153 lines
4.4 KiB
Markdown
153 lines
4.4 KiB
Markdown
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# Legal Services Guide
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## Overview
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The Legal Assistant helps law firms and legal departments manage cases, documents, and legal research. It provides quick access to case information and supports document analysis through AI-powered question answering.
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## Features
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### Case Management
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**Loading a Case:**
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To load and query a legal case, provide the case number. The system will retrieve the associated documents and enable Q&A mode.
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- Say "Load case 12345" or provide the case number when prompted
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- Once loaded, ask any questions about the case
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- Request summaries, key dates, parties involved, or specific details
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**Case Documents:**
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- Case files are stored as PDFs named `case-{number}.pdf`
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- Documents are indexed for semantic search
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- Full-text search across all case materials
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### Document Analysis
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Once a case is loaded, you can:
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- **Get Summaries**: "Summarize this case" or "What is this case about?"
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- **Find Specific Information**: "Who are the defendants?" or "What are the key dates?"
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- **Legal Research**: "What precedents are cited?" or "What is the legal basis?"
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- **Extract Details**: "List all exhibits" or "What evidence was presented?"
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## Case Types Supported
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### Civil Litigation
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- Contract disputes
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- Personal injury
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- Property disputes
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- Employment matters
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- Consumer protection
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### Corporate Law
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- Mergers and acquisitions
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- Corporate governance
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- Shareholder disputes
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- Compliance matters
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### Family Law
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- Divorce proceedings
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- Child custody
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- Adoption
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- Estate planning
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### Criminal Law
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- Defense preparation
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- Evidence review
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- Case analysis
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### Administrative Law
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- Regulatory compliance
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- Government proceedings
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- License and permit matters
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## Working with Legal Documents
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### Document Types
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- Court filings
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- Contracts and agreements
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- Correspondence
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- Evidence documentation
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- Expert reports
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- Discovery materials
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### Document Organization
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Cases are organized with the following structure:
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- Case number as the primary identifier
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- Related documents linked to the case
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- Chronological organization of filings
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- Party-specific document grouping
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## Best Practices
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### Case Research
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1. Load the case before asking questions
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2. Start with a summary to understand the overall matter
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3. Drill down into specific areas of interest
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4. Cross-reference with related cases when needed
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### Document Review
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1. Review key documents first (complaints, answers, orders)
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2. Use specific questions to extract relevant information
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3. Request citations for important claims
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4. Verify critical details against source documents
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### Confidentiality
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- All case information is handled confidentially
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- Access is restricted to authorized users
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- No case details are shared across matters
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- Audit logs track all document access
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## Frequently Asked Questions
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**Q: How do I load a case?**
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A: Provide the case number when prompted, or say "Load case [number]".
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**Q: What if a case is not found?**
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A: Verify the case number is correct. The case document must exist in the system as `case-{number}.pdf`.
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**Q: Can I compare multiple cases?**
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A: Load each case separately and take notes. The system handles one case context at a time.
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**Q: How accurate are the AI responses?**
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A: The AI provides information based on the loaded documents. Always verify critical information against the source documents.
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**Q: Can I search across all cases?**
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A: Contact your administrator for cross-case search capabilities.
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**Q: Are my queries logged?**
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A: Yes, for security and audit purposes, all case access and queries are logged.
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## Legal Research Tips
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### Effective Questions
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- Be specific: "What was the ruling on the motion to dismiss?" vs. "What happened?"
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- Ask for sources: "What evidence supports the plaintiff's claim?"
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- Request timelines: "What is the chronology of events in this case?"
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### Understanding Responses
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- Responses are based on document content
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- AI may indicate when information is unclear or missing
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- Always cite original sources in official work
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## Document Templates
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The system includes templates for common legal documents:
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- Demand letters
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- Motion templates
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- Contract templates
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- Legal memoranda
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- Client correspondence
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Access templates by asking "Show templates" or specifying the document type needed.
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## Support
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For technical issues:
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- Contact your IT administrator
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- Report document loading problems
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- Request access to additional case files
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For legal questions:
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- Consult with supervising attorneys
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- Verify AI responses with primary sources
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- Use professional judgment in all matters
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