ASK AI is an AI-powered chatbot that lets you interact directly with your case data in CaseScribe. It understands your case facts, applied filters, and context, allowing you to quickly summarize information, draft legal documents, and explore case strategy without leaving your workflow.
ASK AI is designed to help you work faster while staying grounded in verified case facts.
What You Can Use ASK AI For
ASK AI supports both simple and advanced use cases, including:
Finding specific documents or facts
Counting service-connected or claimed conditions
Summarizing case facts
Drafting briefs or IME letters
Exploring case strategy and issue development
Responses are generated within seconds and stream live as they are created.
How to Open ASK AI
You can launch ASK AI from multiple locations in CaseScribe:
The Ask AI button in the header
The Case Summary view
The Filters and Sorts panel
When ASK AI opens, you may see suggested prompts such as drafting a brief or creating an IME letter. These prompts are optional but useful starting points if you are unsure what to ask.
How Filters Affect ASK AI
ASK AI always respects your active filters, regardless of where you open it.
This includes filters such as:
Specific conditions (for example, PTSD or diabetes)
Document types or subtypes
Tags applied to facts
Only the facts that match your current filters are sent to the AI.
No Filters Applied
If no filters are active, ASK AI reviews all available facts in the case.
Reviewing Sources and Verifying Information
Every response generated by ASK AI includes source attribution.
Click the source icon to view the original fact
The PDF viewer opens automatically, allowing you to verify the information in context
You can keep the PDF viewer open while using ASK AI, making it easy to read documents and chat with the AI at the same time.
Managing the ASK AI Interface
ASK AI includes several controls to fit your workflow:
Pin or minimize the chatbot using the control in the upper-right corner
Keep ASK AI visible in a docked view while continuing other work
Resize the chatbot window to match your screen and preferences
Use Copy to Clipboard to paste AI responses directly into your working documents
Turning AI Responses into Case Data
ASK AI allows you to take action directly from its responses.
Creating Facts from AI Responses
Click the plus (+) icon below an AI response
Select which document the new fact should belong to
Tagging Facts in Bulk
Click the tag icon to automatically apply tags to all facts used in the AI response
This avoids manually tagging individual facts
Starting a New Chat
When you start a new ASK AI chat:
All existing filters are cleared
A fresh context is created for the new conversation
Persistent and Shared Conversations
ASK AI conversations are persistent and shared across the case.
Your chat history remains available even if you close and reopen ASK AI
The same conversation appears no matter where ASK AI is opened
Chats are shared with other users working on the same case
Sharing a Conversation
Open the three-dot menu
Copy the chat link to share the conversation with others
New: Smarter Search, Reasoning, and Document Awareness
ASK AI has been significantly enhanced to handle complex cases more intelligently and proactively.
Instead of relying only on what is immediately visible, ASK AI can now actively search, reason, and surface the most relevant information based on your question.
Smarter Search and Reasoning
ASK AI can now:
Search your case using keywords from your question
Automatically identify the most relevant facts
Read supporting documents such as:
Rating decisions
Medical records
C&P exams
Personal statements
Pull exact language from documents when needed to support its answers
ASK AI is no longer limited to extracted facts alone. It can now read document contents directly, allowing for deeper analysis and more precise responses.
Summary
ASK AI helps you work faster, think more strategically, and stay grounded in your case data. With smarter search, direct document reading, and clearer guidance for large cases, ASK AI keeps the right information front and center—whether you’re summarizing facts, drafting documents, or collaborating with your team.