> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/paxton-ai/research-in-the-ai-assistant.md).

# Research in the AI Assistant

Important: To see the full legal research library included with your subscription, visit our coverage page: https\://www\.paxton.ai/coverage

### Research Built Into Every Conversation

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2FQjGqOmhy2dHZCqGt4qa3%2FScreenshot%202026-09-01%20at%2012.42.46%E2%80%AFPM.png?alt=media&amp;token=64a6237e-06bd-46f5-92e8-a2bb4d87cab7" alt="" width="375"><figcaption></figcaption></figure>

Legal research isn't a separate mode you switch on — it's part of every conversation you have with Paxton. Ask an issue-based question and Paxton surfaces relevant case law, statutes, and governing standards from your matter's jurisdiction, with citations you can verify and pull straight into a draft. Research, analysis, and drafting happen in one thread, against the same set of matter files.

***

#### Getting Started

1. **Open your matter**\
   Research is scoped to the matter you're working in, so it draws on the same files and jurisdiction as the rest of your work. See [Conversations with Paxton](https://help.paxton.ai/help/ai-assistant/using-the-ai-assistant) for the basics of starting a chat.
2. **Check the jurisdiction**\
   The jurisdiction appears under the matter name (for example, **Texas**). Every authority Paxton returns is drawn from it. To research a different jurisdiction for one question, just say so in your prompt — *"How would this come out under New York law?"*
3. **Ask your question**\
   Type any issue, rule, or fact pattern in plain language. No search syntax, no boolean operators, no citation format required.
4. **Follow up**\
   Narrow, expand, or apply the results in the same thread. Paxton keeps the research and your matter's facts in context across the whole conversation.

***

#### What a Research Answer Includes

Every research response comes back with:

* **Relevant cases** from your matter's jurisdiction
* **Statutes and legal principles** that govern the issue
* **A concise rule statement** you can quote or adapt
* **An explanation tied to your jurisdiction** — not a generic summary
* **Citations and source links** for verification

***

#### What You Can Do with Research

**📚 Retrieve Case Law and Governing Rules**

Ask for the legal standard, the controlling precedent, or the elements of a claim.\
**Example**:\
*"What is the California rule for establishing liability in a rear-end collision?"*

**⚖️ Summarize Cases and Statutes**

Get concise summaries of holdings, rules, and reasoning.\
**Example**:\
*"Summarize the key cases involving aggravation of pre-existing injuries."*

**📝 Insert Authorities Into Drafts**

Because research and drafting share a thread, you can go from authority to document without re-explaining anything.\
**Example**:\
*"Draft a demand letter and include supporting California cases."*

**📄 Apply Authority to Your Matter Files**

Paxton can test the rule it just found against the record already in the matter.\
**Example**:\
*"Apply that standard to the facts in the deposition transcript and tell me where we're exposed."*

**🔍 Narrow or Expand Research**

Refine with follow-up instructions rather than starting a new search.\
**Examples**:\
*"Narrow this to premises liability cases."*\
*"Show additional authority from the last 10 years."*

**📑 Verify Sources**

Select **Sources** below any response to see the full list of cases and statutes referenced, direct citations, and links to each source. Run authority through the [AI Citator](https://help.paxton.ai/help/legal-research/citations-and-ai-citator) to confirm it's still good law before you rely on it.

***

#### From Research to Work Product

Anything the research produces stays in the matter. Ask Paxton to turn a thread into a memo, a letter, or a summary, and the draft lands in **Recent Drafts** on the Matter Overview, ready to open in [Canvas](https://help.paxton.ai/help/ai-assistant/editing-drafts-with-canvas). The chat itself stays in **Chat History**, so the research trail behind a document is always recoverable.

***

#### Tips for Better Results

* **Ask in plain language.** You don't need perfect phrasing.\
  *"What's the duty of care for a landowner in Texas?"*\
  *"Cases about unsafe conditions inside retail stores."*
* **Let the matter carry the jurisdiction.** Set it once on the matter instead of restating it in every prompt — and name a different one only when you deliberately want to look outside it.
* **Use follow-up questions.** Keep refining until you have the exact angle, timeframe, or case type you need.
* **Ask Paxton to apply the rule to your facts.**\
  *"Apply the rule to a rear-end collision with a sudden stop scenario."*
* **Bring your files into the question.** Research answers get sharper when Paxton can read the record — reference a document by name and ask how the authority applies to it.

***

#### Best Practices

* **Review every citation before relying on it.** Verify authority through **Sources** and the AI Citator.
* **Keep research and drafting in the same thread.** Context continuity is what lets Paxton carry a rule into a document accurately.
* **Use Paxton to explore theories, not just find cases.** Validate an argument, find the counter-authority, or stress-test a position.
* **Turn research into work product.** Ask for a memo, letter, or summary rather than copying results by hand.


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# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

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```
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```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
