Case scope & safety rails
Retrieval defaults to the current case. Related scope must be explicit. Automations (n8n, API) carry `case_id` in every payload.
Scope pills
CaseRelatedCustom
Default queries stay inside the active case. Selecting “Related” requires explicit confirmation and displays which matters will be searched.
Mock query demo
Choose a scope to preview which cases respond.
Case
Searches only evidence and tools for the active matter.
Related
Expands to sibling matters explicitly linked by the user.
Custom
User-provided list of case IDs or tags.
Automation guidance
- All webhooks and n8n flows must include `case_id`—requests without it are rejected.
- Embedding jobs run per case; templates live outside vector indexes by default.
- Cross-case retrieval requires explicit opt-in and audit logging.