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Getting Started with amaise

Written by amaise Support

Welcome to amaise

amaise is your AI-powered platform for document analysis and case management. The app automatically reads your documents, extracts relevant information, and provides intelligent assistants — so you can focus on what matters most.

For the best experience, we recommend Google Chrome or Microsoft Edge.

The case overview

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After logging in, you’ll arrive at the case overview — your central starting point. Here you see all your cases at a glance.

  • Search — Use the search bar to find cases by name, reference, or content.

  • Filter — Narrow the display using filters like status or responsible person.

  • Sort — Adjust the order with sorting options.

Creating a case

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To create a new case, click the plus icon (+) in the top right corner of the case overview. A dialog opens where you:

  1. Enter the case data — e.g., name, reference number, and other relevant details.

  2. Upload source files — drag and drop your documents into the upload area or select files manually.

Once you confirm the dialog, the case is created and the uploaded documents are processed automatically.

Want to import your cases automatically from an existing system? Feel free to contact us, and we’ll help you set it up!

Opening a case

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Click a case to open it. You’ll see:

  • Document list — All documents belonging to the case with type, date, and status.

  • Case details — Summary and extracted metadata at a glance.

  • Document view — Click a document to view it in detail.

Uploading documents

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Here’s how to add new documents to a case:

  1. Open the desired case.

  2. Drag and drop your files into the upload area — or click the upload button.

  3. amaise processes your documents automatically: OCR, segmentation, classification, and information extraction run in the background.

Once processing is complete, the documents are ready to work with.

You can upload up to 2000 pages, 100 files, or 4 GB per upload.

Using AI assistants

amaise offers you three AI assistants:

  • CasePilot — Ask questions about an entire case. CasePilot analyzes all documents and provides answers with source references.

  • DocPilot — Ask questions about a single document or a selection of documents. DocPilot knows the content in detail.

  • LegalPilot — Research legal information independently of case content (BETA).

Just type your question into the chat field and get a well-founded answer within seconds.

You can switch between the pilots anytime — via the icons in the navigation bar or the speed dial left of the input field.

Next steps

You now know the basics. Next, explore:

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