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How do I use AllSearch?

Create and use databases with Casetext's AllSearch technology

Christy Reaves avatar
Written by Christy Reaves
Updated over a week ago

In this article

Summary

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.

Why should I create a database?

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

  • An internal bank of briefs or contracts with trusted provisions

  • Litigation records

  • eDiscovery materials

  • Transcripts

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

Step-by-step instructions

(1) Go to AllSearch

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

(2) Create or manage a database

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.

Create a new 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."

  • Database type (carried through from prior step)

  • Who has access?

Either:

  • "Only I" can view and upload

  • "All members of [your organization]" can "View and upload" or "View only."

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."

Manage a database

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."

  • "Only I" can view and upload

  • "All members of [your organization]" can "View only" or "View and upload."

  • Invite via email with "View only" or "View and upload" options by adding emails separated by commas and then clicking "Invite."

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.

(3) Search your database

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.

  • Use a plain language search and Parallel Search A.I. will find results that are conceptually-similar and relevant to your search, even when the results do not contain any of your search terms.

  • Use traditional keyword or Boolean searches. For guidance using Boolean, click "Show Boolean Operators."

(4) Review your results

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:

  • Your database is confirmed with a blue highlight in the left sidebar.

  • To search within your results, select "Search within results," type your search, and click "Apply."

  • Run a different search. AllSearch will automatically determine the most relevant search, but you can run a different search. For example, if you use a plain language statement, AllSearch will search the database using Parallel Search A.I. But if you enter a few keywords separated by commas, AllSearch will run a keyword search. Click the search type for information about that search, and then click option to run a different search.

  • To view individual files in a database click "Action" and select "View database files."

Limits

Input limits

Database file type

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

Database file size

500 MB .pdfs

20 MB text files

Database files per upload

100 files

TIP: If you have files that exceed the size limit, CoCounsel will reject the file. Divide the files into batches of 100 files or less before uploading.

Storage available for all databases

100 GB

Output limits

Parallel Search and AllSearch

50 results

CoCounsel

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:

  • Up to 225 documents

  • Unlimited highlighted quotes within a document


Need assistance?

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.

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