wardethan2000-eng turns research chat into a matter record

Cited cases and statutes can now move from a research conversation into the file where lawyers need them.

knowledge-managementworkflow

The fork adds a practical handoff from legal research to matter management: a reader can save a cited case or statute directly into a matter's Law folder.

Saved sources are kept from being duplicated, and the record can retain either the court PDF or a generated Word document. That gives the team something they can reopen, search and cite later, instead of relying on a fleeting chat result. The accompanying fixes make sure those documents can actually be written and improve the saving experience and source handling.

It is a small move with real workflow weight: research becomes part of the matter record, not a separate trail to reconstruct.

So what Law firms and in-house teams that want research provenance alongside their working documents should take a closer look.

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Spotted something wrong? Or know the PR text has fresher detail than the writeup above?

Commits in this thread

3 commits from wardethan2000-eng/mike, oldest first. Source extracted verbatim from the harvested git log.

SHA Subject Author Date
ada4e2eb feat: save a case or statute from a chat into the matter's Law folder Ethan Ward 2026-08-19 ↗ GitHub
commit body
A case or statute the assistant pulls can now be filed into a matter with one
click, from the reading panel or from the sources list under an answer. The
saved file is the court's own PDF where one exists and a Word document of the
text where it does not, so it opens in the viewer, downloads, is found by a
search of the matter, and can be quoted back with a page number. Saving the
same source twice reuses the copy already there. Case citations now open the
reading panel in project chats too, which is where saving them matters most.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018RCY6K4dNwdbo9gU3HQ9un
b3fcb9b2 fix: let a saved case or statute actually be written Ethan Ward 2026-08-19 ↗ GitHub
commit body
Saving a source into a matter failed every time. The saved file is
recorded with a note saying where it came from, and the value used for a
case or statute was never added to the list the database accepts, so the
write was rejected and the save always failed. Adding the value is all
that was missing.

Applied to the live database as well.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PoCRDAPyEq4wwBVFFbDzck
512ba17b polish: make saving a case or statute usable Ethan Ward 2026-08-19 ↗ GitHub
commit body
Four things stood between this feature and everyday use.

The Save button only turned up when the assistant happened to list the
statute as a numbered source, which it often did not, so asking for a
statute usually left nothing to save. It is now told to list one every
time it reports the wording of a statute it looked up.

A source already in the matter looked unsaved after a page reload,
inviting a pointless click. The button now asks what the matter already
holds and says "In Law" for anything that is there.

A save that failed left an empty Law folder behind in the matter. The
folder is now taken back out if nothing ends up filed.

The saved file itself carried the whole web page - the site menus, and a
title broken into single letters - ahead of the law. That came from the
statute lookup, which has been narrowed to the statute block, so the
assistant reads less clutter as well.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PoCRDAPyEq4wwBVFFbDzck

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