Trellis Document Chat
On-Doc Chat allows you to ask questions directly about any legal document in Trellis. Instead of manually scanning, you can type natural language questions (e.g., parties, rulings, deadlines, or summaries) and receive instant answers with references to the document.
1. Enter your search terms into the Smart Search search bar at the top of the Trellis homepage (such as your legal issue, motion type, judge, opposing counsel, etc.).
2. Select one or more states you want to search in (CA, NY, TX, etc.) using the dropdown menu to the right of the search bar. When you have a particular state selected, you are searching across the state trial courts of that state.
3. Click on the Dockets tab to review the results of your search, and click on any Docket that interests you.
4. On the Docket page, you’ll see docket entries on the lower half of the page. If you see “View Document” buttons, clicking them will display the document to you immediately, free of charge.
5. Examples of what you can ask “ Can you summarize each cause of action in this document? “