1. Start a New Chat
Select a Matter
Click + New to begin a new conversation.
You can choose:
Chat about this matter - Start a chat focused on a selected legal Matter
Chat about a document - Ask questions about selected document(s) within the Matter
Search and select the document(s) you want to chat about.
Chat about a folder - Ask questions about selected folder(s) within the Matter
Search and select the folder(s) you want to chat about.
💡Tip: Use "Chat about a document" or "Chat about a folder" when you want answers tied only to the document(s) or folder(s) you’ve selected — for example, to compare two documents side by side.
Select a prompt - Choose a predefined prompt to quickly generate legal documents using AI. For more information about Prompts, see Using Prompts in CORTO
2. Chat History
View and manage your past conversations with full access to prior interactions.
You can:
Review previous chats in a chronological list
Continue where you left off — reopen a conversation in progress
Remove outdated chats
3. Suggested Questions
Located just above the prompt bar, Suggested Questions give you quick, ready-made prompts to ask CORTO AI. They’re designed to help you explore your documents faster and discover insights you might not think to ask on your own.
Context-aware - Tailored to your current chat
Matter-specific - Uses the legal documents or facts in your case
Clickable - Instantly adds the suggestion to your prompt bar
💡 Tip: Suggested Questions guide the conversation by giving you ready-to-use prompts, helping you quickly get useful answers without having to think of what to ask next
4. References
References show the documents CORTO AI relied on to generate the response. Each reference is clickable, allowing you to open the source directly.
Transparency - See exactly where the responses came from.
Validate details - Review original document(s) to confirm details.
Efficiency - Jump into the right document instead of searching manually.
💡References connect CORTO AI’s answers back to the original documents so you can easily check the source material.
5. Response Toolbar: Regenerate, Copy, Feedback
The Regenerate button allows you to request a new response to the same question. This is useful when the first answer is not clear, detailed enough, or you'd like to see a different response.
The Copy button allows you to quickly copy the entire AI response to your clipboard. This makes it easy to paste the content into documents, emails, or other tools you use.
The Feedback buttons let you share whether a response was helpful or not. This feedback goes directly to the team to improve AI accuracy, quality, and overall experience. While it doesn’t change the immediate response, it helps the system get better over time.
Continuous improvement - Your input makes AI responses smarter and more reliable.
Direct influence - Highlight what works well and flag what needs fixing.
6. When to Use Feedback
👍 Positive feedback
The response was clear and accurate.
The answer saved you time or effort.
The AI explained something in a way that made sense.
👎 Negative feedback
The response was inaccurate or misleading.
The answer was incomplete or missing key details.
The content wasn’t relevant to your question.
Example Use Cases
Summarize documents - "Summarize this parenting agreement."
Compare documents - "What are the differences between the two Last Will and Testaments?"
Find key information - "What is the termination clause in this lease?"
Troubleshooting
If something doesn't look right, here are some quick steps to try before reaching out for support:
A document isn't showing up in response
Check the Document Status List to confirm that it was successfully ingested.
If needed, Retry Document to reprocess the file.
The response seems incomplete or unclear.
Click Regenerate to view the source document.
Rephrase your query to be more specific.
I'm not sure where the answer comes from
Look at the References to view the source document.
The answer looks inaccurate
Double check the source document via References
Use the Feedback button to let us know so we can improve future responses.