This beta release introduces the latest generation of CaseBot, including a new agentic, multistep process for generating responses. CaseBot creates a plan, runs multiple searches, reviews original source documents, verifies the information found and then prepares its response.

On a best-effort basis, CaseBot supports factual claims with citations and verbatim excerpts from source documents. Select a citation to open the full document and review the cited passage in context.

Fact Development

• Fact Narrative: Organizes what the documents show about a topic by issue. Identifies what the record establishes and where information is unavailable.
• Chronology: Creates a dated, attributed and cited sequence of events for a matter, topic or person. Identifies gaps in the available record.
• Entity Map: Identifies the people and organizations connected to a topic, their roles and their relative importance.
• Hot Document Finder: Ranks documents as Hot, Warm or Notable based on factors such as admissions, anomalies, awareness of wrongdoing and changes in tone. Includes a source-based explanation for each ranking.

Case Preparation

• Deposition Kit: Creates a witness preparation package covering the witness’s background, prior statements, relevant documents, potential contradictions and possible lines of examination.
• Claim Analysis: Evaluates a single allegation from both perspectives and provides a balanced assessment without reaching a conclusion.
• Request Analysis: Breaks a request for production or subpoena into numbered requests and sub-elements. Identifies potentially responsive documents for each element and provides citations and a coverage summary.
• Record Check: Breaks witness testimony into individual assertions and classifies each as Supported, Contradicted, Mixed or Unsupported. Provides the evidence supporting each classification.

Start a skill from the cards displayed in a new conversation or from the Skills menu next to the message box. Users may also describe the requested task in plain language.

File Attachments

Files can be added to a conversation by dragging them into the window or selecting the paperclip icon. CaseBot can analyze attached files together with the matter’s document population.

Supported file types include PDF, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook .msg, text, Markdown, CSV, JPEG, PNG, WEBP and GIF.

Microsoft Office files, PDFs, Outlook messages, text, Markdown and CSV files are processed as text. Supported image files are processed directly.

Attachment Limits

• Up to five files per conversation
• Maximum file size of 10 MB per file
• Very large attachments may not be processed in full
• Attachments apply only to the request submitted with them and are cleared afterward

Processing and Conversation Persistence

Responses stream as they are generated. The interface displays the searches CaseBot performs and the documents it opens during processing.

Conversations, citations and generated files remain available if the page is refreshed or the user moves to another browser tab.

Downloads and Exports

Skill results can be downloaded as formatted reports. Full conversation transcripts can also be exported.

Transcript export is currently limited for conversations exceeding 200,000 characters.

Availability

• The beta is available for new matters only.
• CaseBot must be enabled separately for each eligible matter.
• Contact the eDiscovery AI support team to request activation.
• Matters that are not enabled will continue using the current version of CaseBot.

Known Limitations

• Under heavy load, users may see: “CaseBot is at capacity, please retry in a moment.”
• An answer in progress cannot be stopped in this release.
• Very large attachments may not be processed in full.
• Conversations exceeding 200,000 characters may not export in full.