CasePilot is your AI assistant for the entire case. It analyzes all documents and provides you with well-founded answers including source references.

You find CasePilot in the tool bar on the right edge of the screen — it gathers the case tools and is available in every view of the case. Click the CasePilot icon to open the chat panel.

💡 Even faster: press G, then C to open CasePilot from the keyboard.

To the left of the input field sits a round button showing the active assistant's icon. Hover over it to open the selection:

CasePilot and DocPilot also have their own icons in the tool bar; LegalPilot is only reachable through this selection.

Via "Open in separate window" in the panel header you detach the chat into a separate window. This keeps CasePilot open alongside your case view without losing space in the main window. In the separate window the assistant stays fixed — you can only switch in the panel of the case view.

The answer includes:

💡 Below the input field, a notice reminds you that you are speaking with an AI assistant that may make mistakes. Verify important information against the sources.

After each answer, CasePilot shows chips with fitting follow-up questions under "Ask further questions" — just click one to ask it directly. "More suggestions" reveals additional ideas. The "Start new conversation" chip begins a fresh conversation.

💡 On CasePilot's start screen, you'll already find prepared question suggestions you can click directly.

CasePilot remembers the context of your conversation. You can ask follow-up questions without having to explain the context again.

On the start screen, you find your past conversations under "Previous conversations", grouped by date. Click a conversation to reload and continue it; the X shown on hover deletes it. Each assistant keeps its own history — switching to DocPilot, for example, shows its previous conversations.

Right above the input field, the chips "Format", "Adapt for" and "Answer in" set how CasePilot should answer — or you simply phrase it in your question.

Want a short and concise text, something more detailed, or just bullet points? Pick it in the "Format" chip or state it right in your question, e.g. "Summarize the diagnoses in bullet points".

Need the answer for a specific specialist? Pick the role in the "Adapt for" chip or phrase it in your question, e.g. "Explain it for a claims adjuster". CasePilot adjusts language and detail level to the chosen audience.

CasePilot can answer in German, English, French, and Italian. Pick the language in the "Answer in" chip, ask your question in the desired language, or state it explicitly, e.g. "Answer in French".

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".