Table of Contents
What is 8am IQ?
The 8am IQ case assistant is a powerful new tool designed to streamline case management and enhance information retrieval, exclusively available on the advanced tier of 8am MyCase.
What Does 8am IQ Do?
The 8am IQ case assistant provides substantial advantages for firms utilizing the advanced tier.
8am IQ will search: text-based documents, notes, messages, calendar events, tasks, and case fields to find answers to your questions.
How Does It Work?
All AI features within 8am are governed by a firm-wide AI setting. If this setting is disabled, no one at the firm will have access to any AI functionalities, including the 8am IQ case assistant. To learn how to enable or disable the 8am IQ tool, click here.
The 8am IQ case assistant operates through a "sparkle button" in the side panel when you are viewing a case. Upon first use, the system initiates an "embedding" process, converting case documents into a specialized database that the Large Language Model (LLM) uses to quickly find and retrieve information.
Click the 8am IQ icon to open the IQ panel within the case.
When the 8am IQ panel opens, select a prompt or type your question regarding the case.
To remove suggested prompts, click the lightbulb icon.
Click the orange arrow to submit your question.
Once IQ responds, you can copy the summary to paste in your notes, for example.
Regenerate chat
Click the thumbs up if a good response provided; click the thumbs down if a bad response provided.
Click the three vertical dots to Save as document.
Click to start New Chat.
Click to view Chat history.
Chat History
You can keep track of your previous IQ chats for record-keeping purposes.
Click on the name of the previous chat you want to view.
Click the three vertical dots to Rename the chat.
Click Rename to type in the new title.
Things to know
Embedding Process: This process is performed on a case-by-case basis. It converts all readable documents within a case into a format the AI can efficiently process. The duration of this process varies depending on the number and size of documents in a case (e.g., a 400-page case may take approximately five minutes). You will receive an in-app notification when the embedding is complete.
Data Updates: If a user updates a document, adds a new document, or removes a document, they must close the sidebar and re-open it to kick off the database update for case assistant. Every time you open the sidebar, 8am IQ does a check to see if anything needs to be updated and then does the updates.
Data Retention: Case data is stored in the vector database for up to 30 days following the last activity on a case. If a case remains inactive for more than 30 days, the data is deleted to manage costs, and the embedding process will restart upon the next interaction.
User-Specific Chat History: Each user has their own individual chat history within the case assistant. Currently, there is no option to delete past chats.
Case Status: The feature functions regardless of whether a case is open or closed.