What's New
We've introduced Knowledge Base, which gives users a centralized place to upload and organize firm-level documents such as statutes, regulations, and internal practice standards. These documents can then be referenced by the AI assistant during case analysis, providing answers grounded in your firm's own knowledge.
The Problem it Solves
Previously, checking a case against applicable regulations, statutes of limitations, or firm-established practices required manually searching through external legal resources or relying on institutional memory. This made it difficult to quickly validate case viability against the right legal standards, often resulting in time-consuming research, inconsistent application of rules across the firm, and the risk of overlooking critical regulatory requirements.
How to Get Started
To start using Knowledge Base:
Go to Settings and find Knowledge Base
Create folders to organize your documents (e.g., by file type, jurisdiction, or type of regulation)
Upload your files — PDFs and Word documents are supported
How it Works
Knowledge Base works by:
Centralized document management — Create as many folders as you need and upload PDFs or Word documents. Organize them by file type, regulation type, jurisdiction, or any structure that fits your firm's needs.
AI-powered case analysis — When analyzing a case, open the chat assistant and select your Knowledge Base. Choose the specific folder or documents you want the AI to reference, then ask your question.
Cited, traceable answers — The AI assistant pulls from the knowledge base documents you've selected and cites its sources. You can click through to see the exact details in the original file, making it easy to verify the AI's response.
Case validation — Use the Knowledge Base to check case viability against statutes of limitations, regulatory requirements, or firm-established norms — with answers backed by your own documents.
Why it Matters
With Knowledge Base, teams can:
Centralize firm knowledge by storing regulations, statutes, and internal guidelines in one organized, accessible location rather than scattered across individual files or external sources.
Get instant, regulation-backed case analysis by letting the AI assistant check cases against your uploaded legal standards — no more manual cross-referencing.
Trust the answers with full source citations that link back to the exact passage in the original document, so every determination is verifiable.
General Recommendations
1. Organize by use case, not just file type
Structure your folders around how you'll actually query the documents during case analysis. For example:
Statutes of Limitations (by state or case type)
Regulatory Requirements (e.g., medical device regulations, HIPAA standards)
Firm Practice Standards (intake criteria, case valuation thresholds)
This matters because when you chat with the AI, you select specific folders to reference. If everything is dumped into a single "Legal Documents" folder, the AI has to search through irrelevant material, which can dilute answer quality.
2.What documents to use
Regulatory Requirements (e.g., medical device regulations, HIPAA standards, state regulations)
Firm Practice Standards (intake criteria, case valuation thresholds)
Sample documents (complaints, court arguments
For large documents exceeding 500 pages it is better to split them up into smaller portions for dedicated topics.
3. Upload Clean, Text-Searchable Documents
The AI performs best when it can actually read the content. Before uploading:
Ensure PDFs are text-based (not scanned images without OCR)
Remove password protection from files
Prefer well-formatted documents with clear headings and sections
Avoid uploading documents with heavy annotations, handwritten notes, or poor scan quality—these will limit the AI's ability to extract and cite accurate information.
4. Be Specific When Querying
When using Knowledge Base in chat, narrow your scope:
Select only the relevant folder(s) for your question rather than the entire Knowledge Base
Ask targeted questions like "What is the statute of limitations for medical malpractice in Ohio?" rather than broad ones like "Tell me about this case"
Verify citations by clicking through to the source—this builds trust in the answers and helps you catch any misinterpretations
Who it's For
The file management is available to firm admin users. Anyone in the firm can leverage the uploaded documents as their knowledge base.
Availability & Rollout
Status: GA
Rollout: Immediate
Notes: Same file size limitations apply as for case files. Both PDFs and Word documents are accepted. Chat answers improve if files are well organized into folders.
What's Coming Next
We're continuing to improve Knowledge Base, with upcoming enhancements focused on application of Knowledge Base in drafting of documents.
Feedback & Support
If you have questions or want help using the new feature, please reach out to your Customer Success Manager or support@supio.com.