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Tools & Actions

Second Seat can take actions on your behalf — creating cases, searching documents, looking up statutes, running deep research, and more — all from the same chat interface.

Just ask for what you need. Second Seat decides which tools to use based on your request.

Available Actions​

Case Management​

  • Search cases — "What cases do I have?"
  • Create cases — "Create a case called People v. Smith with docket number 2024-CR-1234"
  • Update cases — "Change the status of People v. Smith to active"
  • Delete cases — "Delete the test case I just created"

Document Management​

  • Search documents — "What documents are in the Smith case?"
  • Search document content — "Find mentions of witness testimony across my uploaded documents"
  • Assign documents to cases — "Move the arrest report to the Smith case"

Conversation Management​

  • Link conversations to cases — "Link this conversation to the Smith case"
  • Rename conversations — "Rename this conversation to 'Suppression Research'"
  • Unlink from cases — "Remove this conversation from the Smith case"
  • Search case law — "Find cases on pretextual traffic stops in NY"
  • Look up statutes — "Look up PEN § 187" or "What does CPL 30.30 say?"
  • Deep research — "Give me a comprehensive analysis of Romero motions in California"

Compound Tasks​

You can ask Second Seat to do multiple things in a single message:

  • "Create a case called People v. Jones and link this conversation to it"
  • "Find all my documents related to DWI and tell me which cases they're in"
  • "Search for the Smith case and show me what documents are attached"

How It Works​

When you send a request that requires action:

  1. Second Seat decides which tools to use
  2. A status indicator shows what's happening (e.g., "Searching cases...")
  3. Result cards appear inline showing what was found or created
  4. Second Seat summarizes the results in a natural response

For deep research requests, you'll see a research progress panel with search strategies, found cases, and the research memo as it's written.

Confirmations​

Only deleting a case requires your approval. A confirmation card appears with the details — click Approve to proceed or Reject to cancel.

All other actions (creating, searching, updating, linking, research) execute automatically.

Tips​

  • Be specific — "Create a case called People v. Smith with case number 2024-1234" works better than "make a new case"
  • Review result cards — they show exactly what was found or created
  • Link to cases — conversations linked to a case give Second Seat full context and build persistent knowledge over time
  • Ask naturally — you don't need special syntax. "What's the status of the Johnson case?" just works.