses
├── 04_Evidence_Exhibits/ # Evidence and exhibits
├── 05_Court_Orders/      # Court orders
├── 07_Research/          # Statutes, local rules, case law
├── 08_Templates/         # Filing templates
└── 09_Oral_Arguments/    # Hearing prep scripts

Daily automation via macOS LaunchAgents handles court filing checks and research library sync.

Quick start

git clone https://github.com/jmolz/case-pilot.git
cd case-pilot
cp case-config.example.json case-config.json
cp .env.example .env
cd scripts && npm install && node setup.js
node ui-server.js

Source: github.com/jmolz/case-pilot