Dashboards give you a structured overview of your case through predefined questions and categories.
What are dashboards?
Dashboards contain predefined questions about your case, some of which amaise has already answered automatically. They are grouped by theme into categories to help you quickly capture the most important information.
In addition to dashboards, you also have the CasePilot and the Notebook as complementary panels to work with your case content.
Navigating dashboards
Dashboard selection — Choose a dashboard from the list at the top
Table of contents — On the left, you’ll find an overview of all questions in the dashboard. Click an entry to jump directly there. The table of contents can be collapsed or expanded.
Jump to question — Use the dropdown in the table of contents to navigate directly to a specific question
Next/previous chapter — Use the navigation arrows to switch between chapters
Scrolling — Scroll through the dashboard content to see all questions and answers
Dashboard elements
Dashboards can contain different types of elements:
Question — A question about the case documents with an AI-generated answer
List — Structured data as a list or table
Timeline — List data shown on an interactive timeline
Traffic light — A traffic light as a decision point
Heading — Thematic sections for organization
Generating answers
If a dashboard contains unanswered questions, you can start answering all open questions at once using the “Answer all questions” button (play icon in the toolbar).
Reviewing and correcting answers
Each answer shows you the source (referenced document). You can:
Copy answer — Copy the content to your clipboard
Edit answer — Manually adjust the answer
Jump to document — Click the source reference to navigate directly to the referenced document
Exporting dashboards
You can export a dashboard to use it offline or process it further. The following options are available:
Copy to clipboard — Copies the dashboard content to your clipboard
Download as DOCX — Downloads the dashboard as a Word document