Findings

Findings are a matter's working notebook — the place to capture notes, theories, legal issues, contradictions, and other analysis, each optionally linked to the evidence that supports it. Findings are how the team records what it has concluded from the documents, separate from the documents themselves.

A chat‑first notebook

Findings are created conversationally. As you work with Emma in the matter, she can propose a finding mid‑conversation — surfaced as an inline card. You accept, edit, or dismiss it. Accepted findings collect in a side rail where you can edit, pin, or delete them.

This keeps analysis flowing from the investigation itself: when Emma identifies a contradiction or a key fact while answering a question, capturing it is one click.

Anatomy of a finding

A finding typically has:

• A title and content (the note, theory, or observation).
• A type — for example a note, theory, legal issue, contradiction, credibility observation, research note, to‑do, timeline event, or recommendation.
• Optional linked evidence — the documents that support it, so the finding is traceable back to the record.
• Optional categories and a pinned flag to keep important findings at the top.

Why link evidence

Because findings can link to the documents that support them, a matter's findings become a navigable map of "what we believe and why." Linked evidence is clickable, taking you straight to the supporting document, and keeps conclusions defensible.

Findings and search

Findings created with linked evidence are part of the matter's analysis. (Note that free‑text notes you write directly, without attaching evidence, are browsable in the Findings tab but aren't part of the document search index — the evidence they link to is.)

Tips

• Let Emma do the capturing: ask her to note a contradiction or a theory as you uncover it, and accept the proposed finding.
• Pin the findings that frame the matter (key theory, dispositive issue) so the team sees them first.
• Use linked evidence liberally — a finding without support is just an opinion; a finding with citations is work product.