Data Matrix

You can generate a Data Matrix for a specific document or a set of documents within your matter using AI matter intelligence.

How to generate your Data Matrix

1. Open your matter and click the AI Dashboard tab in the top navigation menu
2. On the Dashboard, select Data Matrix from the Discovery & Analysis section

3. Under Your Prompt/Question, enter your prompt or question (eg Prepare a summary of the key points from the selected documents), and click Add
4. Add another prompt or question 
   Note: You can only add up to 10 questions in your data matrix 

5. Under Document Selection, select the folders and individual documents you want to include
   
   Note: You can tick folders on the left to select all documents within them, or select individual documents on the right.
   
6. Click Run extraction 

Once the documents have been processed, the response will be displayed and saved in the Recent Sessions section on the left hand side.

Note: If the documents are being processed for the first time, the system will take slightly longer to produce a response.

Review your results

Documents are listed in separate rows, and questions are numbered and displayed in columns.

You can review the citation to cross-reference back to the specific documents’ passages and page.

Exporting your results

To export the results for offline use:

1. Click Actions in the top right corner
2. Click either Export CSV or Export DOCX as your export format