Understanding CoCounsel skills
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This article applies to:

  • Product: CoCounsel
  • Subject: AI
  • Audiences: Legal professionals

Skill: Summarize

Learn to use CoCounsel's Summarize skill
Lawyers and legal professionals often need to quickly understand long, complicated material, even before they have specific questions about the content. CoCounsel's Summarize skill reads files word-for-word to provide a summary in three lengths.
note
  • In the newer 2.0 version of CoCounsel, you don't have to select brief, detailed, or comprehensive summary options. Instead, you can just ask for a summary and then use the chat to change the length and/or level of detail.
  • In version 2.0 you can also now ask CoCounsel to focus on a specific topic.
You may access the Summarize skill in various ways.
In this situation, we will begin by uploading files.
  1. Add files to the chat. CoCounsel will add files to the chat and ask how to proceed.
  2. Tell CoCounsel you want a summary and then select send. CoCounsel will confirm its work.
    note
    For example:
     I need a summary.
    1. In the upper right corner of CoCounsel's response, the
      Summarize
       skill is confirmed.
    2. Under
      Select your summary length
      , select
      Brief
      ,
      Detailed
      , or
      Comprehensive
      .
    3. If you no longer need assistance, select
      Cancel
      .
  3. When you are ready to proceed, select
    Submit request
    . CoCounsel will begin its work and show its progress
    1. To receive a notification when the results are ready, select
      Email me when complete
      .
    2. To stop CoCounsel's work, select
      Cancel
      .
  4. When your results are ready, select
    View results
    . The results window will appear.
  5. Review the results.
    1. To read summaries, collapse and expand each file.
    2. To view the original document, select
      View pages
      . The side viewing panel will appear. Use search and navigation options to navigate the viewing panel.
    3. To close the viewing panel, go to the top right and select
      Close panel
      .
  6. To copy the results to paste somewhere else, select
    Copy
    . To download the results as a Word Document, select the ellipsis icon, then select
    Download
    , and then
    Word Document
    . The results will download.

Limitations

Summarize cannot focus on certain information.
tip
If you want CoCounsel to focus on certain information or answer certain questions, use the Review skills.

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