Ask
Best for a bounded question that should be checked against the underlying record.
How source-linked AI works
From source document to AI-assisted investigation to professional decision.
Build the governed matter context, ask targeted questions, run broader investigations where appropriate, verify the result against source material and decide what the professional case position should be.
Full practitioner workflow
Watch the connected matter journey before the six-stage summary.
The flagship film shows the route from documentary record through evidence, issues, investigation and supervised work to professional decision.
One matter. Six connected stages.
Create the matter
Establish the dispute, authorised users and working boundary. Application admission and access to an individual matter are separate questions.
Add the source material
Bring the agreed documents into the matter. Inspect capture and extraction before relying on downstream analysis.
Develop the matter structure
Connect evidence with events, people and issues. Preserve the distinction between allegation, documentary fact and interpretation.
Run AI-assisted investigation
Use Ask for a bounded question or Case Operator for broader governed work. Define the objective, inspect scope and prerequisites, and keep generated analysis separate from acceptance.
Verify against the record
Return from the AI-assisted finding to the source. Check whether it actually supports the proposition and whether other documents qualify, contradict or destabilise it.
Make the professional decision
Accept, reject, qualify or investigate further. Keep AI-assisted findings distinguishable from reviewed professional analysis.
The AI working model
The AI works with matter context; it does not become the matter authority.
Question or taskDefine what needs investigation.
→Governed matter contextDocuments, evidence, chronology, people and issues.
→AI-assisted analysisAsk or governed investigation.
→Source-linked resultSupport, contradiction, gaps and qualifications.
→Professional reviewAccept, reject, qualify or investigate further.
Case Operator
Best for broader, multi-step investigation where the objective and proposed next work need governance.
Tasks, drafts & reports
Keep the downstream work visible without confusing generated or saved material with professional approval.
Follow the evidence against the apparent conclusion.
A source may change the question.
One document records a meeting on 3 March; another points to 7 March; a witness remembers only “early March”. The useful outcome may be an unresolved conflict that needs investigation.
Illustrative example.
A missing result has a limited meaning.
“No approval email was identified in the material searched” does not establish that no approval email exists. Keep the available record and the scope of the search in view.
Read about contradictions and gaps →Inspect the work before relying on it.
Source
Does the document exist, and is this the right version and passage?
Context
Does it support the proposition once surrounding and competing evidence is considered?
Decision
What can safely be accepted, qualified or sent back for further work?
Next step
See the connected workflow in use.
Start with a practitioner walkthrough using a synthetic matter. Then decide whether a scoped pilot fits your team.
Financial workstream
When the matter contains a financial question, follow the same source-linked discipline.
1. Bind the Finance workspace
The Finance authority is explicitly associated with the active matter.
2. Inspect observations and calculations
Review historical values, comparable cells, deterministic calculations and status before relying on a derived figure.
3. Carry reviewed work forward
Use traceability and frozen reporting/export views to preserve the route from financial proposition back to source.