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Asking the AI about your cases and documents

Example prompts and how the assistant stays grounded in your matters.

Written by Jason

The assistant works best when you ask it about your firm's actual matters. Here are some ways to get the most out of it.

Example prompts

  • "What hearings do I have this week?"

  • "Summarise my priorities for today — hearings, tasks, and cases needing attention."

  • "Which of my cases need attention?"

  • "What does the latest order in this case say?"

  • "Find the key points in the documents on this matter."

How it stays grounded

The assistant draws on your firm's cases, hearings, and processed documents to answer — so the responses reflect your real data. For document questions, make sure the document has been processed for AI (see AI document processing).

Tips

  • Be specific — name the case or the time period you mean.

  • Ask follow-up questions in the same conversation to refine an answer.

  • Use Deep Research when you want a thorough, structured answer.

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