Jane sources and review
Selecting context, understanding citations, confirming proposed actions, and reviewing long-running work.
On this page
Before you start
- Access to Jane and the source records being used.
- Searchable documents when the request depends on file text.
Typical workflow
- 1
Begin from the relevant case or Jane workspace and confirm the active matter context.
- 2
Select or confirm the documents, activity, structured data, or Library material Jane may use.
- 3
Ask the question with the intended scope and work product in mind.
- 4
Open the response details and follow cited sources back to the underlying record.
- 5
Correct the scope or source set and ask again when the supporting record is incomplete.
Files and Sources
The Jane composer separates files uploaded to the chat from PlaintiffDesk Sources. The source picker can search cases and leads and link an available case document; supported PlaintiffDesk record or file links included in a prompt can add other authorized context. Confirm what is attached and what remains outside the conversation before asking for consequential work.
Link case documents
Sources can search cases and leads, browse an available case document, or recognize supported PlaintiffDesk links and identifiers. Search should include the correct active or archived record when the firm has access to it.
Control retrieval scope
Available controls let the user request pinned-file, selected-case, case-scoped, or broader authorized retrieval. Choose the narrowest appropriate setting, then confirm that the displayed source list and citations match the intended scope.
Fast, Default, and Long work
Fast favors a direct response, Default shows normal planning, and Long allows deeper or background work. The selected mode changes the working approach, not the requirement to use authorized sources and review consequential results.
Review response details
Response details summarize Jane’s user-readable plan, grounding, source access, evidence search, and completion. They help explain the route Jane followed without replacing review of the underlying material.
Open and reuse sources
Answer sources can be opened as their underlying record or file, displayed under Sources, and pinned into a later prompt. Chat Sources tracks when linked, cited, retrieved, or follow-up context first entered the conversation.
Citations and limitations
Citations provide a path back to source material. Missing text, incomplete files, uncertain dates, conflicting records, and unsupported conclusions should remain visible rather than being filled in from assumption.
Confirmation boundaries
Supported field changes, calendar drafts, report saves, document filing, navigation, and similar actions can present a reviewable proposal before an authorized user chooses the available next step. Confirm the displayed action and destination each time.
Background runs and follow-up
Long document workflows can continue in the background when available. Progress, completion, failure, the final result, and later follow-up should remain connected to the originating chat and work context.
Keep in mind
- A fluent answer is not a substitute for reviewing the cited source and the current case record.