Review case facts before they are saved
0:59Case Intelligence ties each finding to its source line. Scanned records are read in place. Nothing is saved to the case record until you approve it.
Case Intelligence lists findings with the source beside each one. You open a finding to see the exact line, including on a scan. You approve what is right. Nothing enters the case record until you do, and anything you uncheck is left out.
- Who it is for
- Legal, healthcare, and compliance teams reviewing extracted facts
- What you need first
- A case with records already uploaded.
- Applies to
- Legal, healthcare & compliance
What the walkthrough shows
Every fact, tied to its source.
Open a finding to see the exact line it came from.
Put the source right beside it.
Approve what is right. Nothing enters the case record until you do.
Scanned records work too. Logos reads them and highlights the line.
Uncheck anything you do not want. Only what you approve is saved.
The case record fills in, with every source attached.
Full transcript
Every fact, tied to its source. Open a finding to see the exact line it came from. Put the source right beside it. Approve what is right. Nothing enters the case record until you do. Scanned records work too. Logos reads them and highlights the line. Uncheck anything you do not want. Only what you approve is saved. The case record fills in, with every source attached.
Questions
Are Case Intelligence findings saved automatically?
No. Nothing enters the case record until you approve it. Uncheck anything you do not want. Only what you approve is saved.
Can I see the source of a finding?
Yes. Open a finding to see the exact line it came from, with the source beside it. Scanned records are read and the line is highlighted.
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