Highlights

Write the case's issue list, have your AI agent propose passages to highlight, and approve or reject them one at a time or a document at a time.

#The digital highlighter

The attorney asked for the important passages to be yellow-highlighted. In Discovery Engine that happens in two halves:

1. Your AI agent proposes passages: an exact quote, its citation, and a one-line reason that names the issue.
2. You approve them on the Highlights screen.

Nothing is exported until you approve it. The agent can't approve anything, so every yellow mark the attorney sees is one you said yes to.

Open Highlights in the left column. It has three parts: Issues, Proposals and Review.

#Issues: what this case is about

Under Issues, in the box What this case is about, write the issues one per line, in your own words. For example:

When the wire was sent
Who knew about the account
Whether the invoices match the payments

Click Save issues. Your agent reads this list and judges every proposal against it, so a clear list gives sharper highlights. If the case has categories, they're shown beside it (Sorted into …).

Your agent can read the list. It can also replace it, but the prompt tells it to do that only when you ask.

#Proposals: ask your agent

The app's own AI is switched off in this version, so proposing is your agent's job. The Proposals panel says so: Ask your AI agent to propose highlights; they appear here for you to approve. The prompt is on the Start Up screen.

Ask your agent something like:

• "Read the issue list and propose highlights for each issue. Only highlight passages you have read."
• "Propose highlights in the e-mails between Reeves and Vance from March 2019."

The agent searches, reads each passage, and proposes it with the quote word for word. Every quote is checked against the document: a quote that isn't really in the passage is refused, and a quote too short to be unambiguous is too. A proposal that overlaps one already there is joined to it rather than duplicated.

#Review: approve or reject

The Review section lists highlights grouped by document. The buttons at the top filter it, each with a count:

Each document has a header with its ID and title, Show in Finder / Show in Explorer, and, when it has proposals waiting, Approve all N.

Each highlight shows:

• the quote, marked in yellow;
• the reason;
• a citation chip: click it to open the document at that passage and read it in context;
• its category, if it has one;
• where it came from: Proposed by an agent or Added by you;
• Approve and Reject buttons.

#One at a time

Read the quote and the reason. If you're not sure, click the citation chip and read the passage around it. Then Approve or Reject.

#A whole document at once

When you trust the proposals for a document (say, a short e-mail where every proposed line matters), click Approve all N in its header. It approves the proposals shown on screen for that document; anything proposed after the page loaded is left for you.

#Changing your mind

Decisions aren't final. An approved highlight shows Reject; a rejected one shows Approve. Switch either way at any time before you export (and again after, for the next export).

Long lists load in pages; Show N more adds the next batch.

#Good habits

• Read before approving. The reason is the agent's view. The passage is the evidence.
• Reject generously. A highlighted PDF where everything is yellow is as useless as one where nothing is.
• Keep the issue list current. When the case's focus changes, update the issues and ask for a fresh pass.
• Watch the Agent log while the agent proposes, to see it searching and reading.

#Next: export

Once you've approved what matters, go to Exports to produce the highlighted PDFs and the exhibit index. See Exports.