In a nutshell
Every case's "Facts & Relationships" tab now has its own "Ask about the case graph" button — a chat that answers strictly from that case's already-extracted facts and relationships, on the cheapest available model, without re-reading the original documents.
Why a separate, smaller chat
The regular AI assistant in the lawyer portal is deliberately versatile: it reads documents, does research, checks registers, drafts pleadings. For one very specific, very common kind of question, that's overkill — things like "What did witness A say according to document X, compared with witness B in document Y?" or "Which deadlines have we already recorded?". These questions can be answered entirely from what a case's fact graph already knows — without re-reading a single document. The new chat mode makes exactly that its only job: it's hard-pinned server-side to the cheapest available model, deliberately forgoes research tools and document access, and is still booked normally and transparently against the firm's quota — just at a fraction of the cost of a full conversation.
Answers with real evidence
The fact graph has long marked which relationship has been confirmed by whom and which is still an open contradiction. The new chat builds directly on that: when a statement rests on a specific quote from a document, a clickable source card appears underneath it that jumps straight to the cited passage in the original document — the exact same citation mechanism the assistant already uses for document-grounded answers, just checked against the already-verified fact base instead of a freshly read attachment. A persistent conversation history per case also means you can always find a fact analysis you've already done, instead of starting over every time you open it.
Also for documents that aren't tied to any case yet
Not every document belongs to a specific case from day one — template contracts, reference material, or files where it's still unclear where they belong. For exactly this situation, the firm-wide document area now offers the same feature: select any group of document-free files — say, four sample tenancy agreements —, run "Extract facts" on them, and then use "Ask about firm-wide facts" to ask questions about them, for example "Give me all the tenants from these four agreements". This doesn't create a new, visible case file — the gathered facts sit in a dedicated store used only for this purpose. The existing "General" folder in the firm-wide area is excluded from any automatic AI processing by default — a document placed there for testing is never processed without you actively selecting it for an action.
Where this fits in
This extends the same idea that recently already enabled proactive, well-grounded hints directly in the chat: knowledge the platform has already gathered about a case should be as easy to retrieve as asking a simple question — evidenced, inexpensive, and without you having to prepare anything new. More on how the fact graph works and how it detects contradictions between documents: Case graph; on firm document management in general: for law firms.




