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Roles: Uploading documents and running conversations is done by Legal Staff. Enabling the integration and managing settings is done by an Administrator.
Upstream dependencies: The AI assistant must be enabled by an Administrator before it can be used. A Case must exist before documents can be uploaded for AI analysis. Downstream: AI-generated reports and conversation transcripts are stored against the case record and can be referenced during matter review.

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What the AI Assistant Does

The AI assistant lets your team interact with case documents in plain language - without reading every page manually.

Document Analysis

Upload any case document and the AI reads, indexes, and makes it queryable.

AI Chat

Ask questions about your documents in plain language. The AI cites the exact source text in its answers.

Report Generation

Generate structured reports - case summaries, key issue analysis - directly from your documents.

Case Sync

Case data is synchronised to the AI backend automatically so the assistant always has current context.

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Enable the AI Assistant

Role: Administrator
Before anyone can use the AI assistant, it must be turned on. Path: AI Assistant → AI Assistant Settings
AI Assistant Settings form showing Enabled checkbox and Auto Sync Case on Save checkbox
After saving, click Test Connection to verify the integration is reachable before relying on it.

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Upload a Document

To analyse a document, upload it to the AI first. The AI processes it in the background - this can take a few minutes for large files. Path: Open the Case → AI Assistant menu (top right) → Upload Document Requires: The AI assistant must be enabled. The case must exist.
Case detail view showing the AI Assistant menu with Sync Case Data, Upload Document, and Open AI Page options
After saving, monitor the Ingestion Status field. Once processing completes, the document appears under Documents in the AI Assistant workspace, ready to reference in a conversation:
AI Assistant workspace showing an ingested case document listed under Documents in the sidebar, ready to query

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Ask the AI a Question

Once at least one document has been successfully ingested, start a conversation. Path: Open the Case → AI Assistant menu (top right) → Open AI Page → New Chat Requires: At least one document for this case must have Ingestion Status = Completed. Click New Chat, then choose a mode before typing your question:
New Chat empty state showing the Ask a question prompt, message input, and Quick/Thinking mode toggle
Type your question in the message box and press Enter to send. The AI responds with an answer and highlights the exact source text it drew from.
AI Assistant chat panel showing the case document, conversation history, a user question, and an AI response citing the source page
Example questions:
  • “What are the key obligations of the defendant under this agreement?”
  • “Summarise the relief claimed in the plaint.”
  • “Are there any limitation period issues in this case?”
  • “What conditions must be met before the lease can be terminated?”

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Generate a Report

The AI can produce a structured written report from your case documents - for example, a case summary or an analysis of key legal issues. Path: Open the Case → AI Assistant menu (top right) → Open AI Page → Reports panel Select a report template card, then click Generate Report:
  • Master Case Template
  • Case Background Note
  • Admission Hearing Note
Reports panel showing selectable report template cards (Master Case Template, Case Background Note, Admission Hearing Note), a Generate Report button, and a list of previously generated reports
Once complete, the new report appears under Generated Reports with a View Full Report link.
Full generated report view showing the Master Case Progression Template with a structured Field / Details table extracted from the case document

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Tips

  • PDF format gives the best results. Scanned images or image-only PDFs cannot be read by the AI - use text-based PDFs where possible. If you only have a scanned copy, run it through an OCR tool first.
  • Name documents clearly. “Court Order dated 12-Jan-2025” is far more useful than “Document1.pdf” when choosing which document to query in a conversation.
  • Keep conversations focused. A conversation linked to a specific document gives more precise answers than querying all documents at once for a complex case.
  • AI reports are a starting point, not a final product. Always review generated summaries and analysis before using them in a filing or presenting them to a client.
  • Enable Auto Sync Case on Save so the AI backend always reflects your latest case data. Without it, newly added case information won’t be available until a manual sync is triggered.