Legal & Law
Case Strategy Builder
Win cases with better preparation
8
VAL
7
FIT
5
EASE
6
ODOO
8
GC
4
RISK
7.1
Score
Why This Workflow Matters
The business case for implementing this workflow.
Effective litigation strategy requires synthesizing vast amounts of information — facts, evidence, law, judicial tendencies, and opposing counsel behavior. Most litigation strategy lives in the lead partner's head, making it invisible to the team, difficult to challenge, and impossible to reference when that partner is unavailable. Formal strategy documents are rare because they take too long to prepare. This lack of documented strategy leads to reactive litigation — responding to opponent moves rather than executing a proactive plan.
The Bigger Puzzle
How AI + Odoo creates something greater than the sum of its parts.
AI + Odoo Synergy
Case opened in CRM → matter project created in Project with litigation timeline → AI generates initial strategy document in Documents → evidence mapped to case theory → discovery requests generated from evidence gaps → motion practice timeline added to project → settlement analysis updated as case develops → strategy document evolves through Project task updates → case outcome documented in Knowledge base for institutional learning.
Odoo Apps Activated
Project
Documents
CRM
Knowledge
Current Alternatives & Why They Fall Short
The existing solutions and their limitations.
Lex Machina / Westlaw Edge Litigation Analytics
Litigation analytics platforms providing data on judge behavior, case outcomes, and opposing counsel patterns.
$200-$500/user/month — Analytics subscriptions
Limitations
- Data and analytics only — does not generate strategy documents
- Requires attorney interpretation to translate data into strategy
- No integration with case management or document systems
- Historical analysis, not forward-looking strategic planning
Why RebusAI is Better
AI translates analytical data into actionable strategy documents with specific recommendations, timelines, and resource plans. From data to documented strategy in one workflow, integrated with case management in Odoo.
Partner Expertise (Traditional)
Litigation strategy developed through partner experience, associate memos, and team meetings — rarely documented formally.
Embedded in billable hours — But $500-$1,000/hour for senior strategy time
Limitations
- Strategy lives in partner's head — not documented or shareable
- Team members lack visibility into overall strategic direction
- Institutional knowledge lost when partners leave
- No systematic analysis of comparable outcomes
Why RebusAI is Better
AI creates a structured strategy document that captures and organizes the team's thinking, enhanced with data-driven analysis. Partner expertise is documented, shareable, and builds institutional knowledge. Strategy becomes a living document, not a mental exercise.
Litigation Support Consultants
External litigation consultants providing strategic analysis, mock trial services, and jury research.
$5,000-$50,000 per engagement — For significant cases
Limitations
- Expensive — reserved for high-stakes cases only
- External perspective without deep case knowledge
- Point-in-time analysis, not ongoing strategic support
- Deliverable is a report, not an integrated case management tool
Why RebusAI is Better
AI provides strategic analysis for EVERY case, not just the high-value ones. Continuously updated as the case develops. Integrated with case management in Odoo so strategy drives daily execution.
Implementation Approach
How to bring this workflow to life.
Extends the research and planning workflows with litigation-specific strategy templates and case analysis frameworks. 3-4 week implementation combining document generation with project management integration.
Ready to Build This Workflow?
Turn Case Strategy Builder into a competitive advantage with RebusAI + Odoo.
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