Promissory Note Breach — MSC Statement Case Study
How a team drafted a settlement-conference statement with every figure verified against a primary document before it reached the page.
Outcome Snapshot
Full MSC-statement workflow. Every figure verified before it hit the page.
A team preparing a mandatory settlement conference (MSC) statement under California Rule of Court 3.1380 needed every dollar figure, date, and Bates citation to trace to a primary document rather than to an attorney's prior memo. Using Inquisita, the attorney analyzed the record, ran each proposed fact through a pre-draft verification gate, and delivered the statement in two versions so counsel could confirm every source before filing.
How it was done — 4-step workflow
Analyze the record
Inquisita indexed the pleadings, discovery, and produced documents, then ran a document-level analysis pass to map the dated events, payments, and admissions worth reading closely.
37 documents · 762 pages mappedRun the verification gate
Every proposition headed for the brief was located in a source chunk and classified as primary evidence or attorney work product. Figures, dates, and Bates numbers required an exact match, or they did not appear.
Primary-source rule enforcedDraft from verified facts only
The statement was built from the verified fact outline alone, leading with the amount in controversy and the cost of continued litigation, using only legal authority drawn verbatim from the firm's example brief.
0 figures from work productDeliver clean and sourced versions
Two paginated versions were produced on the firm's branded pleading paper: a clean copy ready to file and a footnoted copy linking each assertion to its source chunk for attorney verification before filing.
2 versions — clean · sourced