Checklist: Contextual AI Analysis

Set the Stage

• Tell the AI your role before you begin—plaintiff's counsel, defense, preparing for trial, analyzing prior testimony—so it filters the material through the right lens.

• Specify the case type: personal injury, employment, contract dispute, medical malpractice, or whatever applies.
• State your legal theory or primary argument so the AI knows what it's looking for.
• Identify the key disputed facts upfront so it knows the central points of disagreement the analysis should focus on.
• Note any relevant statutes, regulations, or case law that should inform how the AI evaluates the testimony.

Focus the Analysis

• Direct the AI toward specific aspects of the testimony rather than asking for a general review: liability arguments, damages evidence, witness credibility, timeline discrepancies, or policy compliance.

• Ask the AI to compare testimony across witnesses on a specific topic rather than summarizing each deposition in isolation.
• Request that the AI flag areas where testimony conflicts with documents, policies, or other witnesses' accounts.

Stress-Test Your Position

• Ask the AI to identify the strongest arguments against your position based on the testimony, not just the points that support you.

• Ask what opposing counsel would likely argue based on what the witnesses said.
• Use the AI to surface gaps: what events are referenced but underexplained, what documents are mentioned but not produced, what questions should have been asked but weren't.