This update focuses on improving navigation, fixing several workflow issues, and making the AI chat experience more powerful and easier to use. We’ve also added new ways to quickly switch between cases and better understand where facts come from.
Here’s what’s new:
1. Faster Case Switching
You can now quickly jump between recently viewed cases without navigating back through the client list. New features include:
Recent Cases in the Sidebar
A new Recent Cases icon in the sidebar lets you access your recently viewed cases from anywhere in the app
Up to 10 recent cases are stored for quick navigation
These shortcuts make it much easier to move between cases during active work sessions.
2. Fact Creator Now Displayed on Fact Cards
Fact cards now show who originally created the fact.
You’ll see a small metadata line such as:
Created by System
Created by Ask AI
Created by Jane Smith
This appears both when viewing a fact and when editing it, giving you clearer context about where information originated.
3. Tags from Nested Facts Now Carry Over to Grouped Facts
When facts are consolidated into a grouped (umbrella) fact, any unique tags from the nested facts are automatically carried over.
This ensures:
Important tags are preserved
Duplicate tags are not created
Existing tags on the umbrella fact are not repeated
4. AI Chat Improvements: New Model Selection Option
We’ve made several upgrades to the AI chat experience to improve usability and output quality.
You can now choose between Standard and Advanced AI models when using Chat. This allows you to:
Use Standard for faster responses
Use Advanced for more complex questions and deeper analysis
5. Bug Fixes and Workflow Improvements
We also resolved several issues that could interrupt everyday workflows.
Fixes include:
Notifications for Auto-Tagging now appear correctly in the Documents tab
Tag changes can now be saved correctly after filtering tasks by category
Case header spacing improved so Case Summary text is no longer hidden on smaller screens
When opening a document from filtered results in the Documents or Facts tab, closing the PDF viewer will now return you to the same scroll position in the results list.
Selecting a document from Global Search now scrolls correctly to the relevant location even when the document contains a large number of facts.
These improvements are all about speed, clarity, and smoother navigation, helping you move between cases faster, understand facts more easily, and get more out of AI chat.
— The CaseScribe Team