CasePilot is your AI assistant for the entire case. It analyzes all documents and provides you with well-founded answers including source references.
Open CasePilot
You can find CasePilot in the Navigation Rail (vertical icon bar) on the left side. Click the CasePilot icon to open the chat panel.
💡 You can switch between CasePilot and DocPilot anytime — either via the icons in the Navigation Rail or via the Speed-Dial (sparkle icon) next to the input field.
Detach panel
You can detach the CasePilot panel into a separate window. This way, you can keep the chat open alongside your case view without losing space in the main window.
Ask a question
Type your question into the input field
Press Enter or click send
CasePilot analyzes all documents in the case and provides an answer
The answer includes:
The actual answer — well-founded and based on the case documents
Source references — click the "Sources" chip below the answer to see the documents the information comes from
Direct links — click a source to jump directly to the relevant document
Suggested follow-up questions
After each answer, CasePilot shows you follow-up question chips — AI-suggested related questions that fit the context. Just click one to ask it directly. You’ll also find the chip "Start new conversation" to begin a fresh chat.
Example questions
"What are the main diagnoses in this case?"
"When was the first work incapacity certified?"
"Summarize the key events"
"Which medications were prescribed?"
💡 On CasePilot’s start screen, you’ll already find prepared question suggestions you can click directly.
Conversation history
CasePilot remembers the context of your conversation. You can ask follow-up questions without having to explain the context again.
Your past conversations appear on the start screen, grouped by date. Click a previous conversation to reload and continue it.
Customize answers
You can flexibly tailor CasePilot’s output to your needs — directly in your question or via the settings at the bottom of the chat panel.
Format
Want a short and concise text, something more detailed, or just bullet points? You can specify the desired format right in your question, e.g., "Summarize the diagnoses in bullet points".
Customize for...
Need the answer for a specific specialist? No problem — just phrase it in your question, e.g., "Explain it for a claims specialist". CasePilot adjusts language and detail level to the chosen audience.
Language
CasePilot can answer in German, English, French, and Italian. Just ask your question in the desired language or specify it explicitly, e.g., "Answer in French".
Draft emails
Want to draft an email that includes all key details of your case? Just ask CasePilot — e.g., "Draft an email summarizing the diagnoses and current work capacity".
Interaction with other features
Dashboards use CasePilot in the background to generate their answers. When you configure a dashboard, questions are answered via CasePilot.
The Notebook is available alongside CasePilot for you to keep your own notes and summaries.