When a creditor submits a case without uploading any documents, Debitura automatically generates a PDF case summary so you have professional documentation to attach to a demand letter. This article explains when these summaries appear, what they contain, and who can see them.

What it is

An auto-generated case summary is a PDF file Debitura creates and attaches to a case when the creditor has not uploaded any supporting documents of their own. The file is labelled "Auto-generated case summary" in the case files list and the filename follows the pattern Case_Summary_[reference].pdf.

Why it exists

When you accept a case to pursue, you typically need at least one document to attach to a demand letter or to support a claim before a debtor. Around 97% of production cases arrive with creditor-uploaded documents (original invoices, contracts, screenshots) and need no help. For the remaining 3% - where the creditor submitted only a free-text description - the auto-generated summary fills the documentation gap. Every summary follows the same structured template so you can immediately understand the case without parsing free-text fields.

When a summary is generated

The platform attempts to generate a summary immediately after a case is created. All of the following conditions must be true for generation to proceed:

The case is a production case (demo and test cases never receive auto-generated summaries).
No documents have been attached to the case by the creditor.
At least one of these case fields contains text: Claim description, Request, or Creditor comments.
Both the debtor and the creditor records exist.

If any condition fails, generation is skipped and no file is created.

What it contains

The PDF is structured in three sections, populated from live case data:

Client information. Creditor company name, address, and contact details.
Claim overview. AI-enhanced claim description, claim category, issue date, due date, total outstanding amount (principal), and dispute status.
Debtor data. Debtor name (company or individual), address, and contact information.

The claim description in the second section is rewritten by an AI model that synthesises the creditor's free-text fields (Claim description, Request, and Creditor comments) into a short, professional paragraph of at most five sentences, phrased as if it would appear on a demand letter directed at the debtor. If the AI step fails for any reason, the system falls back to the original Claim description field unchanged - PDF generation is not blocked by an AI failure.

Who can see it

You and Debitura staff see the auto-generated summary as a normal case document in your case files list.
The creditor also sees it in their client portal, under the Auto-Generated section of the Files & Documents tab. This is intentional: because the summary is derived entirely from the creditor's own submitted text, they can review exactly what was generated on their behalf. It is primarily intended as supporting documentation for you and other partners or law firms working the case.

Using it as supporting documentation

The auto-generated summary contains structured claim information and debtor details derived from the creditor's own words. You may use it as supporting context when sending demand letters or working the case.

If the AI-enhanced description does not match what you need - for example, the creditor's intent is unclear or the rewrite missed important detail - contact the client through the case chat and request their original source documents (invoices, contracts, correspondence). Creditor-uploaded files always take precedence over the auto-generated summary.