amaise Features Explained
Find tutorials, explanations, and step-by-step guides on how to use amaise efficiently.
By amaise1 author52 articles
AI assistants
CasePilot, DocPilot, and LegalPilot — your AI assistants for case, document, and legal research.
- AI assistants: OverviewCasePilot, DocPilot and LegalPilot at a glance: which pilot to use for what, and how to switch between them.
- AI assistants: CasePilotUse CasePilot to ask your own case-specific questions about the case history and get transparent, well-founded answers.
- AI assistants: DocPilotAsk targeted questions about one or more documents or get terms explained.
- AI assistants: LegalPilotSearch for legal information and get reliable answers to your legal research questions.
- AI assistants: Why answers can varyLearn why AI assistants can give different answers to the same question — and why that’s normal.
Document study
Read, filter, organize and analyze documents — everything around the document study.
- Document study: OverviewAll document study articles at a glance: organizing, reading, filtering, searching and analyzing documents.
- Document study: Frequently asked questionsAnswers to common questions about Document study: reporting errors, finding and removing annotations, correcting misfiled documents and understanding locked documents.
- Document study: Document listCase documents categorized by type, with search and filter options.
- Document study: Organizing documentsLearn how documents are organized in amaise — with dossiers, automatic classification, manual labels, and the trash.
- Document study: Filter and select documentsUse the filter sidebar and selection options to quickly find the right documents in a case — by dossier, document type, annotations, labels, date, and more.
- Document study: Diagnosis overviewQuickly find all documents with relevant diagnoses.
- Document study: Duplicate detectionIn this article, you'll learn how to mark documents as duplicates, remove duplicate markings, or filter for them.
- Document study: Full-text searchUse full-text search to find people, terms, and content in all documents of a case.
- Document study: Work impairment overviewGet a structured overview of the work impairment periods of the affected person.
- Document study: PDF viewer and annotationsRead documents in the integrated PDF viewer, create annotations, and use advanced features like search, rotation, and deep links.
Collaboration
Requests to colleagues, experts and external service providers — collaboration inside and outside your organization.
- Collaboration: OverviewAll the ways to collaborate at a glance: requests to colleagues and external service providers, mentions, access management and the requests overview.
- Collaboration: Requests overviewThe requests overview is the central page for all collaboration requests — formal requests and direct chat requests.
- Collaboration: Access managementMonitor and manage case access permissions anytime.
- Collaboration: Managing as an expertManage incoming requests as an expert or administrator at an external service provider.
- Collaboration: Request to external service providersSend a formal request to an external service provider and receive a structured, verified response.
- Collaboration: Ask a colleague or external personQuickly and easily ask a question to a colleague or an external person — directly within the case.
Exports
Export case dossiers and share them securely.
- Exports: Create and share exportsSecurely share selected case documents with external parties.
- Exports: Limits and large casesMaximum number of documents per case export and recommendations for large cases.
- Exports: Problems and solutionsWhat to do when the preview doesn't appear, the export fails, or the shared email doesn't arrive.
Cases overview
Create, open, filter and manage cases — your central starting point in amaise.
- Cases overview: Managing casesGet an overview of all cases in your workspace. Create new cases, identify inactive cases, and close them if needed.
- Cases overview: Large PDFs and page limitsUpload PDFs with many pages directly — amaise splits them automatically. Other file types are limited to 2000 pages.
- Cases overview: Supported file formats and upload limitsWhich files your workspace accepts, what happens to files that are not PDFs, and the limits that apply to uploads, archives, folders, and emails.
- Cases overview: Open and navigate a caseGet to know the user interface when you open a case in amaise — navigation, menus, and tools at a glance.
- Cases overview: Getting started with amaiseLearn the key features of amaise and start working on your first case.
Case history
The timeline of your case with documents, events, and AI-generated summaries.
Dashboards
Predefined case questions and answers at a glance — with sources, versions and sign-off.
- Dashboards: Overview and navigationFind predefined questions about your case, some already answered by amaise.
- Dashboards: Frequently asked questionsAnswers to common questions about dashboards: reporting and correcting a wrong or missing answer, adjusting lists, finding content and asking for additional questions.
Case notes
Capture, structure, and share notes about your case with colleagues.
Personal settings
Manage your profile, notifications, and personal account settings.
Administration
Manage workspace settings, users and roles, plus reports, the audit log and your organization.
- Settings: Notification email subjectsCustomise the subject of notification emails per type — with placeholders, the automatic [amaise] prefix, and a live preview.
- Settings: IP allow listRestrict access to your workspace to specific IP addresses and CIDR ranges — configurable as an administrator under «Settings» → «Security».
- Settings: Manage usersInvite new users to your workspace, assign roles, and manage existing access — all on the "Users" page.
- Audit log: Track accessMonitor and analyze access to amaise for greater transparency and security.
- Organization: Overview of your workspacesGet an overview of all workspaces within your organization.
- Reports: Usage and analyticsSee how amaise is used in your department and how much time is spent on specific tasks.
- Settings: Configure annotationsSet the annotation presets for the PDF viewer in your workspace — under «Settings» → «Features».
- Settings: Bulk case cleanupArchive or delete many cases at once — via the bulk case cleanup in the settings under «Danger zone».
- Settings: Document mapping for integrationsMap external-system keys to document storage, document types and split behavior — under «Settings» → «Document mapping».
- Settings: Managing export templatesCreate and maintain export templates for your workspace — under "Settings" → "Features".
- Settings: Integration and agent statusStatus, endpoints and credentials of your workspace's integration agent — under «Settings» → «Integration».
- Settings: Case notes templatesCreate and maintain case notes templates for your workspace — under «Settings» → «Features».
- Settings: Roles and permissionsView the roles in your workspace and their permissions — under «Settings» → «Security».
- Settings: Case-work defaultsWorkspace-wide defaults for case work — default view, document storage, duplicates, case histories, inactive cases, and external access.
- Settings: General workspace detailsView the basic details of your workspace — name, URL, data region, language and time zone under «Settings» → «General».
- Settings: Workspace settings overviewWhat the workspace settings contain, which areas you see depending on your role, and which are managed by amaise only.