> ## Documentation Index
> Fetch the complete documentation index at: https://help.rytz.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Master Case File — overview

> The AI-generated comprehensive case document at the heart of every RYTZ matter. Auto-grows over time. One place to point a lawyer, a barrister, or your future self when you need the whole picture in one document.

import { Card, CardGroup, Note, Tip, Warning } from '@mintlify/components'

The **Master Case File** (MCF) is the platform's most-distinctive feature. It is a single, comprehensive, AI-synthesised document that captures the entire shape of your matter — chronology, parties, evidence matrix, strategy, next actions, consultation insights — and grows automatically as your matter develops.

You'll find it at `app.rytz.com.au/master-case-file`.

## Why the platform has this

Australian family-law matters generate enormous amounts of material. Across a 12-month matter you might accumulate:

* Hundreds of evidence items in the Portfolio
* Dozens of AI-assistant conversations
* Multiple drafts of affidavits and forms
* Court correspondence
* Communications with the other party
* Lawyer consultations (notes, advice, fee invoices)
* Decision points (offers made, offers received, strategic pivots)

Without something pulling all of this together, two things happen. First, you forget. The decision you made about a parenting routine in March looks confusing in September unless you remember why you decided it. Second, you cannot brief a third party fast. A lawyer you engage three months in needs the whole picture; producing it from raw material is a 4–8 hour exercise.

The MCF solves both problems by being the always-current synthesised document.

## Master Case File ≠ User Profile

A common confusion worth clearing up. There are two distinct surfaces:

| Surface              | Route               | Purpose                                                                                        |
| -------------------- | ------------------- | ---------------------------------------------------------------------------------------------- |
| **Master Case File** | `/master-case-file` | AI-synthesised case document. Lives at the top of your matter. Auto-grows. About *the matter*. |
| **User Profile**     | `/profile`          | Your account settings — name, contact details, password, subscription. About *you*.            |

The names sound similar but they do different things. Most platform actions reference the MCF. Your profile is rarely something you'd interact with after sign-up.

## What's in the MCF

The MCF is structured as **six sections**:

<CardGroup cols={2}>
  <Card title="Executive Summary" icon="file-lines">
    A 200–400-word synthesised summary of the matter as it stands today. Updated whenever something material changes. The version a lawyer would read first.
  </Card>

  <Card title="Chronology / Timeline" icon="timeline">
    Date-ordered list of every material event — relationship start, separation, key communications, evidence captured, court events, decisions made. The factual spine of the matter.
  </Card>

  <Card title="Evidence Matrix" icon="grid-2">
    Structured cross-reference of evidence by stage, by topic, and by source. Mirrors the [Court Readiness Matrix](/evidence/court-readiness-matrix) but at narrative level rather than dashboard level.
  </Card>

  <Card title="Strategy" icon="chess">
    The platform's synthesis of where you are and what's working. Identifies leverage points, risks, and the case theory the AI assistant is operating on.
  </Card>

  <Card title="Next Actions" icon="list-check">
    Prioritised list of what you should do next, with reasons. Updates as you complete actions or as new material arrives.
  </Card>

  <Card title="Consultation Insights" icon="briefcase">
    Captures of any lawyer consultations, FDR sessions, or other professional engagements — what was discussed, what was advised, what was agreed.
  </Card>
</CardGroup>

See [What it shows](/master-case-file/what-it-shows) for the full breakdown of each section.

## How it stays current

The MCF is generated by AI synthesis over your entire matter — the Master Case File feature itself, the Evidence Portfolio, your AI-assistant conversations, your drafts, the Case Roadmap state, and any structured intake data. The platform regenerates sections on a schedule and on-demand.

**Automatic regeneration** happens:

* When you upload material evidence (high-impact item types)
* When you make a substantial change in another planner (Settlement / Parenting)
* After a long AI-assistant conversation
* Once a week as a refresh sweep

**On-demand regeneration** is one click — there's a "Refresh" button at the top of the MCF surface. Use it before:

* A lawyer consultation (so the lawyer reads the most-current version)
* A court event
* A negotiation session
* An FDR session

## How long it takes to generate

The full MCF takes 30–90 seconds to regenerate. Sections regenerate independently when their underlying material changes — the Chronology section refreshes on every Evidence Portfolio update; the Strategy section refreshes less frequently because strategic synthesis is more compute-intensive.

The platform always shows the MCF as it stands. If a regeneration is in flight, the document still loads (with the prior version) and a small indicator notes "refreshing in background".

## Export options

Two main export formats:

* **PDF (full)** — the entire MCF as a single PDF. Suitable for emailing a lawyer, taking to a consultation, or printing. Page numbered, indexed, formatted for print.
* **Lawyer brief** — a condensed, lawyer-format extract. Drops casual language, prioritises the chronology and strategy sections, includes the evidence matrix in tabular form. Roughly 60% the length of the full PDF. Suitable for first-consultation briefings.

Both exports reflect the MCF as at the moment of export. The platform records every export with a timestamp so you know which version you sent to whom.

See [Refresh and export](/master-case-file/refresh-and-export) for the full export flow.

## What the MCF will not do

A few honest constraints:

* **It does not replace direct evidence.** The chronology references evidence; it does not contain the evidence itself. You still need the Portfolio open when discussing specifics.
* **It does not advise on strategy.** The Strategy section synthesises the platform's understanding of your matter — it does not tell you what to do. Strategic decisions remain yours (and your lawyer's).
* **It is not legal advice.** The MCF is educational. Decisions that affect your matter should be checked with a family-law solicitor, not made on the MCF alone.
* **It only knows what you've told it.** Anything you haven't put in the Portfolio, the chats, or the planners, the MCF can't reflect.

<Warning>
  **Privacy note.** The MCF synthesises sensitive information. Sharing the PDF with a third party means sharing your entire case position. Take care with who receives it. Consult [Privacy and data](/account/privacy-and-data) for how the MCF is stored and protected.
</Warning>

## Where the MCF connects

The MCF is the central reference point for many other surfaces:

* **AI assistant** — when you start a conversation, the assistant has access to the MCF as context. "Look at where we are in my matter" is a useful first message.
* **Affidavit Preparation** — wizards pull from the MCF for parties, chronology, and case framing.
* **Settlement Planner / Parenting Planner / Case Roadmap** — all reference and contribute to the MCF.
* **Evidence Portfolio** — the MCF's chronology and evidence matrix are derived from the Portfolio.
* **Forms Library** — forms pre-populate from the MCF.

## What's next

<CardGroup cols={2}>
  <Card title="What it shows" icon="list" href="/master-case-file/what-it-shows">
    Section-by-section breakdown of what each part of the MCF contains.
  </Card>

  <Card title="Refresh and export" icon="rotate" href="/master-case-file/refresh-and-export">
    The flow for keeping the MCF current and exporting versions.
  </Card>

  <Card title="Setting up your case file" icon="folder-plus" href="/getting-started/setting-up-your-case-file">
    The original MCF setup. Re-visit this after major life changes.
  </Card>

  <Card title="Privacy and data" icon="lock" href="/account/privacy-and-data">
    How the MCF is stored, encrypted, and shared.
  </Card>
</CardGroup>
