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Here you can find guides, video tutorials and tips on how to best work with the casepal suite of tools.
Video tutorials and tips on how to best work with the casepal suite of tools.
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Popular questions.
Find answers to most popular questions about casepal Suite of tools, together with more links to the relevant Guides.
What's the difference between using the Assistant versus the task-specific tools like Summarize or Email?
The Assistant is designed for tasks requiring reasoning, iteration, and context. Use it when you need to see the research process, refine outputs through conversation, search through internal and external sources, or perform complex analysis.
Task-specific tools (Summarize, Email, Translate, Simplify) are optimized for quick, standalone tasks with a clear scope that don't require follow-up questions or iterative refinement.
Read more: Using the Assistant guide
How do I get the best results when asking the Assistant legal research questions?
Follow the Collaborative Approach and provide context:
Jurisdiction - "Under German law..." or "According to GDPR..."
Your role - "We represent the buyer..."
Key facts - "The employee was terminated after 3 years..."
What you need - "Draft a memo using IRAC" or "Provide a 2-page summary"
Lead with your legal expertise: Direct the Assistant toward the specific doctrine, provision, or framework.
✅ Good: "What are the arguments regarding force majeure clauses in this contract dispute under English law? Analyze using IRAC, considering both arguments for and against invocation."
❌ Too vague: "What are the issues in this contract dispute?"
Read more: Using the Assistant guide - Section 3.1 Asking Questions
Can the Assistant search both my Library and the web at the same time, and how does it prioritize sources?
Yes. When you ask a research question benefiting from both external legal authority and institutional knowledge, the Assistant:
Conducts external legal research (web) for primary and secondary sources
Searches your Library for relevant precedents and knowledge
Synthesizes both into a unified answer with citations to all sources
Citations are clickable and will classify sources as Primary or Secondary.
Read more: Using the Assistant guide - Section 3.4 Agentic Legal Research
What does the reasoning process show me, and how can I use it to verify the Assistant's research?
Reasoning displays the research and analytical process transparently, showing:
Which sources are being searched, and what search queries are used
What the Assistant found in each phase
How the Assistant is interpreting and applying legal sources
The "Reading Sources" section shows all sources accessed, even if not quoted
Use reasoning to verify the research strategy was appropriate, check if the Assistant understood your question correctly, and assess the logical flow from sources to conclusions.
You can click "Stop Reasoning" to redirect if needed.
Read more: Using the Assistant guide - Section 3.5 Quality Control & Verification
How many documents can I attach to the Assistant, and should I attach everything related to my matter?
Capacity: Up to 25 documents per query, approximately 2,000-3,000 pages total.
Attach only relevant documents.
The Assistant performs better with focused, relevant sources rather than comprehensive but unfocused uploads.
❌ Too many: Attaching your client's entire corporate file when you only need analysis of a specific vendor agreement.
✅ Focused: Attaching the vendor agreement, your template for comparison, and relevant correspondence about disputed terms.
Read more: Using the Assistant guide - Section 3.2 Uploading Documents
When should I use Summarize versus asking the Assistant to summarize a document?
Use Summarize when:
Quick, standalone summary needed
Clear scope and output format
No external research requiredSingle document
No iteration needed
Use the Assistant when:
Need reasoning transparency
Requires legal research or external sources
Combining summarization with legal analysisIterating through conversation
Multiple documents
Multi-step tasks
Read more: Summarize guide - Section 2 When to Use Summarize
What's the difference between Summarize and Simplify, and which one should I use?
Summarize = Condense and extract key information (what's in the document)
Structured summaries, timelines, key terms
Extract specific provisions or data points
Simplify = Explain and clarify for understanding (what it means)
Make content accessible to non-experts
Break down concepts and terminology
Educate or clarify, not condense
Read more: Summarize guide - Section 2 When to Use Summarize | Simplify guide - Section 2 When to Use Simplify
How does the anonymize feature work, and is it safe for confidential documents?
The "Anonymize document" feature removes identifying information including names, addresses, and specific identifiers (case numbers, account numbers, dates of birth).
Important: Anonymization is AI-assisted and not perfect. Always review output manually to verify all sensitive information has been removed. You remain professionally responsible for protecting confidential information.
Read more: Summarize guide
Can I upload multiple documents at once to Summarize, or does it only work with one document?
Summarize works with one document at a time (up to 50MB, formats: PDF, DOCX, TXT, XLSX, CSV, XLS, PPTX, EML, MSG).
For multiple documents, use the Assistant instead, it can analyse up to 25 documents and compare, extract, or synthesize across multiple files.
Read more: Summarize guide - Section 3.1 Upload Your Document
How do I get Summarize to focus on specific sections like liability provisions or payment terms?
Use the Additional Instructions field to specify scope, audience, format, and priorities.
Examples:
"Focus on liability and indemnification provisions"
"Extract all payment terms, delivery obligations, and warranties. Create a table."
"Summarize data processing terms only. Flag GDPR compliance issues."
"Create chronological timeline of all events from January 2020 to present."
Read more: Summarize guide - Section 3.3 Additional Instructions
What's the difference between Simplify and Summarize?
Simplify = Explain and understand complex content
Make technical language accessible
Focus on contextual understanding
Educate or clarifySummarize = Condense and extract key information
Structured summaries and timelines
Focus on what's in the document
Extract specific provisions
Read more: Simplify guide - Section 2 When to Use Simplify
Can Simplify help me understand technical reports (engineering, medical, financial) for legal analysis?
Yes. Simplify works in both directions:
Legal language → accessible to non-legal audiences
Technical/specialized documentation → understandable for lawyers
Examples for lawyers:
"Explain this cybersecurity penetration test report in terms relevant to our data breach assessment"
"Break down this engineering analysis for me to understand the technical cause of the construction defect"
"Translate this financial audit into terms I need for assessing damages in our fraud case"
Read more: Simplify guide - Section 1 What is Simplify?
How do I make sure Simplify doesn't lose important legal details when making content accessible?
In Additional Instructions, specify: "Maintain technical accuracy" or "Preserve key technical terms with explanations."
Always review output to verify critical details are preserved, terminology is explained correctly, and the explanation is appropriate for your stated purpose.
The simplified content is AI-generated and not final work product.
Read more: Simplify guide - Section 3.2 Additional Instructions
When should I use Simplify versus just asking the Assistant to explain something?
Use Simplify when:
Single document
No follow-up questions or iterations needed
Quick, standalone explanation
Use the Assistant when:
Need reasoning transparency
Requires legal research or external sources
Combining explanation with legal analysisIterating through conversation
Multiple documents
Multi-step tasks
Read more: Simplify guide - Section 2 When to Use Simplify
Can I use Simplify to create client-friendly explanations of complex legal documents?
Yes, this is a primary use case. Specify your audience in Additional Instructions:
"Explain for a non-legal client who needs to understand their obligations under this settlement agreement."
"Break down the court's reasoning in plain language for our client update email"
"Make this liability clause understandable for a small business owner."
Click "Copy" to paste into emails or "Download" to save as Word.
Always review before sharing with clients.
Read more: Simplify guide - Section 3.2 Additional Instructions
How does the Email tool learn my writing style, and how many samples do I need to upload?
Upload examples of your previous emails in the Writing Style section. The tool analyzes formality, sentence structure, greetings/sign-offs, paragraph organization, and vocabulary.
What to upload:
Minimum: 3 email examples
Recommended: 10 email examples for best results
Variety: Include both short and lengthy emails across different contexts (client, counterparty, internal)
The more diverse and representative your samples, the better the tool matches your authentic style.
Read more: Email guide - Section 3.1 Writing Style
Do I need to upload email samples in multiple languages if I write emails in different languages?
Yes. If you write emails in multiple languages, include samples in all languages you typically use. This allows the tool to learn your writing style in each language and apply it appropriately.
For example, if you write in English, French, and German, upload representative samples in all three languages.
Read more: Email guide - Section 3.1 Writing Style
What should I include in the "Correspondence" field to get better email drafts?
Paste the email(s) you're responding to, including:
The most recent email(s) you're responding to
The sender's name/signature for proper salutation
For long threads, at minimum the most recent 2-3 exchanges
You don't need the entire thread, just the most recent exchange and any earlier messages providing the necessary context.
Read more: Email guide - Section 3.2 Correspondence
Can I edit the email draft directly before copying it, or do I need to regenerate it?
Yes, you can edit directly in the output box before copying. Click into the text to make changes, adjust wording, add details, or edit the subject line. No need to regenerate for minor adjustments.
Workflow: Generate initial draft → Edit directly in output → Copy to your email client.
Read more: Email guide - Section 4 Output and Copy
When should I use the Email tool versus asking the Assistant to draft an email?
Use the Email tool when:
Standalone email with a clear purpose
Want your personal writing style applied
No legal research requiredNo iteration needed
Use Assistant when:
Email requires legal research or analysis
Need multiple iterations
Multi-step tasks (research, then draft email)
Combining email drafting with document review or analysis
Read more: Email guide - Section 2: When to Use Email
What's the difference between Standard and Annotated translation modes?
Standard translation: For longer documents
Clean, readable translation preserving structure and legal meaning
Use for: Full contracts, entire judgments, multi-page regulatory documents
Annotated translation: For shorter extracts
Translation with explanations of technical legal terminology and cross-jurisdictional context
Use for: Specific clauses, technical terms requiring explanation, unfamiliar legal concepts
Read more: Translate guide - Section 3.2 Select Translation Mode
Can I use Translate for official court filings or certified translations?
No. Translations are AI-generated and shall not be considered certified translations.
For official court filings, notarized documents, or any purpose requiring certified translation, you must use professional certified translation services.
Use Translate for understanding foreign documents for your own analysis, not for official submissions.
Read more: Translate guide - Section 3.4 Best Practices
When should I use Translate versus asking the Assistant to translate and analyze a document?
Use Translate when:
Standalone translation needed
No legal analysis beyond translation
Single document
No iteration needed
Use Assistant when:
You need a short translation AND analyze legal content
Translation requires legal research or comparison with local law
Combining translation with document review or analysis
Multi-step tasks (translate, analyze compliance, draft response)
Example: "Translate this German contract" → Translate tool | "Translate this contract and compare against our English template" → Assistant
Read more: Translate guide - Section 2 When to Use Translate
How do I translate just a specific section of a long document instead of the entire file?
Switch to the "Text" tab and paste the specific content you want to translate.
Use text input when:
Translating specific passages, clauses, or excerpts
You want only selected portions of a longer document
Quick translations of shorter content
File upload is better for complete documents where structure matters.
Read more: Translate guide - Section 3.3 Provide Text or Upload File
Does Translate work for legal terminology that doesn't have direct equivalents across jurisdictions?
Yes. This is where Annotated mode is particularly valuable.
Some legal concepts don't translate directly (e.g., "trust" in common law, "publicité foncière" in French law). Annotated mode provides explanations of how terms function in their original legal context and cross-jurisdictional context for terms lacking direct equivalents.
Use Standard mode for understanding full documents; switch to Annotated for technical terms requiring jurisdictional context.
Read more: Translate guide - Section 3.4 Best Practices
What's the difference between Library Search and the Library Picker, and when should I use each?
Library Search:
For internal search, query answering
Find relevant documents, you don't know exactly which ones
Research how your organization handled similar issuesAssistant determines relevancy and selects appropriate sourcesComprehensive research across your organization’s knowledge
Library Picker:
For drafting, reviews, summarizations
You know which specific documents you need by name
Browsing folders to select known documents
Quick selection of familiar templates or precedents
Selecting specific client matter files
Read more: Library guide - Section 3.3 Searching Your Library
Should I upload every document to the Library, or only certain types of documents?
Upload to Library when:
Documents will be referenced or reused across multiple matters
Building institutional knowledge and precedent banks
Documents need to be accessible to multiple team members
Standard templates and forms
Use attachments instead when:
One-off external documents (counterparty contracts)
Matter-specific documents that won't be reused
Quick analysis without precedent research
Confidential to a specific matter
Quality over quantity: A well-curated Library with 1,000 high-quality documents is more valuable than 10,000 unorganized, duplicative, or outdated files.
Read more: Library guide - Section 2 When to Use the Library
Can all users in my organization upload documents to the Library, or only administrators?
All users in your organization can upload documents to the Library and contribute to knowledge creation. This enables collaborative building of your institutional knowledge base.
Library is accessible to all users (unless configured otherwise), allowing teams to capture precedents, templates, and insights across all practice areas.
Only administrators can set up integrations with SharePoint or DMS.
Read more: Library guide - Section 3.1 Uploading Documents
How does Library search work, does it search document titles or the actual content?
Library search prioritizes actual document content (90%) over titles (10%).
How search works:
Semantic search (Voyage embeddings): Understands meaning, intent, and legal concepts
Keyword search (BM25): Finds exact terms, citations, party names, clause titles
Search is intentionally over-inclusive, prioritizing precision over narrow filtering. The system may retrieve documents that turn out irrelevant after analysis, this is by design to ensure comprehensive coverage.
Read more: Library guide - Section 3.3 Searching Your Library
How do I organize my Library so documents are easy to find and the search works well?
Organize with folders by document type, practice area, client/matter, or jurisdiction. Use combinations that make sense for your organization.
Best practices:
Create a logical folder structure before mass uploadingUse consistent naming conventions
Remove superseded templates or outdated documents
Remove obsolete files
Naming conventions: Use clear, descriptive names like "NDA Template - Mutual - Standard Form" for easier identification in Library Picker, though search primarily relies on content.
Maintain and curate regularly to improve search relevance and user experience.
Read more: Library guide - Section 3.2 Organizing Your Library
Who can set up integrations with SharePoint or other document management systems?
Only users with administrator privileges can connect document management systems or cloud storage to casepal.
If you need to set up an integration and don't have admin access, contact your organization's casepal administrator, or at support@casepal.co
Recommended: 1-3 administrators maximum for easier coordination and clearer responsibility.
Read more: Integrations guide - Section 3.1 Who Can Set Up Integrations
Once I connect SharePoint, can all users access those documents, or do they need individual permissions?
Once an integration is connected, all users in your organization can access and search the synced documents in the Library and select them through the Library Picker (unless configured otherwise).
Users do not need individual access to the integration; only administrators manage connections.
Read more: Integrations guide - Section 3.3 Managing Connected Integrations
How often do documents sync from SharePoint to casepal, and how do I know if the sync is working?
Documents sync at regular intervals. Check the sync timestamp for the last update.
How syncing works:
Documents added to connected sites/folders sync to casepal Library
Changes to documents in SharePoint sync to casepal
Deleted documents in SharePoint are removed from casepal
Monitor sync status:
Connection shows last sync timestamp, number of enabled scopes, and sync health (OK/issues).
A check indication shows when documents are processed successfully.
Read more: Integrations guide - Section 3.4 How Syncing Works
Should I connect my entire SharePoint environment or just specific folders?
Use granular scope selection; connect relevant sites or folders rather than entire environments.
You can select exactly which sites or folders to sync, allowing you to connect only relevant repositories (e.g., "Legal Templates," "Precedent Bank") rather than your entire SharePoint.
Best practice: Start with your most critical document repositories. You can add scopes later as needed.
Read more: Integrations guide - Section 3.2 Setting Up SharePoint Integration
What document management systems does casepal support, and can I request support for others?
Current integrations: SharePoint
Expanding integrations: casepal is actively expanding support for additional systems, including Google Drive. Integration requires the DMS to support the MCP (Model Context Protocol) framework and sufficient adoption or client partnership.
If you need a DMS not currently supported, contact your account executive or support@casepal.co with details about your DMS and use case.
Read more: Integrations guide - Section 1 What is Integrations?