The AI Assistant chat in Casefleet is a powerful chat-based feature designed to help legal professionals work more efficiently with large volumes of case documents. Whether you're reviewing pleadings, discovery materials, or correspondence, this assistant helps you uncover key information quickly and accurately.

You can open the AI chat assistant in two ways:

Casefleet’s AI Assistant chat is designed to provide assistance with document review and case analysis, so each chat conversation is linked to a particular case file in your account. Opening the chat window within a case will auto-associate the chat to the current case. If launched from the dashboard or another area outside a specific case, the AI Assistant chat window will prompt you to select a case before asking questions. This ensures that each conversation is restricted to a particular case file and access is limited to only the appropriate case data.

Once the AI chat window is open, simply type your question into the input field. The AI Assistant will analyze all of the case’s uploaded source documents and return a response with key excerpts. Whenever possible, clickable citations are included in answers that will take you directly to where the AI found the information in a Source document.

This makes it easy to quickly review cited information in its original context without manually searching through the documents.

When reviewing a citation highlighted by the AI, you can either create a Fact from the text or copy the text for later use. These options are currently available for PDF and DOCX files only.

Creating a Fact directly from the AI’s findings can save time and reduce the chance of transcription errors during review.

On the left-hand side of the AI chat window, you’ll find a history of your recent conversations in the selected case file, organized by date. You can click on any past query to reopen the conversation and review the results. To remove a query from your history, hover over the entry and click the delete icon.

To begin a fresh conversation, click + New Chat in the top-left corner of AI chat window. If you need to switch to a different case during an ongoing conversation, click change case. This allows you to continue using the assistant without first closing out of the chat pane.

We’ve introduced several key upgrades to improve how the Casefleet AI Assistant interacts with your case data and provides meaningful assistance.

Once you start a new chat, the AI Assistant is provided updated statistics about your case, including the number of sources, facts, issues, etc. This ensures that responses reflect the most recent state of your work.

The AI may also prompt you with questions for providing additional context about the case, such as what type of case you’re working on, who you represent, or what your specific objectives are for the case. These details help shape the overall case strategy and improve the relevance of the AI’s suggestions.

Once the case aims and overview are established by the AI, they’re saved as part of the case context. Any future chats with the AI will automatically reference this information, allowing for more coherent and strategic conversations without needing to repeatedly provide those details.

Casefleet’s AI chat can now perform keyword searches in any record or document in the case file, including facts, entities, issues, and tasks. This ensures that the AI can perform powerful searches across the entire case file - including in sources that haven’t been processed by Document Intelligence.

While the AI Assistant chat is a powerful time-saving tool, there are a few limitations to be aware of during the beta-testing phase:

The AI Assistant chat is designed to simplify document-heavy legal work by helping you locate key facts, supporting text, and citations faster. We’re continuously improving this feature and value your feedback. If you have questions, run into issues, or have suggestions for improvement, please reach out through the in-app chat or email us at support@casefleet.com.