In this article, you’ll learn how to:
Open the AI Assistant from anywhere in Supio
Control which case files the AI draws from
Choose between Normal and Deep Thinking modes
Upload documents into a chat on the fly
Use prompts from the Prompt Library (with ready-to-copy examples)
Verify answers with line-by-line citations
Accessing the AI Assistant
You can open the AI Assistant two ways:
From the Overview page using the AI Assistant card
From the slide-out panel on the right side of any tab — look for the chat icon in the top-right corner
The experience is the same wherever you open it, so you always have the same tools at hand.
Chat History and the Prompt Library
Both the Overview card and the slide-out panel include the same set of tools.
Prompt Library
The Prompt Library gives you quick access to:
Prompts you’ve saved
Prompts Supio has prepared for you
Use the Prompt Library to jump-start case strategy work or generate ideas without rewriting your favorite prompts from scratch.
Chat History
Click the chat history icon to revisit past conversations, so you can pick up prior analysis or reference an earlier answer.
Source Selection & Context Control
Source selection controls which case files the AI Assistant draws from when it responds. You’ll find the source selector at the top of the chat panel, just above the message box.
Default Behavior
For cases under 500 pages, all sources are selected automatically.
For larger cases, we recommend narrowing the context. A smaller, focused set of sources produces faster and more accurate answers.
Ways to Narrow Your Sources
Filter | What it does |
Folders | Mirrors the Files tab structure so you can select files by folder — for example, a single provider’s records. |
Document Type | Filter by category such as Medical Records, Financial and Bills, or Police Reports. |
Verified Timeline | Chat directly against your verified timeline entries. |
Timeline Filters | Narrow the timeline by injury type, event type, facility, or rider. |
Tip: Match your sources to your question. Asking about a specific injury? Select that provider’s records only. Asking about overall damages? Include all medical and financial documents. Narrower context means faster, more accurate answers.
Chat Modes
The AI Assistant offers two chat modes. Pick the one that matches the question you’re asking.
Normal Mode
Normal Mode is the default and is best for:
Quick questions
Fact lookups
Simple analysis
Deep Thinking Mode
Deep Thinking is built for complex, multi-step reasoning. Think of it as the “think harder” option. Use it for:
Complex analytical prompts (e.g., analyzing all injuries in a case)
Comparative reasoning across many documents
Nurse paralegal–style medical review
Tasks that would normally require extended expert review
Toggle Deep Thinking on before sending your message. Responses may take several minutes but will be more thorough and structured.
Normal Chat | Deep Thinking |
Fast responses | Longer processing time (several minutes) |
Lightweight reasoning | Multi-step expert reasoning |
Best for most day-to-day questions | Best for expert-level legal or medical analysis |
Uploading a Document to Chat
Need to reference something that isn’t part of the case file? Click the paperclip icon in the chat box to upload a document on the fly and ask the AI Assistant about it in context.
When you upload, choose one of two options
Add the file to the case — saves the document to the case file for future reference.
Use only for this chat — keeps the document out of the case file. It’s used only as context for the current conversation.
Common Use Cases
Recent medical articles
Relevant case law
Drafts or reference documents you don’t want stored in the case file
Citations and Source Highlighting
Every response in the AI Assistant includes line-by-line citations, so you can see exactly where each answer comes from. This makes it quick to validate an answer before relying on it.
Click a citation to jump directly to the source page
The exact cited text is highlighted on the page
The citations will appear next to line items, as well as in a dropdown list at the bottom of the AI Assistant reply.
Example Prompts to Try
Copy any of the prompts below and paste them directly into the AI Assistant to see how it handles common case work.
Gap & Treatment Analysis
“Identify any gaps in medical treatment exceeding 30 days and flag any injuries that appear undertreated or undiagnosed based on the documented symptoms.”
Causation Support
“What medical evidence supports a causal connection between the incident and the client’s injuries? Cite the specific records and page numbers.”
Case Strengths & Weaknesses
“Based on all case documents, what are the strongest arguments in favor of my client, and what are the potential weaknesses the defense might exploit?”
Liability Assessment
“Summarize the evidence supporting the defendant’s liability. What facts are still missing that would strengthen this argument?”
Missing Records Audit
“Review the case file and identify any medical bills, records, or reports that appear to be referenced but are missing from the file.”
Deposition Prep
“Generate a list of deposition questions I should ask the defendant, focusing on establishing liability and notice.”
Getting Started: A 4-Step Walkthrough
New to the AI Assistant? Try this quick walkthrough to get comfortable with the key features.
Open the AI Assistant from the slide-out panel on any case tab (chat icon, top right).
Try one of the example prompts above, then review the response. Click any citation to jump directly to the source page.
Try Deep Thinking mode on a complex medical or legal analysis question. Toggle it on before sending — expect a few minutes for a thorough response.
Upload a document using the paperclip icon and chat about it. Choose “Use only for this chat” to keep it out of the case file.
Feedback & Support
We’re continuing to improve the AI Assistant with future iterations. If you have questions or want help getting started with the AI Assistant, please reach out to your Customer Success Manager or contact us at support@supio.com.