Cecilia Q&A can answer natural language questions to get factual answers about the documents in your Ediscovery database. Cecilia Q&A uses generative AI and DISCO’s proprietary search and natural language processing technologies to help you quickly understand the facts contained within documents and ultimately find relevant evidence faster. Cecilia Q&A includes unlimited access to Cecilia doc summaries and Cecilia Q&A (single-doc).
Cecilia Q&A is available for US and EU-hosted Ediscovery databases.
Use of Cecilia Q&A is subject to the supplementary terms at https://www.csdisco.com/ai-supplementary-terms.
Cecilia Q&A and Role Permissions
- Access to Cecilia Q&A via Custom Roles can be controlled in Feature Permissions. To grant access to the feature, make sure that all of the following are checked on under Review Team > Roles > Feature Permissions > EXPLORE:
- Cecilia AI
- Search & Review > Active Review
- Search & Review > ECA
- Note: A Custom Role must have at least view access to all documents in order to access Cecilia Q&A. If documents are restricted via data spaces or via document set rules, they will not be able to leverage Cecilia Q&A.
- Admin and Reviewer roles will always have Cecilia AI enabled, while Restricted Reviewers do not.
- Note: Reviewer roles will only be able to access Cecilia Q&A if there are no documents in the ECA data space.
Ask Cecilia fact questions about the documents in your database
- Open Cecilia Q&A by clicking this button on the top right corner of your DISCO Ediscovery database, underneath the search bar:
- Ask Cecilia Q&A questions by typing them into this box and pressing Enter or clicking the send “Send” button:
- Cecilia Q&A is best at answering fact questions about the documents in your database. Open-ended investigative questions or specific factual questions are best, such as:
- Where/what/who was [custodian]?
- Why did [event] happen?
- What were key events during [date range]?
- What did [custodian] do?
- Is there evidence of [x]?
- Was [custodian] involved with [event/action/etc.]?
- What is a [legal concept/phrase/term/acronym/etc.]?
- Cecilia Q&A is not designed as a replacement for search or filters, so we do not recommend asking questions like this:
-
Command Lines
- Show me all documents between [dd/mm/yyyy] and [dd/mm/yyyy].
- Show me all documents till [dd/mm/yyyy] date.
- Show me all documents containing “George Washington”
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Aggregations
- How many contracts are in this database?
- How many documents are associated with [custodian]?
- Show me all documents related to accounting fraud. (Better: Did [entity] commit accounting fraud?)
- Show me all tax returns from the year 2017. (Better: Did [entity] file taxes in 2017?)
- Summarize this document
-
Command Lines
Ask Cecilia questions about specific documents
Cecilia Q&A can focus to a subset of documents using the power of search. Use this feature to get insights into documents that match your criteria, such as those tagged Hot, a particular custodian, and much more.
In order to scope to a particular document set:
1. Enter your query into the search bar and submit the search.
2. Click the arrow picker next to Scoped to all documents and select Scoped to search manually.
3. Click Set current search as scope in order to scope Cecilia’s answer to only the documents returned by your search query. Cecilia Q&A will display the number of documents that are set in scope in parentheses.
4. Enter your question into the “Ask Cecilia” text box. Cecilia Q&A will now base her answer only on the documents set in your search scope above.
5. You can easily switch between scoping to all of the documents in your database and your search scope by clicking the arrow below the “Ask Cecilia” text box and selecting your desired scope state.
6. You can also submit to search the scope states associated with your previously asked questions by clicking the button in the top right area of a question.
Note: You cannot manually scope searches that return more than 10,000 documents or that are more than 10,000 documents less than the total number of documents in the corpus. For example, in a database of 500,000 documents, you can hone in on a set of up to 10,000 documents or exclude up to 10,000 documents from Cecilia’s answer, allowing you to thus scope to the remaining 490,000 documents. If your search scope falls outside the above limits, you will not be able to set a manual scope until this search is cleared and a valid scope is set.
Review the cited sources to evaluate Cecilia Q&A's answers
- Cecilia Q&A cites her sources when she answers a question. You can review the documents on which she based her answer to determine its accuracy.
- Cecilia Q&A will cite the sources that she uses 1) inline in her answer and 2) towards the bottom of her answer. The sources used inline in her answer will also be collected towards the bottom of her answer in the "Direct sources" section. Sources that Cecilia doesn't directly use in her answer but still thinks are still relevant will be collected in the "Relevant excerpts" section.
- To add all the Direct sources or Related excerpts cited by Cecilia Q&A to your search bar, click the magnifying glass on the bottom right of the answer.
- To open only the Direct sources or Related excerpts for a particular answer, click the applicable dropdown. When expanded, Direct sources will appear in the order that they are numbered in Cecilia's answer. When expanded, Relevant excerpts will appear ranked in priority order from most to least relevant.
- An excerpt of the text of the document is listed followed by a link to the document (e.g., “From Document ID 95638”). Where multiple documents have the same excerpt, they are listed together as one document (e.g., “Excerpt from 5 documents”).
- Click one or more excerpts to add the cited documents to your search bar.
- Note: If an underlying document text has OCR errors, the excerpts that Cecilia cites will reflect those errors.
- Remember to clear your search from the search bar when once you are done evaluating the sources.
Jump to the relevant excerpt when reviewing cited sources
- After adding some cited sources to your search bar, click Search to perform the search. Cited documents may be in either the Active Review or ECA data space, so make sure both are selected to see all results.
- Cecilia Q&A's excerpt will appear as a highlighted document hit in the document.
- To jump directly to the excerpt, use the Jumper in the top right of the document viewer.
- Note: You can unselect everything except “Search hits”, then click “>” to skip directly to the Cecilia Q&A excerpt.
- Note: You can unselect everything except “Search hits”, then click “>” to skip directly to the Cecilia Q&A excerpt.
Export or clear chat data from Cecilia Q&A
- To download chat data from Cecilia Q&A, click the “...” to the right of Cecilia’s pane and click “Export chat data”.
- You can export chat data “With excerpts,” which will also include links to cited documents.
- Export chat data “Without excerpts” to download a transcript of just questions and answers without excerpts or document links.
- Cecilia Q&A saves the last 100 questions you have asked along with the answers. Therefore, you can export up to 100 answers to 100 questions.
- To clear chat data from Cecilia Q&A, click the “...” to the right of Cecilia Q&A's pane and choose “Clear chat history”, then confirm that you want to delete.
- Once cleared, the history is permanently removed from the chat interface.
- Once cleared, the history is permanently removed from the chat interface.
Leave feedback to help us improve Cecilia Q&A!
- Clicking the “...” at the bottom of an answer allows you to rate Cecilia’s response. This provides us with valuable feedback to improve Cecilia Q&A.
- You can also leave feedback relative to the feature by clicking the “Leave feedback” text in the bottom right corner.