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Using Facts

Facts

Updated over 3 weeks ago

What This Article Helps You Do

Facts is a new feature that helps you create and manage relevant facts for your legal matter. CORTO AI retrieves all the relevant information that aligns with your facts to help guide the AI to produce more accurate, context-aware responses.

Each Fact Page is tied to a specific legal point or issue and provides a list of supporting facts, generated by AI and editable by you.


What Are Fact Pages?

Fact Pages contain AI-generated Facts that relate directly to a legal argument or issue in your case. These Facts help frame the context for the AI, improving the quality and precision of its responses when:

  • Drafting arguments

  • Summarising documents

  • Answering complex legal questions.

Key Capabilities:

  • Automatically generate Facts from case content.

  • Tie Facts to specific legal points.

  • Edit, delete, or add your own Facts.

  • Guide the AI with more targeted context.


How to use Fact Pages


1. Creating Fact Pages

  • Click the Matters section to view your Matter list

  • Click and open any Matter from your list

  • Click on the Facts menu at the top to open your fact pages.

Open Facts
  • When you open the Facts tab for the first time you’ll be prompted to create your first Fact Page.

Fact Page
  • Enter a Title and Description

    • The Title should reflect the legal point or issue, while the Description can provide additional context or details.

  • Then click "Create a new fact page"

  • Once you have created Fact Pages, you’ll see a list view of all your Fact Pages.

Fact Pages
  • Click "New" to continue creating Fact Pages.

Tip: If your factual issue changes, create a new Fact Page rather than editing an old one.


2. Fact Page Menu Options

  • Each Fact Page in the list has a menu on the right side, providing additional options.

Fact Page Menu Options
  • Selecting an option from the menu will take you to the relevant action:

    • Click ‘Edit Fact Page’ to modify the page

    • ‘Open Fact Page’ to view its contents

    • ‘Open in Chat’ to chat about just this specific fact

    • ‘Remove’ to delete the Fact Page

Menu options for Facts Pages
  • On the "Edit Fact Page" window, there's a History button that shows all changes, such as creation, title and description updates. You can also restore the page to a previous version if needed

Edit Fact Page Changes
  • Click ‘Open in Chat’ to start a new Chat focused specifically on that Fact Page.

Chat about a Fact
  • On the Open Fact Page, you’ll see all the relevant details for each Fact. Refer to the Open Fact Page Details sections for more information

Questions and Answers

3. Fact Page Details (Quick Overview)

Each Fact Page includes:

  • Fact - AI-generated information retrieved from your matter documents.

  • Date - Obtained from your documents (if available).

  • Relevancy Score - AI rating that can be adjusted by you.

  • Labels - Tags to group and filter your Facts.

  • Document Reference - Links back to the source document for you to validate the information.

  • Reasoning - Explanation as to why the Fact matters.

For each Fact you have the ability to:

  • Copy

  • Delete

  • Search

  • Filter Facts by Label, Date, or Document

Note: Fact Pages automatically update with new Facts from uploaded or amended documents, which appear in Fact History for your review.


4. Fact Page Details (Full Overview)

  • On the "Open Fact Page", you’ll see all the relevant details for each Fact. This includes the AI generated Fact itself and the date from your documents if available

Open Fact Page
  • The relevancy score helps CORTO prioritise the Facts that matter most to your case.

  • Click on the "Relevancy Score"

Fact Page Relevancy Score
  • Then you can use the slider to raise or lower the relevancy score.

Adjust Relevancy Score
  • Click on the label icon to add Labels related to that Fact.

Click Labels on the Fact Page
  • Labels help organise and categorise your Facts for easier searching and filtering. See the Label sections for more information

Add Labels to Fact Page
  • Filter your Facts by clicking the Filter icon.

Filter Facts
  • You can filter your Fact Pages by Label

Filter by Label
  • Search and select specific Labels

Select Label Filter
  • Filter by Start Date and/or End Date.

Filter Start Date

Filter End Date
  • Filter your Fact Pages by Document Name

Filter Document Name
  • Search and choose Document Name

Search or Choose Document Name
  • Click the three dots to chat about the reference document or open in OneDrive

Fact Page Reference Document
  • To find out the reasoning that explains why the Fact matters click the collapsible caret icon.

Reasoning
  • For each Fact you can either copy.

Copy Fact
  • Delete

Delete Fact
  • and Search

Search Fact

Select Group By Fact Group

  • You can also Group your Facts accordingly

Select Group By Fact Group
  • Use the "Sort by" for sorting preferences.

Sort By Filter

5. Creating Labels for Facts

There are three ways to create Labels.

  • Click the arrow next to "New" and select "New Label".

  • Create a new Label directly from the Labels tab by clicking the 'New’ button

Click Labels
  • Or add a label to an existing Fact by clicking the “+” next to the relevancy score and choosing New Label.

  • Enter Title and Description for the label.

  • There’s also a toggle for ‘Use AI to apply this label’. Turning this on allows CORTO AI to automatically review your existing Facts and apply this label where relevant.

Label Toggle Button

6. Label Menu Options

  • Once you have created Labels, each Label in the list has a menu on the right side, providing additional options.

Label Menu Options
  • Click ‘Edit Label’ to modify the page and ‘Remove’ to delete the Label

Menu options for Labels

7. Fact Page & Label Shared Filters

  • Now that we’ve shown you how to manage Fact Pages and Labels, let’s review the additional filtering options. Note that both the Fact Pages and Labels tabs share the same set of filters: Search, View, Sorting, and the New button

Filtering Options
  • Use the Search field to quickly find a specific Fact Page or Label.

Search Filter
  • Use the ‘Show Removed’ filter to view removed Fact Pages or Labels. If you accidentally deleted a Fact Page or Label or want to recover one, you can find it here and restore it easily.

View Filter
  • Click "Restore" to recover a previously removed Fact Page or Label

Restore Removed Fact Page
  • Click "Sort by" for sorting preferences

Sort By Filter

8. How Fact Pages Help in Practice

  • Advice - Spot supporting and contradictory Facts easily.

  • Litigation - Build timelines, test case theories, and brief counsel.

  • Affidavits - Quickly pull out relevant Facts with dates and sources.

  • Collaboration - Ensure all team members work from the same verified Facts.


Key Takeaways

  • Fact Pages are your evidence map.

  • Clear titles + clear labels = better results.

  • Integrate Fact Pages into everyday drafting and case prep.

  • Always review AI outputs before relying on them.


FAQs

Q: Does editing the description change Facts?
A: Yes - and it removes labels. Create a new Fact Page instead.

Q: What if new Facts contradict old ones?
A: Both appear. You decide what to keep, label, or delete.

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