Transcript Summary

You can create a summary of a transcript using Generative AI to quickly find relevant information for your case. Once a Transcript Summary has been created, it can be viewed on the Native Viewer or if you have aiR for Case Strategy installed, you can also view a more detailed summary on the Case Home tab.

Transcript Summaries can only be created for transcript files that are imported using transcript MDB data via Import/Export. To learn more, see Importing transcript MDB data for Processing via Import/Export.

Before you begin

• While the aiR for Case Strategy application installation is not required, we recommend installing it because it is designed to work with Transcripts and having both applications is the only way to experience the full capabilities of Transcripts.
• Import/Export utilizes Processing to capture transcript metadata, create a transcript document, link the attached audio/video files, and publish the transcript family to the workspace. The Viewer utilizes the Family Group field in order to properly display the transcript alongside the audio/video content. Please ensure that the Family Group field is mapped to your workspace before Publish commences. To learn more, see Mapping Processing Fields.

Creating a Transcript Summary

You can create a Transcript Summary from the Case Home tab. This method of summary creation is compatible with the most transcript file formats. Alternatively, you can also create a Transcript Summary from the Native Viewer.

To create a summary of a transcript document from the Case Home tab:

1. Navigate to the Case Home tab.
2. On the aiR for Case Strategy panel, click Create a Transcript Summary.
   
   
3. Click on the Transcript Document field and select the desired document from the drop-down menu.
4. Complete the remaining prompt criteria to determine how the summary is generated. The Matter Overview and Summarization Goal fields are required. In most cases, the more prompt criteria you can complete, the better the results are. To learn more about the prompt criteria, see Transcript Summary prompt criteria.
5. Click Generate Summary.
   The Transcript Summary job begins. Once the job is complete, an email is sent to the user that started Transcript Summary job.
   You can monitor the progress of a Transcript Summary job by opening the document that is being summarized in the Native Viewer and expanding the Transcripts Summary Panel.

To create a summary of a transcript document from the Native Viewer:

1. Navigate to the Documents tab.
2. Select a transcripts document from the list.
   The transcripts document opens in the Native Viewer.
3. Click on the Transcripts Summary icon to expand the panel.

4. Complete the prompt criteria to determine how the summary is generated. The Matter Overview and Summarization Goal fields are required. In most cases, the more prompt criteria you can complete, the better the results are. To learn more about the prompt criteria, see Transcript Summary prompt criteria.
   
5. Click Generate Summary.
   The Transcript Summary job begins. Once the job is complete, an email is sent to the user that started Transcript Summary job.
   You can monitor the progress of a Transcript Summary job by opening the document that is being summarized in the Native Viewer and expanding the Transcripts Summary Panel.

Viewing a Transcript Summary

There are two ways to view a Transcript Summary. You can view a Transcript Summary from the Native Viewer to conveniently review the summary or if you have aiR for Case Strategy installed, you can view it from the Case Home tab and if desired, edit the summary.

To view a Transcript Summary from the Native Viewer:

1. Navigate to the Documents tab.
2. Select a transcript from the list that has a summary created.
3. Click on the Transcripts Summary icon to expand the panel.

Citation navigation

Once you have opened an MDB transcript document in the Native Viewer, you can click on a citation hyperlink to navigate to the relevant text in the Transcript Text panel. You can also access citation hyperlinks on the Case Home tab and clicking on a link from there opens the transcript document in the Document Preview panel.

Citation navigation from the Viewer

If you open an MDB transcript document in the Native Viewer and expand the Transcript Summary panel, citations display in many of the Transcript Summary sections. Click on a hyperlinked citation to navigate in the Transcript Text panel to the location that generated this part of the Transcript Summary. The relevant transcript text is also highlighted to make it easy to reference.

Citation navigation from the Case Home tab

On the Case Home tab, if you open a Transcript Summary in the Case Documents section, hyperlinked citations display in the document. Click on a citation hyperlink to open the document in the Document Preview panel with the relevant text highlighted.

Downloading a Transcript Summary

You can download a .docx version of a Transcript Summary to your workstation from the text editor. The downloaded document is text-based and includes hyperlinks. If you click on a link, you are prompted to login to Relativity and then the Viewer opens with the linked document highlighting the text referenced by the citation.

To download a Transcript Summary:

1. Navigate to the Case Home tab and select the Transcript Summary you wish to download in the Case Documents widget.
2. Click on the Download Word Document icon in the text editor toolbar.
   A copy of the Transcript Summary is downloaded to your workstation.

Editing a Transcript Summary

Editing a document's Transcript Summary only affects the summary that displays on the Case Home tab and not the summary that displays in the Native Viewer for that document.

To view and edit a Transcript Summary from the Case Home tab:

1. Navigate to the Case Home tab.
2. Optionally, click on the Case Documents widget to expand it.
3. Click on Transcript Summaries to display the list of transcript summaries.
4. Select the desired summary from the list.
5. Optionally, edit the Transcript Summary as desired with the text editor.
6. Either click Save or enable Autosave to save any edits you made.
   If you have unsaved changes and try to navigate away from the Transcript Summary, a pop up displays. Click OK to discard any unsaved edits and navigate away from the current document or click Cancel to stay on the current Transcript Summary so that you can save your edits.

Clearing a Transcript Summary

You can remove a Transcript Summary from a document so that you can create a new one. If you clear a Transcript Summary, it will no longer display in the Viewer for that document but it can still be accessed on the Case Home tab.

To clear a summary of a transcript document:

1. Navigate to the Documents tab.
2. Select the transcript document from the list where you wish to clear a Transcript Summary.
   The document opens in the Native Viewer.
3. Click on the Transcripts Summary icon to expand the panel.
4. Click Clear Summary.
   The Clear Summary modal displays.
5. Click Clear.
   The Transcript Summary is cleared and you can now create a new one for this document.

Transcript Summary prompt criteria

The prompt criteria in transcript summaries give the large language model (LLM) the broad context surrounding a matter. This includes an overview of the matter, people and entities involved, detail on the legal issues that facts must relate to, and any jargon or terms that might help in understanding the deposition.

The Matter Overview and Summarization Goal fields are required to create a transcript summary.

Most fields display information which can guide the voice and tone of what you write. Further description of the fields for transcript summaries are provided below.

• Transcript Document—This option is only available if you are creating a Transcript Summary from the Case Home tab. Click on the drop-down menu and select a transcript file from the list to summarize. You can select either MDB transcript files or file formats such as .txt, .ptf, .lef, .xmptf, .rtf, .trn and .xmef from this drop-down menu.
• Matter Overview—Enter a concise overview of the case. Include the names of the parties involved, the nature of the dispute, and other important case characteristics.
• Summarization Goal—Outline your side of the argument and what you are trying to achieve in the case. This helps the generative AI determine what information is useful to your case.
• Issues—Enter a list of issues in your case and their descriptions.
• People and Aliases—Enter the names and aliases of key individuals in the case. Include their role and any other affiliations.
• Deposition Intent—Enter why this deposition is being carried out and why the person being deposed is relevant to the case. Additionally, provide information on whether the person is a key witness, providing expert testimony, or providing factual background for the case.
• Witness Credibility—Enter how credible the witness is and include information such as their employment history, criminal record, or any conflicts of interest.
• Additional Context—Enter any additional information that does not fit the other fields. This section is typically left blank.