Pilot
Location: Browse/Search
General: Pilot is an AI Q&A tool powered by Claude that allows users to query the documents in their case. Pilot can provide tailored insights into case data, and excels as an investigative tool when queried with fact oriented questions. Ask Pilot a question and it will return its answer using only the most relevant case data. Pilot will cite its sources by including links to the documents from which it based its response.
Insights
Pilot can be enabled for a case of any size.
It takes Pilot a similar amount of time to run across both small and large cases (i.e. a larger case doesn't equal a significant increase in response time).
It will not hallucinate. Grounding language is automatically included to ensure that responses are based on only the text submitted to the AI.
Pilot is language agnostic (i.e. it can handle foreign language documents and prompts).
It can handle any foreign language data in the case, even if it hasn't been translated.
If a prompt is written in a language other than English, the response will be returned in that same language.
Pilot is available on a per case/matter basis. Please contact your eDiscovery Solutions Director to learn more about enabling Pilot for your case.
Accessing Pilot
To use Pilot, click on the star icon when no documents are selected (hover over the star icon and "Pilot" will display in text).
**Note, If documents are selected, clicking on the star icon will result in using CoPilot (hover over the star icon and "CoPilot" will display in text).
Ask Pilot a Question
To ask a question (i.e. submit a prompt), click on the star icon to open the Pilot window, enter the prompt text into the box, and hit Enter. Pilot will generate its response in the window, and the documents from which it sourced its answers will be linked at the end of the response. Click on a document link to open and view the document in the Document Viewer.
Important. Pilot is intended to answer fact based questions, and will do so using only the most relevant data in the case. As such, Pilot is not designed to handle aggregation style prompts (e.g. "Provide a deduplicated list of every email address in the case" or "Identify all documents related to XYZ"), and attempting to use Pilot in this manner will result in incomplete responses.
Share, Pin, and Delete Prompts
Like most other features in Lexbe, users can Share, Pin, or Delete their prompts. These functions are available by clicking the gear icon in the Pilot window. To Share, Pin, or Delete a prompt, click the gear icon, then find the desired prompt under Recent, click the vertical ellipses next to that prompt and select Share, Pin, or Delete.
Share. Sharing a prompt will allow other users in the case to utilize the prompt. The prompt can only be unshared by the user who created it.
Pin. Pinning a prompt is saving a prompt for your own future use. No one else will be able to see or use the pinned prompt.
Delete. Deleting a prompt will permanently remove the prompt from the case, and it will no longer be available regardless of whether it's recent, pinned, or shared.
Pilot Example Use Cases
Issue and Key Document Identification. Identify topic specific issues and key supporting documents to promote an early strategic understanding of the case.
Example Prompt: What are the issues surrounding the development of a spaceport in Florida? Place the identified issues into a bullet point list.
Fact Extraction by Issue. Identify and extract critical facts across the case related to a key issue.
Example Prompt: What type of funding is needed, or in place, to develop a spaceport in Florida? Place the response in bullet point format.
Deposition Prep. Generate lines of questioning and Identify key supporting documents as potential exhibits.
Example Prompt: Generate a line of questioning for use during the deposition of a plaintiff to establish the patient's medical history with regard to pain management. Place the generated questions in a numbered list, with one question per line.
General Investigation. Generate insights into specific actions and their outcomes, key players, and available evidence.
Example Prompt: Was Botox used in any of the provided medical treatments?
