AI Analysis: Single document query : Opus 2 Platform

Minimum Software Version	8.16.0
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ⨉

The document query part of AI Analysis allows users to query the content of the document that they are working on. You can run a query from a tab in the AI Analysis tool, or from the left-hand navigation panel in the Document Viewer.

Tip: When running a query, the whole document is sent for analysis along with the query. Single document queries add to the word usage count (full document text, question, and if enabled, also the history).

Running a query

Select the desired document and open it in the Document Viewer.
Select Analysis.
Select the Query tab.
Type in a question pertaining to the selected document.

If your query doesn’t return expected results, clear the query history and rephrase the query.

Examples of queries (aka command/prompts/questions) could include:

Generate a list of events, in chronological order, that relate to (topic).
Summarize the witnesses opinion on (topic).
Prepare a list of potential defenses to the allegations in this document.
Generate a list of key themes/issues/topics mentioned in this document.
Identify what this document says about (topic).
Identify the testimony the witness gave about (topic).

Tips for querying using the AI Workbench:

Use commands rather than questions (example: Generate a list of people mentioned in this document).
Be specific - The more detailed your query, the relevant the answer will be (example: How many times was Mrs Smith injured by her husband).
Use key terms - Providing important words or phrases from the document helps to provide focused answers (example: List the people involved in international anti-doping agencies).
Give some context - Adding some background can make your query clearer (example: Several cases have been brought against ADA Computers in the last 10 years. List the complainants).
Keep it simple - Clear and direct requests work best (example: List the events related to defamation).

The answers are each shown with a source relevancy score as a percentage.

Building on a command prompt: You can provide several prompts in a series in order to progressively refine the information you get back. For example, start with an open prompt such as Generate a list of people mentioned in this document/document set. Once the list is generated, you could then follow that up with Provide me with more details about a specific person from the list’s involvement or Based on the document/document set, who was the principle person involved from this list and why.

If you select the relevancy score, the reference document moves to the relevant page with the text extract highlighted.

The relevance percentage score shows how closely a specific section (or "chunk") of text in the document matches the AI generated paragraph, in addition to the meaning and context. Hence a higher percentage, like 80%, means that that particular section is a strong match. There may be several matches within a single document. Since each page may contain several sections, you may see multiple relevance scores for different parts of the same page, referring to different chunks of content. This helps pinpoint the most relevant sections within a page more accurately.

When Sources references are selected, hover over a page link to see a section of the text.

To clear the chat history, select Clear.

Saving queries

To save a query prompts and the responses to a .docx file (without the sources), select the 3-dot kebab menu in the top right corner and select Download (docx). The Word document is saved in the download location specified in your browser settings.

To save a query prompts and the responses to a project (without the sources), select the 3-dot kebab menu and select Add to project (docx). You see a message 1 file sent for processing. A document named chat.docx is generated and published to the Uploads folder.

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