A dashboard answers the same set of questions about every case — structured, with sources, and in a version you can correct and sign off.
What a dashboard is — and who builds it
A dashboard is a fixed list of questions and analyses about your case. CasePilot answers them from the case documents as soon as the dashboard is filled in. Every answer points to the documents it draws on.
Which dashboards exist in your workspace, and which questions they ask, is set up by amaise together with your organization. There are no private dashboards: everyone with access to the case sees the same dashboards and the same answers. Answers stay in the language the dashboard was run in — they are not translated per person. What you can do yourself is described at the end, under "Who can do what".
Alongside dashboards you also have CasePilot, LegalPilot, the Notebook and Access management in the tool bar on the right edge.
Navigating a dashboard
Pick a dashboard — A bar at the top lists every dashboard on the case. Click an entry to switch
Table of contents — On the left you see every section and question. A click jumps to the card; the table of contents collapses and expands
Jump to a question — The search field in the table of contents takes you straight to a specific question
Next/previous chapter — The arrows by the table of contents move between sections
Additional sections — Some sections start collapsed. "Show additional sections" reveals them, "Hide additional sections" puts them away again
Progress — In the table of contents an icon per question shows whether it is answered, currently running, or left without an answer
Searching in a dashboard
The top application bar holds the search field "Search in this dashboard"; the / key jumps straight into it, as long as keyboard shortcuts are enabled in your settings. It searches the questions, descriptions and answers of the open dashboard — the hint reads "Start typing. Searches questions, descriptions and answers in this dashboard."
Pick a result with the arrow keys and confirm with Enter; amaise scrolls to the matching card
With no match you see "No matches for "{query}" in this dashboard."
If the dashboard has no questions yet, it says "This dashboard has no questions yet."
Filling in a dashboard
A dashboard does not recompute itself — you start the answering. The play button "Fill in dashboard now" in the toolbar does that. It stays visible even when everything is answered; when it is unavailable, the tooltip says why:
"The dashboard is being filled in right now." — A version is already running
"This dashboard has no questions yet." — There is nothing to answer
Depending on the state, amaise asks first:
"Create a new version?" — with the note "This dashboard is already filled in with the current questions. A new version replaces the answers on screen with newly generated ones." You confirm with "Start new version"
"Fill in the dashboard again?" — when no documents were added or removed since the last version. amaise names the good reasons to do it anyway: "if a document was corrected, a question was left unanswered, or you would like a second opinion". You confirm with "Fill in anyway"
Once the answering starts, amaise reports "Filling in the dashboard has started." and a note appears at the top: "We're processing your dashboard." with "The answers appear here as soon as they're ready. You can keep working." You can leave the page — the answers arrive while you work on something else, and when everything is done you get a "Your dashboard is ready" notification in the bell and by email, with an "Open dashboard" button that takes you straight back. (You can switch the email off under Personal settings → Notification settings.) A "Progress" bar runs in the table of contents meanwhile, with "Processing..." and the percentage; the × ("Dismiss progress") hides it.
Other notes that can appear above the dashboard:
"This dashboard hasn't been filled in yet." — with "CasePilot answers every question in one go, once filling in is started." You can click "Fill in dashboard now" right in the note
"The documents in this case have changed." — with the question "Do you want to regenerate the dashboard now?" Here too you start straight from the note with "Fill in dashboard now"
"A new version is ready." — someone (or an automatic run) finished a newer version while you were reading: "You're still reading the previous one. Show the new version whenever it suits you." Click "Show new version" when you're ready
"New documents are still being processed." — "This version doesn't include them yet. You can fill in the dashboard again once they're ready."
Individual cards say the same for their own question: "This question hasn't been answered yet", "The dashboard is being filled in", or "This question was added later" when the question was added after the version on screen.
If the play button is missing entirely, your role may not start the answering. Ask someone in your workspace who has the permission.
When a version stays incomplete
If filling in stops before every question is answered, the version counts as "Incomplete". You then see the note "Unfortunately, this version is incomplete." at the top, with the text "Something went wrong while a few of the questions were being filled in. Fill in the dashboard again to add them."
"Try again" next to the note picks up where the last attempt stopped — amaise says so itself: "Trying again picks up where the last attempt stopped: answers that have already been checked are kept."
"Fill in again" starts a fresh version instead. The answers that were already generated stay on screen until the new version replaces them
If you get "The dashboard was just filled in and did not finish. Please wait a moment before trying again." instead, wait a moment and click once more — nothing is broken
If no button appears, the note reads "The person handling this case can have the dashboard filled in again." — ask that person
A question that was left empty says so itself: "This question was not answered" with "Filling in stopped early. Fill in the dashboard again to answer this question." A card can also simply read "No answer here yet" with "It will be retried the next time the dashboard is filled in."
In the version history the version carries the same state, "Incomplete"
If the same gaps remain after a second attempt, contact support and name the date and time of the version from the version history.
The item types
📷 A screenshot is coming here soon.
A dashboard is made of cards. These types can appear:
Heading — A thematic section that structures the dashboard
Traffic Light — A traffic light as a decision point; it always starts a new section
Question — A question about the case documents with a generated answer
External sources — A question answered from external web and legal sources, not from the case documents
List — Structured data as a list or table
Timeline — List data on an interactive timeline
Structured data — Details another card reuses, for example to populate case data
Derived list — A list built from an existing one: filtered, enriched, or merged with a second
Reference Document — A question about a document that belongs to the dashboard and applies to every case; it is not added to the case documents
Reading an answer: check result, references, documents
Under every answer you see what the automatic check found. It compares the statements in the answer with the cited sources — so it tells you whether the answer matches its sources, not whether it is factually right.
"Automatically checked" — The check compared the statements with the cited sources and flagged nothing
"Partially checked" — Some statements could not be checked against the sources
"Needs review" — The check flagged passages. Clicking the chip opens the list of flagged passages
"Not checked" — There is no check result for this answer
"Could not be checked" — The check could not be completed
"Manually reviewed" — A person signed the answer off; the tooltip names them and the date
Other markers can sit next to it:
"Without external sources" — No external sources were available, so the answer rests on general knowledge alone
Referenced documents — The documents chip opens the list of every document behind the answer, with the hint "Select a source to open it where the answer read it." "Issues only" narrows it to documents with "Poor text quality"
Read the check result as a signal, not as a sign-off. For anything you rely on, the document itself is what counts.
From a source reference to the document
Inside an answer the references are set as chips. They carry the document title and, where known, the page.
Preview — Hover a chip or give it focus and the "Cited passage" appears: the verbatim text from the document, with the source below it
Open — A click opens the document at the cited passage and highlights it
Whole document — When it says "The citation names the whole document." and names the source page, the reference points at the document rather than at a passage
Set by hand — References a person added themselves are marked "Manually added"
Correcting answers
If an answer is wrong, you correct it yourself. At the foot of the card, on the same row as the note about where the answer came from (see "Comparing a single answer"), the pencil icon opens it for editing:
Add reference — "Add reference" puts a source reference into your text. The hint reads "Pick a document, then reference it or a passage."; in the document you select the passage and insert it
Save — "Save" keeps your version, "Cancel" discards it
Copy — The copy icon beside it puts the answer on screen into the clipboard
The first time, amaise reports "Saved as an edited answer. The original CasePilot answer is kept." Your version is therefore held alongside; the generated answer is preserved.
"Delete edited answer" takes your version back — the CasePilot answer is shown again. If the answer was signed off, amaise asks first — "Delete edited answer?" — and points out that the "Manually reviewed" sign-off is lifted with it.
Your correction belongs to exactly the version you made it in. Start a new version and the card shows the freshly generated answer again; your version stays reachable through the version history.
Mentioning colleagues
While you edit an answer you can address someone directly: type @ or click Mention a person in the toolbar and pick them from the list. People the case's access group rules out are not offered.
The person you mention receives an email naming the case, with a link to the dashboard item — and only once you keep your version with "Save". Discard the edit with "Cancel", or delete the mention before saving, and nobody is notified.
Editing lists
📷 A screenshot is coming here soon.
In a list you correct the extracted rows yourself. The row actions sit at the right edge of the table; the column stays visible when you scroll sideways:
Edit row — The pencil icon opens the "Edit row" dialog
Exclude — The bin icon takes the row out of the analysis. It stays visible, is shown struck through, and counts neither in the row count nor in the analyses under the table
Restore — The restore icon on an excluded row brings it back in
Add row — Under the table, "Add row" adds a missing row, even when the list came back empty
Each row also shows what the check found: "Not checked" or "Flagged for review". Under the table the coverage reads "Checked {checked} of {total} rows".
If the table carries "Filter incomplete", the filter could not be applied in full because a referenced value was missing — so the table shows every row. Review them yourself in that case.
Filtering and grouping rows
Filter — When the search field is enabled, "Filter..." narrows the rows. The row count switches to "{count} of {total} rows", and excluded rows are reported as "(+{excluded} excluded)"
Reset — "Reset filter" next to the search field shows every row again
No match — If no row matches, you see "No matching rows"
Group — "Group by" groups the rows by a column; "Collapse all" and "Expand all" control the groups
The analyses in the bottom table row — count or sum, for instance — and an export of the table always refer to the rows on screen
Entering a row
📷 A screenshot is coming here soon.
The dialog has one field per column — a text field, a number field, a checkbox or a date field, depending on the column type. "Save" keeps the row, "Cancel" discards your entries.
Number fields — If a column carries a unit or a currency, it is shown as a hint under the field. On an invalid entry the field says "Enter a valid number"
Date fields — As you type, a preview shows how amaise reads your entry. If the date cannot be read, amaise blocks the save and names the column
Empty row — With not a single field filled in, amaise says "Cannot save: fill in at least one field."
Under the fields, the "Sources" block records what the row rests on:
Add a document — Search the "Add a document" field for a document from the case and pick it
Cite a passage — "Cite a passage" lets you pick a document and mark the exact passage in it
Remove — Click the × on the source chip
With nothing recorded it says "No source yet — the row is saved without a source."
After saving, amaise reports "Row saved" or "Row added". The recorded sources then appear in the "Source" column; clicking a source chip opens the document.
While a version is running, or while you are viewing an older version, you cannot add or edit rows. If the icons are missing entirely, your role may not correct dashboard answers.
Setting a traffic light
You can set a traffic light yourself too. Click the pencil icon next to the traffic light to open "Edit traffic light":
Traffic light color — Pick green, yellow or red
Reasoning (optional) — Record why you set this color. You can format the text, for example in bold or as a list
"Save" keeps both; amaise reports "Traffic light saved". This assessment is held as an edited answer too.
Marking an answer as manually reviewed
Once you have checked an answer, record it — the sign-off is the evidence that a person looked at it.
One answer — Click the check result under the answer and choose "Mark as manually reviewed". The answer then carries the "Manually reviewed" chip with your name and the date
Undo — "Undo manual review" in the same place takes the sign-off back
The whole dashboard — In the toolbar's "More actions" menu, "Mark dashboard as reviewed" signs off every answer on screen in one go. Answers someone already signed off are left untouched
When the action is unavailable, the row says why: "Every answer has already been reviewed individually.", "There's nothing to review yet." or "You're viewing an older version."
Deleting an edited answer you had signed off lifts the "Manually reviewed" sign-off with it. amaise points this out in the confirmation dialog.
AI log
📷 A screenshot is coming here soon.
From a card's menu, "Show AI log" opens the record for exactly that answer. It captures how the answer came about:
Summary — for instance "{verified} of {total} statements verified" and "{used} of {considered} documents used"
Documents — which documents were included and which were left out, with the reason
Check — which checking method was applied and what it found
External research — for cards with external sources: which sources were used
Model — technical details of the generation
With nothing to record it says "No log was recorded for this answer."
If "Show AI log" is missing from the menu, the AI log is not enabled for your role in your workspace.
Version history
Every fill-in creates a version. The clock icon in the toolbar opens the "Version history" with every version of this dashboard.
State — Each row names the date, who or what started it, and the state: "Current", "Shown", "Running", "Completed", "Incomplete" or "Stopped". While a version is running, the row reads "Being filled right now" in place of the date
Questions changed — This marker means the dashboard's questions were adjusted for that version
All items reviewed — This marker means every answer in that version was manually reviewed
No versions yet — Before the first fill-in it says "Fill this dashboard to create the first version."
Clicking a row switches the whole dashboard straight to that version. You can go back to the current version at any time.
In the historical view the top of the page reads "You're viewing the state as of {date}"; "Back to latest" takes you back. Reading and exporting work as usual there, correcting and signing off do not.
Comparing a single answer
At the foot of every card you see where the answer on screen comes from — "CasePilot (AI) · {date}" or "Edited · {name} · {date}". Clicking it opens "Version of this answer" with every version. The hint "Switching sets the whole dashboard to the version you pick." tells you what happens; amaise asks first — "Switch to this version?" — and explains: "Every answer in this dashboard switches to the version from {date}. You can go back to the current version at any time." If a version has no generated answer, it says "This version has no generated answer for this item".
Exporting a dashboard
The toolbar's "More actions" menu exports the whole dashboard:
"Copy to clipboard" — Puts the dashboard content on the clipboard
"Download as DOCX" — Downloads the dashboard as a Word document
Individual cards have their own menu:
"Copy link" — Copies a link that opens exactly this card
"Download as Excel" — For list and timeline cards
"Download as DOCX" — For the single answer
An export always contains what you see: the version on screen, your corrections, and the filtered rows of a list. Excluded rows are left out; the export notes how many there were. When nothing is exportable, the row says why — "There are no answers to export yet." or "The dashboard is being filled in right now." When no action is available at all, the "More actions" button itself is greyed out.
Who can do what
Not every action is open to everyone. What you see depends on your role in the workspace:
Read — Everyone with access to the case sees the dashboards, the answers, the references, the AI log (where enabled) and the version history, and can export
Fill in — Starting a new version is for those who hold the permission. Without it, the play button is not there
Correct and sign off — Editing answers, maintaining list rows, setting a traffic light and marking answers as manually reviewed is for those who hold correction rights. External people with case access usually do not
Build — Which dashboards exist and which questions they ask is built together with your organization. If your role holds the "Author dashboards" permission, you get extra controls for it; otherwise they do not appear in your view
If you would like an extra question or a dashboard of your own, talk to the person responsible for amaise in your organization, or to support.