Enhanced Chat With Case lets attorneys and staff ask questions in plain language and get answers drawn from the case data and documents already in SmartAdvocate.
The Answer You Need May Be Somewhere in the Case File
A legal case can contain an enormous amount of information. Case data, medical records, correspondence, reports, discovery, photographs, appointments, and other documents accumulate over months or years.
The information an attorney needs may already be there. Finding it is another matter.
Sometimes the question is simple: When is the client's next appointment? Other times, an attorney may need to determine whether a particular injury is documented in hundreds of pages of medical records or find details scattered across multiple documents that could affect how the case is evaluated.
That's where Enhanced Chat With Case comes in. It helps attorneys and staff find the information they need without manually searching through extensive case files.
How Enhanced Chat With Case Works
SmartAdvocate’s existing Chat With Case functionality lets users ask questions about case data. Enhanced Chat With Case takes that capability further, using AI to search across both case data and documents, analyze relevant information, and present answers in an easy-to-understand format.
Enhanced Chat With Case is part of SmartIntelligence Advanced and searches documents on cases enabled for Advanced AI.
It also includes a prompt library your firm can build and share across the team, plus firm-level instructions that tell the AI about your practice and how you work.
Depending on the information available in the case, users can ask questions such as:
- When is the next appointment?
- Is a particular injury documented in the medical records?
- What do the records say about a specific diagnosis?
- Do the records contain information that may require closer review?
Rather than searching through individual screens and documents, users can ask questions directly. SmartIntelligence analyzes available case information, including indexed documents, to provide relevant answers.
Go Beyond Simple Case Searches
Finding an appointment date is useful, but Enhanced Chat With Case can also help attorneys investigate complex questions that would otherwise require reviewing extensive case information.
For example, an attorney could ask whether the available records contain evidence supporting a traumatic brain injury. SmartIntelligence searches across potentially hundreds of pages and brings back the passages that bear on the question, with citations.
In a medical malpractice case, an attorney could investigate what the records reveal about a particular procedure, review a physician's documented findings, or identify information that warrants further examination.
See Where the Answer Came From
An AI-generated answer is only useful to a legal professional if the underlying information can be verified.
Enhanced Chat With Case cites the sources behind each response, including the document and page where the supporting information was found. Attorneys and staff can return to the original material, review it in context, and confirm that the response accurately reflects the case record.
Source references are particularly important when reviewing medical records, evaluating evidence, or assessing information that could affect how a case is handled.
Enhanced Chat With Case helps locate and analyze information, while legal professionals remain responsible for verifying the findings and determining what they mean for the case.
Put Your Case Documents to Work
Within SmartIntelligence, Document Filing & Classification helps identify, describe, and organize incoming documents, while Medical Chronology Generation processes extensive medical files and creates searchable, hyperlinked treatment histories.
Enhanced Chat With Case works alongside other SmartIntelligence features that help attorneys and staff get more value from their case information. Rather than creating documents or organizing case materials, it helps attorneys and staff explore relevant details and uncover insights based on what they need to know.
Ask More of Your Case Information
Your case files contain valuable information. Enhanced Chat With Case makes it easier to access and explore those details, whether you're checking a case fact, reviewing medical records, or investigating a complex legal issue.
With SmartIntelligence Advanced, attorneys and staff can access AI capabilities that help them find answers, examine evidence, and make more informed decisions.
Request a Demo to discover how Enhanced Chat With Case can help your team uncover valuable information and gain deeper insight into every case.
