Back to all guides
AI ToolsAvailabilityPro

Run an AI Case Analysis

Send a prepared case for AI analysis, monitor its progress, and critically review the returned reasoning.

AI Case Analysis organizes case material and offers possible lines of inquiry. It does not replace practitioner judgment.

Before you start

This feature requires Pro, AI consent, and enough AI credits. Clean up obvious transcription errors and obtain permission before sending personal case material.

Run and review the analysis

  1. Open the intended case analysis.
  2. Confirm that the case material belongs to this consultation.
  3. Open the AI Case Analysis action.
  4. Review the available analysis options.
  5. Choose only sources available to your account.
  6. Read the credit information.
  7. Start the analysis.
  8. Verify every returned claim against the case and cited material.

What you should see

A completed result is attached to the correct analysis and separates observations, reasoning, and suggestions for review.

AI Credits information dialog shown before an AI Analysis begins

If something looks wrong

  • If the action is unavailable, check Pro, consent, credits, and source entitlements.
  • If processing stops, keep the case open and use the offered retry action once.
  • If the output contradicts the case, disregard it and continue with manual analysis; do not edit the case to fit the output.