Summary

Step-by-step instructions

Limits

Casetext's AllSearch technology enables you to create and maintain databases with advanced, neural net artificial intelligence, or A.I. In the past, A.I. needed lots of manual training before you could use it to understand your large datasets. With AllSearch, you do not manually tag your data to train A.I., because our advanced technology can actually read and understand your information. You search with plain language to find conceptually-relevant results, even results that do not use any of your search terms. You may also use traditional keyword and Boolean searches.

Lawyers and other legal professionals regularly review large sets of data for answers to questions that are relevant to a client's situation, including:

You would create a new database for different research needs, and within AllSearch's limits.

Go to www.casetext.com. From the menu on the left, select "Search." Then click "View My AllSearch Databases."

You will see this screen the first time you log into AllSearch. To create a database, select a database type from the larger grid or click "⊕ Create a new database.”

Once you have created databases, you will see a list of all of your databases. You may create a new database and manage a database.

To create a new database, click “⊕ Create a new database.”

1. Select the type of database.

2. Provide the database name, change the default settings below, and then click "Save."

Either:

3. Then click “Create database.”

4. Add files to your database. Click “Upload your files," or drag and drop files within AllSearch's limits. You may also create an AllSearch database with files in iManage by clicking "Import from iManage."

5. A notice appears to confirm your files are being uploaded and processed.

6. A notice appears to confirm your files have been uploaded and processed. Close the banner by clicking "x." To view the uploaded and processed files, click "View all files" (this will show the files in the new database even if the parenthetical number is "0"). To return to your list of AllSearch databases, go to the top and click "My AllSearch Databases."

To manage a database from your list, use Database name, Organization, # of Files, and Date Added heading filters, use < and > arrows to navigate pages, and then click the database.

1. To set access permissions, select "Manage access..." Then choose from the options below and click "Save."

2. To add files to your database, click “Upload your files," or drag and drop files within AllSearch's limits. You may also create an AllSearch database with files in iManage by clicking "Import from iManage."

3. To manage individual files in your database, click "View all files..."

Then go to the file and select the " ⋮ " menu, and click "Download" or "Delete."

5. To open a file, click it. The file will open within Casetext.

1. To search an AllSearch database, select a database from your list.

2. Then type your search, and press "Enter" or "Return" on your keyboard, or click the blue search bar that appears.

AllSearch will find the most relevant results in your database. Notice that the search was a plain language statement, "I am feeling uneasy about this," but the results do not use any of those words. Instead, the results reference similar and relevant feelings of being "scared," and experiencing "concern" or "worry."

Review your results with the following options:

.doc, .docx, .eml, .htm, .html, .msg, .pdf, .rtf, .txt, or .wpd

500 MB .pdfs

20 MB text files

100 files

100 GB

50 results

CoCounsel’s "Search a Database" memo will include the most relevant results. While there will not always be this many relevant results, these memos can include:

If you need any assistance, get live chat and email support, register for training, watch video tutorials, and access our help center at www.casetext.com/support.