Research

Ask the AI agent plain-language questions about your case documents. It searches your files and gives you answers with clickable AI citations that link straight to the source pages.

AI research progress

The AI agent shows its progress as it searches through your documents

Searching documents

Asking AI research questions

To get started, open the AI agent panel on the right side of the case page and type your question in the text input at the bottom. Ask anything you would ask a colleague reviewing the case. The AI agent understands plain language. No special syntax or query format is required.

After you press Enter, the AI agent starts searching through your case files. You'll see a progress indicator showing how many documents it's examining. It reviews documents and pulls out the passages most relevant to your question.

The AI agent keeps track of your conversation, so you can ask follow-up questions that build on earlier answers. For example, after asking about the key terms of a contract, you might follow up with "Were any of those terms modified in the 2024 amendment?" The agent uses the reference as additional context for its next search.

Example AI research questions

Here are a few examples of questions you can ask. They range from broad overviews to very specific lookups, and the agent handles both well:

"What communications occurred between parties about the contract amendment?"
"Summarize the key terms of the settlement agreement."
"Find all references to the March 2024 incident."
"What are the termination clauses in the MSA?"
"List all parties mentioned in the correspondence."

The more specific your question, the more targeted the response. Including details like document types, date ranges, or party names helps the agent focus its search and give you more precise results.

AI agent response with citations

Answers include clickable AI citations to source documents and pages

I analyzed the case documents for references to breach of contract. After searching through 247 documents, I found 12 relevant files that contain direct references to breach of contract claims.

The key document is the Master Services Agreement , which contains the relevant contract terms in Section 8.2 (Termination for Cause) and Section 12.1 (Limitation of Liability) . The discovery request correspondence confirms that opposing counsel specifically requested documents related to these provisions. I have tagged the 5 most relevant documents to the "Responsive" tag for your review.

Understanding AI citations in research results

Every response from the AI agent includes AI citations that point to the specific documents and pages behind the answer. They appear as clickable links right in the response text, showing the file name and page number. This lets you trace every claim back to the source material.

Click any AI citation to open the referenced document in the viewer at the exact page cited. From there, you can read the surrounding context, confirm the agent's interpretation, and continue your review without losing your place in the conversation.

For a closer look at citation formats and how to configure them, see the Understanding AI citations page.

Tips for better AI research results

The AI agent handles a wide range of question styles, but a few habits can help you get stronger results:

Be specific - Instead of "Tell me about the contract," try "What are the indemnification obligations in the Master Services Agreement?"
Reference document types - Mention emails, contracts, invoices, or other document types so the agent can narrow its search.
Include date ranges - If you're looking for communications from a specific period, include the dates in your question.
Use follow-up questions - Build on previous answers to dig deeper into a topic instead of starting over each time.
Ask for summaries - For large document sets, ask the agent to summarize its findings before you dive into specifics.

Keep in mind that the AI agent searches across all documents in your case. If you're working with thousands of files, a focused question will get you faster, more relevant results than a broad one.

Frequently asked questions

How many documents can the AI agent search at once?

The AI agent searches across all processed documents in your case, no matter how many there are. Whether you have 10 files or 10,000, the agent indexes and searches the full set to return the most relevant results.

Can I ask the AI agent questions about a specific document?

Yes. Just reference the document by name or display ID in your question. For example, "What does Contract_MSA_2024.pdf say about liability limits?" focuses the agent on that file while still drawing on context from the rest of the case.

What happens if the AI agent cannot find an answer?

If the agent does not find relevant information in your case documents, it will tell you. The agent is designed to ground its answers in your documents and indicate when it cannot find what you asked for. You may want to rephrase your question, broaden your search, or check that the relevant documents have finished processing.

Can I save or export the AI agent responses?

You can copy text from any response and paste it into case notes, reports, or other documents. Your conversation history is saved within the case, so you can scroll back through previous exchanges anytime.