ASK AI is an AI-powered chatbot that helps you work directly with your case data in CaseScribe. It understands your case facts, active filters, and overall case context, so you can quickly find information, summarize evidence, draft content, and explore case strategy without leaving your workflow.
ASK AI is designed to help you move faster while staying grounded in verified case materials.
What You Can Use ASK AI For
ASK AI supports both simple and advanced casework tasks.
You can use ASK AI to:
Find specific facts, documents, or issues in the case
Summarize evidence or case facts
Count claimed or service-connected conditions
Draft briefs, IME letters, or other legal writing
Explore case strategy and issue development
Find information that was not automatically extracted as a fact
Identify missing evidence, missing documents, or gaps in the record
Search across both extracted facts and document text
Responses are generated within seconds and stream live as they are created.
How ASK AI Helps With More Than Extracted Facts
ASK AI is no longer limited to automatically extracted facts.
You can instruct ASK AI to search for information that may not have been extracted by the system. This is especially helpful when you are looking for details buried in medical records, statements, exams, or other long documents.
ASK AI can now:
Search for facts that were not automatically extracted
Read document text directly, not just extracted facts
Look for missing evidence or missing documents
Help you explore anything relevant to the case by simply asking
In many situations, the fastest way to see what ASK AI can do is to try a direct question in plain language.
Creating Facts and Tags From ASK AI Responses
ASK AI can also help you take action on the information it finds.
Creating Facts From ASK AI Results
If ASK AI finds useful information during your search, you can create a fact from that response instead of manually creating one yourself.
This makes it easier to turn useful findings into structured case data without repeating the work manually.
Creating Tags From ASK AI Results
ASK AI can also help apply tags based on the results of your search.
Instead of manually tagging facts one by one, you can use the tagging option from the AI response to apply tags more efficiently.
This is especially useful when ASK AI identifies a group of related facts connected to the same issue, condition, or theory.
How to Open ASK AI
You can launch ASK AI from multiple places 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 they can be helpful starting points if you are not sure 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, such as PTSD or diabetes
Document types or subtypes
Tags applied to facts
Only the facts that match your current filters are sent into the AI context.
No Filters Applied
If no filters are active, ASK AI reviews all available facts in the case.
What to Do When the AI Hits Context Limits
If ASK AI runs into context limits because the case has a very large fact set, you do not need to delete anything.
Instead, reduce the input by applying filters before using ASK AI. This is the best way to keep the context manageable and improve response quality.
Use Filters First
Before opening ASK AI, apply filters in the Facts tab to narrow the information being sent to the AI.
You can use filters such as:
Tag filters
Document type filters
Other fact-level filters relevant to your issue
This helps:
Limit how much information ASK AI needs to process
Keep responses more focused and accurate
Prevent context window errors in large cases
Start a New Chat
You can also start a new ASK AI chat to create a fresh context.
Starting a new chat:
Clears the existing chat context
Resets the conversation for a cleaner starting point
Gives you a better experience when switching to a different issue or topic
When ASK AI is working with a very large fact set, it will explain its limitations and prompt you to narrow the scope with filters when needed.
This approach is more effective than trying to delete content because it keeps the AI focused on exactly what you want to review.
Reviewing Sources and Verifying Information
Every ASK AI response includes source attribution so you can verify the information it used.
Click the source icon to view the original fact
The PDF viewer opens automatically so you can review the information in context
You can keep the PDF viewer open while continuing to chat with ASK AI
This makes it easy to confirm the response against the record without interrupting your workflow.
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 below an AI response
Apply tags to all facts used in that response
This saves time and reduces the need to manually update facts one at a time.
Starting a New Chat
When you start a new ASK AI chat:
A fresh conversation context is created
You can begin a new line of analysis or research
This is useful when you want to switch topics or work with a narrower set of filters
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 in the case
Chats are shared with other users working on the same case
Sharing a Conversation
To share a conversation:
Open the three-dot menu
Copy the chat link
Send the link to another user working on the case
New: Smarter Search, Reasoning, and Document Awareness
ASK AI has been significantly enhanced to handle complex cases more intelligently.
Instead of relying only on what is immediately visible, ASK AI can 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
Review supporting documents such as rating decisions, medical records, C&P exams, and personal statements
Pull exact language from documents when needed to support its answer
Because ASK AI can now read document text directly, it is able to provide deeper analysis and more precise responses than a fact-only workflow.
Summary
ASK AI helps you work faster, search more intelligently, and stay grounded in your case data.
Whether you are looking for missing evidence, searching beyond extracted facts, creating new facts or tags from results, or drafting legal content, ASK AI keeps the most relevant information within reach and helps you act on it more efficiently.