Preparation Workspace

Preparation Workspace · Prepare · UK

Case Ready plan

Prepare clearer information for the conversations that matter

Prepare for an important conversation with a mediator, solicitor, Cafcass officer, school, support worker or another professional using the records you have already organised in Copari.

Copari’s AI-supported Preparation Workspace helps you bring selected Bundles and records together and prepare clear, concise and child-focused information—without rebuilding everything from memory or searching through scattered screenshots, messages and notes.

Preparation support only. Copari does not provide legal advice, assess evidence, determine relevance, identify breaches, predict outcomes or replace professional judgement. Any draft preparation remains yours to review, correct and approve.

Who it helps

Preparation for different professional conversations

Mediators

Bring selected records together so you can explain arrangements, changes and practical concerns calmly and clearly.

Solicitors

Prepare concise, source-backed information before a meeting, without rebuilding the history from memory.

Cafcass

Organise child-focused points and supporting records so conversations stay practical and easier to follow.

Schools and support workers

Gather the relevant notes and messages around a particular issue before a discussion about your child’s care or routines.

Other professionals

Prepare clearer information for counsellors, support services or other practitioners you are already working with.

Family court, where applicable

Where court preparation is relevant, carefully select necessary material for the particular purpose or hearing—not everything you have saved.

Connected workflow

From organised records to clearer preparation

  1. 1

    Capture and organise your wider record

    Use Message Studio and Smart Diary to keep messages, events and supporting notes in one place while details are still clear.

  2. 2

    Find what matters

    Evidence Locker, Smart Search, SmartTags, Record Threads, categories and themes help you locate related information more quickly.

  3. 3

    Create Bundles around an issue or purpose

    Bring selected records together so the material for one conversation, meeting or concern stays connected.

  4. 4

    Prepare in Preparation Workspace

    AI-supported tools help you turn selected Bundles and records into clear, concise and child-focused preparation.

  5. 5

    Review, correct and approve

    You stay in control. Review the draft preparation, correct what needs changing, approve what is included and finalise when ready.

Using existing records and Bundles

You choose what goes in. Preparation packs can draw on selected messages, diary entries, attachments, threads and Smart Bundles already organised in Copari. Nothing is included automatically without your selection.

Bundles help you group records around a particular issue or purpose first, so Preparation Workspace starts from material you have already brought together.

Factual, source-backed information

Preparation Workspace is designed to keep preparation tied to the records you selected. Chronologies and registers point back to those sources so you can check what sits behind each point before you finalise.

This supports clearer explanation. It does not decide what the records prove, how strong they are, or what a professional should conclude.

What you prepare

AI-supported drafting you stay in control of

Copari helps you organise selected information into clearer preparation. It does not write a legal brief, witness statement or court bundle for you.

Purpose-led preparation

Start from the conversation you are preparing for—such as mediation, a solicitor meeting or a Cafcass discussion.

Your priorities, concerns and questions

Add the points, practical matters and questions you want to take into the conversation, in your own words.

Chronology and source registers

Copari can organise a chronology and registers of the selected records and attachments you chose, so sources stay visible.

AI-assisted factual overview

Where helpful, Copari can arrange approved factual points into an overview. You decide whether to include it before finalising.

Review, correct and approve

Before anything is treated as finished, you review the preparation, correct your own wording, decide which AI-assisted sections to include, and approve the pack for finalisation. The output is preparation support for your conversation—not a finding, assessment or professional opinion.

The Copari journey

Prepare. Organise. Improve. Support.

Prepare

Preparation Workspace helps you turn selected records into clearer information for important conversations.

Learn more →

Organise

Smart Diary, Evidence Locker, Patterns, SmartTags and Record Threads help you keep related information connected and findable.

Learn more →

Improve

Message Studio helps you create calmer, clearer, child-focused replies you can review before sending.

Learn more →

Support

Coaching Hub, Learning Journeys and the UK Support Directory help you choose next steps and find external support when needed.

Learn more →

PD27A-aware preparation

Designed to support PD27A-aware preparation. Where family-court preparation is relevant, Copari encourages careful selection of necessary material for the particular purpose or hearing. It does not claim that Copari or its outputs are “PD27A compliant”, and it does not imply that all saved material belongs in a court bundle.

Read Practice Direction 27A →

How professionals receive your information

Copari does not invite professionals into your account, and it does not send Preparation Packs to them. After you review and finalise a Preparation Pack, you can Print it or Download PDF, then provide that file to your solicitor, mediator, Cafcass officer or another professional yourself, outside Copari.

Clear product boundaries

  • Not legal advice, emergency support or a safeguarding assessment.
  • Not a court bundle, witness statement or solicitor brief.
  • Does not assess evidence strength, relevance, breaches, welfare, credibility or likely outcomes.
  • Does not replace professional judgement.
  • Does not invite professionals, grant them access to your records, or share Preparation Packs with them through Copari.

FAQs

Questions about Preparation Workspace

Who reviews the preparation before it is used?

You do. Copari helps organise and draft preparation from the records you select, but you must review, correct and approve the output before finalising it.

What does the AI actually do?

Preparation Workspace can help arrange selected, source-backed information—including an optional factual overview built from approved points. It does not invent findings, write legal advice or replace your judgement.

Is this PD27A compliant?

No. Copari is designed to support PD27A-aware preparation. It does not claim that outputs are PD27A compliant, and it does not imply that all saved material belongs in a court bundle.

Is my data shown on this page?

No. This page is a public explainer. Your saved records and preparation packs stay private to your account.

Which plan includes Preparation Workspace?

Preparation Workspace is part of Case Ready. Calm includes tools to capture and organise records; Case Ready adds the higher-tier preparation workspace.

Can I invite my solicitor or mediator into Copari to see my Preparation Pack?

No. There is no professional invitation or in-platform sharing flow. You prepare and finalise a Preparation Pack, then Print it or Download PDF and provide that material yourself.

Start preparing with Case Ready

Organise the records that matter, select what belongs in a conversation, and prepare clearer information before you meet a professional.

Important boundary

Copari provides organisation and preparation tools. It is not legal advice, emergency support, a safeguarding service or a substitute for qualified professional help.

Read safeguarding statement →

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