We've implemented a new feature that allows you to explicitly select a single document within a case file to use as the context for your conversation with the assistant or case chat.

Why is this useful

Pinpoint Accuracy
When you choose a specific file, the AI will limit its knowledge to only that document. This drastically increases the specificity and accuracy of the answers, especially in complex cases containing numerous files.

Overcome Information Overload
For cases with many documents, this allows you to work with a single PDF or contract without the AI being distracted by or trying to synthesize information from the entire, large case file.

Better AI Performance
By providing less context, the AI can focus its resources, leading to more reliable and precise information extraction.

How to Use It

When you open the Case chat window, you will now have the option to specify which document to use:

1. Start a Chat: Open the Case chat panel.

2. Select File: When typing ‘@’ or clicking on the plus sign and selecting ‘mention’, you will be prompted to select a file. You can choose to process "every file" in the case (the default behavior) or select a specific document from the list.

3. Ask a Question: Once a specific file is selected, you can ask a question like, "What is the principal information of this contract?" The AI's response will be based only on the content of the selected file.

Note: An upcoming improvement for fuzzy search will make it even easier to find the specific file you need within a long list.