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Chat with Docs

What is Chat with Docs?​

Chat with Docs lets you ask questions about a case's Paginated and Indexed Bundle in plain English and get an answer sourced directly from the documents — with a citation showing exactly which page it came from, so you can check it yourself in seconds.

Think of it as a faster way to interrogate a bundle you'd otherwise search manually — not a replacement for reading the records, but a way to get to the specific fact you need without paging through hundreds of scanned documents.

Chat

How to access Chat with Docs​

Chat with Docs is available from the documents panel, on any case where a Paginated and Indexed Bundle has been generated. Look for the 'Chat with document' menu item in the Document menit - it opens a two-panel view: your conversation on the right, the source PDF on the left.

Access

What to ask​

Chat works best for questions that can be answered directly from what's in the bundle:

  • "What did the GP note about [symptom] on [date]?"
  • "Is there a referral letter in the records?"
  • "What was the patient's [test result] on [date]?"
  • "Summarise the treatment for [condition] across all the records."
  • "Give me a timeline of [event] from first presentation to resolution."

There's a 500-word limit per question - enough for a detailed question, not for pasting in a document.

Checking the answer​

Every factual answer comes with a citation - click it and the right-hand panel jumps to that exact page in the bundle. We'd encourage you to check citations, especially early on, so you can get a feel for how reliable they are before relying on them for anything that matters.

What it won't do​

Chat with Docs answers only what's documented in the case records. By design, it will not:

  • Say whether care was appropriate or amounted to negligence
  • Give a view on the strength of a claim or prospects of success
  • Recommend treatment or medication
  • Draft letters, documents, or anything beyond reporting what's in the records

If you ask something in this territory, you'll get a message explaining why it can't answer and, where possible, what to ask instead. This is expected behaviour, not a bug — if it ever does one of the things above instead of declining, please tell us straight away (see Feedback below) rather than waiting for the end-of-pilot form.

"Not found in records"​

If chat says something isn't in the records, that's a real answer, not a failure — it means a search was done and nothing relevant turned up. It will not guess or fill in a gap from general medical or legal knowledge. If you think something should be there and isn't, that's exactly the kind of thing worth flagging as feedback.

The disclaimer​

You'll see a disclaimer in the chat panel at all times: answers are based on the documents in this case only, this isn't legal or clinical advice, and you should always verify against the source records. It's there permanently, not a one-time pop-up — your professional judgement stays the responsibility of the person reviewing the case, same as it always has been.

A few things to expect, since this is an early Pilot version​

  • Response times vary - some questions answer in a few seconds, others (especially "summarise everything about X") can take noticeably longer. If it seems stuck, give it a bit more time before assuming something's wrong - but if it's been over a couple of minutes with no change, that's worth flagging too.
  • One bundle per session — you can't currently ask questions across multiple bundles or cases at once.
  • Peristence of the chat - when you close the chat window, the conversation disappears.
  • Nothing here is saved as a note or chronology entry automatically — if you want to keep something, copy it into your usual working document for now.

Feedback​

Your feedback directly shapes what gets built next. About three weeks after you start, either complete our short feedback sheet or we'll schedule a feedback call with you — whichever suits you better.

If you have an urgent issue or something stands out while you're using it before then (good or bad) — especially anything under "What it won't do" above behaving unexpectedly — don't wait for that: flag it to Helen Renshaw (helen.renshaw@finlegal.io) straight away.