ASK AI is CaseScribe's AI-powered chatbot for working directly with information in a case. You can use it to find information, summarize evidence, review issues, draft content, and explore case strategy without leaving CaseScribe.
ASK AI works with your case facts and supporting document text. It also respects the filters you apply, allowing you to narrow its focus to the information most relevant to your question.
What You Can Use ASK AI For
You can use ASK AI for both simple questions and more complex case analysis, including:
Finding specific facts, documents, or issues
Summarizing evidence or case facts
Counting claimed or service-connected conditions
Drafting briefs, IME letters, and other legal content
Exploring case strategy and issue development
Finding information that may not have been automatically extracted as a fact
Identifying missing evidence, missing documents, or gaps in the record
Searching extracted facts and supporting document text
Responses are generated directly in the ASK AI window as they are created.
Searching Beyond Extracted Facts
ASK AI is not limited to the facts automatically extracted by CaseScribe.
When necessary, it can search the text of supporting documents to locate information that may not appear in the extracted facts. This can be helpful when information is buried in medical records, C&P exams, personal statements, rating decisions, or other documents.
Based on your question, ASK AI can:
Search the case using relevant keywords
Identify facts related to your question
Review supporting documents
Search for information that was not automatically extracted
Pull relevant language from documents when needed to support its response
Look for missing evidence or documents
You can ask questions in plain language. ASK AI will use the case information available to it to determine what is relevant to your request.
How to Open ASK AI
You can open ASK AI from several places within a case:
The Ask AI button in the header
The Case Summary view
The Filters and Sorts panel
When ASK AI opens, you may also see suggested prompts for common tasks, such as drafting a brief or creating an IME letter. These prompts are optional and can be used as starting points for your own questions.
How Filters Affect ASK AI
ASK AI respects the active filters in your case regardless of where you open the chatbot.
For example, you can filter facts by:
A specific condition, such as PTSD or diabetes
Document type or subtype
Tags
Other available fact-level filters
When filters are active, only facts matching those filters are included in the AI's fact context.
If no filters are applied, ASK AI can work with all available facts in the case.
Using Filters for Large Cases
Cases with a very large number of facts can exceed the amount of information ASK AI can process at one time.
If this happens, you do not need to delete facts or other case information. Instead, apply filters before using ASK AI to narrow the information relevant to your question.
For example, you can filter by:
Tags
Document types
Conditions
Other fact-level criteria related to the issue you are researching
Narrowing the scope can help ASK AI focus on the relevant information and avoid context-limit errors.
If ASK AI encounters a context limitation, it will explain the limitation and may prompt you to narrow the case using filters.
Reviewing Sources and Verifying ASK AI Responses
ASK AI provides source attribution with its responses so you can review the case information used to generate an answer.
To review a source, click the source icon associated with the response.
The PDF viewer will open so you can review the information within the original document. You can keep the PDF viewer open while continuing your conversation with ASK AI.
This allows you to compare ASK AI's response with the underlying case record before relying on the information.
Creating a Fact From an ASK AI Response
If ASK AI finds useful information that you want to preserve as structured case data, you can create a fact directly from the response.
Click the plus (+) icon below the ASK AI response.
Select the document the new fact should belong to.
This allows you to turn information found through ASK AI into a case fact without manually recreating it.
Tagging Facts From an ASK AI Response
You can also apply tags to the facts used in an ASK AI response.
Click the tag icon below the response.
Apply the appropriate tag to the facts associated with that response.
This can be useful when ASK AI identifies several related facts connected to the same condition, issue, or case theory.
Starting a New Chat
Start a new ASK AI chat when you want to begin a separate conversation or move to a different issue.
Starting a new chat creates a fresh conversation context. This can be useful when:
Switching to a different issue or topic
Beginning a new line of analysis
Working with a different or narrower set of filters
Clearing the previous conversation context before asking unrelated questions
Starting a new chat does not require you to delete any case information.
Managing the ASK AI Window
You can adjust the ASK AI window while continuing to work in the case.
Available controls allow you to:
Pin or minimize ASK AI using the control in the upper-right corner
Keep ASK AI docked while working elsewhere in the case
Resize the chatbot window
Use Copy to Clipboard to copy a response into another document or application
Chat History and Shared Conversations
ASK AI conversations are saved within the case.
Your chat history remains available if you close and reopen ASK AI, and the same conversations are available regardless of where you open ASK AI within that case.
ASK AI conversations are also shared with other users who have access to the same case.
Sharing a Conversation
To share a specific ASK AI conversation:
Open the three-dot menu.
Copy the chat link.
Send the link to another user working on the case.
Tips for Getting Better Results
For more focused ASK AI responses:
Ask specific questions whenever possible.
Apply filters when you only want ASK AI to focus on a particular condition, document type, tag, or issue.
Use a new chat when moving to an unrelated topic.
Ask ASK AI to search beyond extracted facts when the information you need may be located within the original document text.
Review the cited sources when the answer will be used for case analysis or legal work.
ASK AI is designed to help you locate and work with information in the case, but the underlying case records remain the source you should use to verify important information.