To access CoCounsel, you will need a CoCounsel subscription. Information on obtaining a CoCounsel subscription is found here.
Once you have purchased CoCounsel, you can access and navigate the platform by following the instructions provided below.
Sign into your Casetext account and click on the "CoCounsel" tab that appears on the left side of the homepage:
Chat with the AI
You will then be taken to CoCounsel, where you can immediately begin chatting with the AI. You can type in any task into the chat bar, as shown below:
If there is a specific application or "skill" that pertains to your query, CoCounsel will recommend that skill in the chat window:
Access the Skills Menu
You can launch a skill by clicking on the button pertaining to that Skill. CoCounsel will display the skills you used most recently in the chat bar. You can see a full list of skills by clicking on the link for "More Skills," as shown below:
Launch a skill
From the skills menu, click on the button displaying the name of the skill that you want to use. You will then see a dialog box, containing instructions for launching that skill. You will need to upload a document, select a database, or enter text for the AI to analyze. Then, press the blue button at the bottom of the dialog box to launch the skill.
The example below shows the dialog box for the "Legal Research Memo" skill. For that skill, you need to enter a sentence or two describing your research issue, and then click the "Prepare research memo" button at the bottom of the window:
After you launch a skill, you can track CoCounsel’s progress on your query with the progress bar, which appears in the chat window. You can watch CoCounsel’s progress and see how close it is to getting your answer, shown in percentage increments. Depending on the skill, the progress bar will also show the estimated wait time to expect results.
In addition to the progress bar, you can also see results “stream” in real time. This feature allows you to see CoCounsel’s results as they come in, instead of having to wait for the entire report to populate at once. Below is an example for the “Summarize” skill, where CoCounsel’s streamed results are produced on the spot in the green box: