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Matter Summary

  • 04/08/2026
  • Knowledge

How To
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 The Matter Summary app allows you to instantly create clear, detailed summaries of your matters directly within LEAP. You can choose from different AI models, regenerate summaries for better results as needed. Matter summaries include inline references that show exactly which documents or details from the matter the information came from, making it easy to trace and verify key points.          

How to Access

 

To access the Matter Summary app:

  • Desktop
  • Web

  1. Open a matter.

  2. Click the Matter Summary tab.

    The Matter Summary will open in a new window.

First-Time Access & Setup Process

 

If you are using the Matter Summary app for the very first time and your firm has yet to accept Corto's Terms & Conditions and Privacy Policy, you will need to accept these before proceeding. The Terms & Conditions can be viewed through Matter AI.

When opening the Matter Summary window for the first time, you'll receive the following message:

  1. Close the Matter Summary window

  2. Go to the Details and Correspondence tab

  3. Right click on any document and select Matter AI > New Document Chat

    The Matter AI window will open and will display the following message:

  4. Select whether you've read and agree to the 'terms and conditions'

  5. Click Get Started

 
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You may have to close your matter and refresh your matter list before trying to access the Matter Summary again and then accept Corto's terms before you get started. 

  1. Open a matter.

  2. Select Matter Summary.

    The Matter Summary window will open.

     
    Click to edit heading

    If the Matter Summary tab isn't showing on your LEAP Toolbar, hover over More and select Matter Summary from the drop down list.

Document Processing

 

When you generate a matter summary for the first time within a matter, the Matter Summary app will begin document processing automatically. If document processing is in progress, the current stage and the number of documents being processed will be displayed.

You can also hover over the icon to view the document processing status.

 
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For best results, it is recommended to wait until document processing has fully completed before generating a matter summary. Once document processing is completed, the Matter Summary app will automatically start generating a matter summary for the matter.

Generate a New Summary

 

Once you click on the Matter Summary tab, the matter summary will begin to generate within the window. 

You can copy the matter summary by clicking the Copy icon, or regenerate it as needed by clicking Refresh.

If a matter summary has been previously generated for the matter, you can click the drop-down arrow next to Refresh to create another summary using another model. For more information, see Generate a New Summary with a Different Model below.

Viewing Document References

 

Within a generated matter summary, certain paragraphs or sections may be derived from specific documents saved to the matter. These are indicated by numbered inline references that include the document type, as well as a corresponding reference list at the end of the summary.

Hover over a reference icon to view the inline citation, or click a reference to jump to its corresponding entry in the References.

Under References, you can view all documents cited in the summary, along with their numbered identifiers, titles, and document types. Click a reference to open a preview of the associated document.

Generate a New Summary with a Different Model

 

You can generate a new matter summary using a different model by clicking the drop-down arrow next to Refresh and selecting an alternative model.

You can choose from the following models:

  • GPT Instant: This model is fast and efficient for everyday questions and quick lookups.
  • GPT Thinking: This model reasons carefully through complex, multi-step problems where precision matters.
  • Claude Sonnet: This model balances speed and quality across drafting, document review, and everyday legal tasks.
  • Claude Opus: Most capable option for high-stakes work, nuanced legal reasoning, and lengthy documents.

When you select a new model, a new matter summary will be generated. All subsequent responses will continue to use the selected model until you change it again.

Viewing History

 

You can view previous matter summaries generated via the Matter Summary app under History on the left. You will be able to view matter summaries for the whole firm from here. Sessions will be displayed here by time and date they were created. 

Click on a matter summary to view.

Click the  icon to expand and hide the History section as needed.

Last Modified Date
4/08/2026 3:13 am
Title
Matter Summary
URL Name
Matter-Summary-CA

Resolution
App Marketplace
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Matter Summary