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GuideCaseReport

Timeline

The Report tab allows you to draft sections of a final investigation report using AI.

The output of an investigation is report.

Reporting Writing

This tutorial walks you through using AI to write sections of a case report.

Navigate to the Cases page by clicking Cases in the left hand navigation bar. Once on the Cases page, select a case by hovering over the respective case row and clicking Open. If you’re a first time user, a sample case will be provided for you to try out.

Go to the Report Tab

Navigate to the Report tab by clicking Report. Here we have an investigation report for this case.

Tell the AI to Write Something

Add an instruction for the AI.

Use your mouse to highlight what you just wrote. After highlighting, you should see a hover pop up. In the popup, click AI. Below is an example:

AI Report

There should be another popup with a sample report generated. Click Accept. You should now see the newly generated text section!

Report Templates

When you click the AI button on the Reports, the popup modal shows a sidebar on the left side called Report Templates. Here, you can find example instructions to generate different sections of reports, including:

  • Background
  • Conclusion
  • Credibility Assessment
  • Interview Summaries
  • List of Exhibits
  • Scope of Investigation
AI Report Templates

You can use these as an initial starting point and modify them to fit your case needs.

Creating a New Report Template

Anytime you run an AI Report Generation instruction, click the Save button in the AI Report Generation popup modal to save the instruction as a template for future use.

Updating Existing Report Templates

Anytime you modifying an existing Report Template instruction, there will be a * that appears next to that template name indicating it has been modified.

Save AI Report Templates

In order to save the modification, click the ... button next to that template name and click Save.