WhisperIt Application: Comprehensive Feature Guide

This document provides a detailed overview of WhisperIt, an AI-powered collaborative workspace designed primarily for legal professionals, but adaptable to various document-heavy workflows. WhisperIt combines AI-assisted chat, case management, document creation and editing, templates, and specialized modes for research and analysis. The application emphasizes security, with all data encrypted and processed privately—no access to user data by default unless explicitly shared via support. The UI is clean and intuitive, featuring a sidebar navigation for sections like Assistant, Cases, Documents, Templates, and Settings. Users can search across sections, and features like dictation, AI enhancement, and tagging promote efficiency.

Below, I describe each major section and feature based on the provided screenshots and explanations. I've organized it logically: starting with core navigation and global features, then diving into specific sections. Upcoming features (e.g., workflows) are noted as such. If anything requires clarification (e.g., exact mechanics of smart dictation or collaboration sharing levels), I've flagged potential questions at the end before finalizing this as a reusable guide.

Global Features and Navigation

• User Interface Overview: The app uses a modern, light-themed design with a top header showing the current section (e.g., "Assistant", "Cases"). A sidebar on the left includes:
  • Assistant: AI chat interface.
  • Cases: Case management dashboard.
  • Documents: Document storage and editor.
  • Templates: Pre-built prompts for structured dictation.
  • Settings: User preferences, including prompt management.
  • Help Center: Access to support, where users can contact the team and optionally share data for assistance. Emphasizes security with a "Secure and Encrypted" badge.
• Collaboration: WhisperIt is collaborative, allowing private, team-shared, or company-provided (WhisperIt-curated) resources like prompts and templates. For example, searches can filter by "Private" or "Team WhisperIt". Documents, cases, and prompts can be shared within teams.
• Search and Filtering: Global search bars in most sections (e.g., for recent assistants, cases, documents). Filters include importance levels (e.g., Critical, Important, Info, Normal, Fact, Procedural in events) and types (e.g., by title, tag, description).
• Tagging and Referencing: In the Assistant chat, users can use the "@" character to tag documents or cases (similar to Cursor IDE), allowing cross-referencing and manipulation of content within conversations.
• Security and Privacy: All interactions are encrypted. Data is not accessible to WhisperIt staff unless shared via the Help Center. A profile icon (e.g., "ROMAIN WhisperIt") indicates the current user.
• Recent Activity: Many sections show "Recent" items, such as recent assistants, documents, or cases, with update timestamps.

Assistant Section

The Assistant is a secure, ChatGPT-like AI chat interface for general queries, legal research, and thinking tasks. It's the core interaction hub, with a prompt input field and options to enhance responses.

• Chat Interface
  • Users enter prompts in a text box, with suggestions like "Here is a prompt and I can tag document using the '@' char" or "What can I help you with?".
  • Supports loading/saving prompts: Private (user-only), Team-shared, or WhisperIt-provided.
  • Icons for modes: Legal Research (scales icon), Thinking Mode (brain icon).
  • Upload options: Tag documents/cases with "@" for reference, or cross-ref data.
• Recent Assistants: A "Discover" section lists recent chat sessions with summaries (e.g., "Proofread and correct grammar...", "Improve the clarity..."). Users can search or start new chats.
• Legal Research Mode: When enabled (via "+ Legal Research"), the AI performs web searches in multiple languages, gathers results from sources like Google, synthesizes information, and quotes sources for verification. Useful for deep dives into legal questions, ensuring responses are fact-checked.
• Thinking Mode: Activated via the brain icon, this allows deeper analysis, handling longer inputs/outputs, translating documents, and comprehending complex content. Ideal for extended reasoning or processing large texts.
• Prompt Management: Load/save prompts from the interface. Upcoming: Blue "case" buttons for workflows (not yet implemented), enabling automated sequences of tasks.
• History and Suggestions: Shows recent chats and suggested starters like "New Chat" (start from scratch) or "Ask a legal question" (run deep research).

Cases Section

Cases provide structured management for legal or project-based matters, with auto-analysis of uploaded files.

• Dashboard
  • Lists user-owned cases (e.g., "Avis de droit Genève", "Case Mr Johnson", "Dunford vs Lina D.", "Elizabeth Holmes Transcript", "Lausanne vs Prilly", "Markus Keller x Helvetica Holdings x Alpina Tech AG", "Martinez v. Weber - Water Damage and Rent Reduction Dispute", "NYC vs Jane Doe", "Service Agreement Templates", ..)
  • Each case shows an update date and status (e.g., "Updated: 21/06/2025").
  • "New Case" button allows creation, supporting up to 1,000 files per case.
  • Search and pagination (e.g., "16 of 16 case limit").
• Case Details View:
  • Summary: Auto-generated overview (e.g., for "Martinez v. Weber": Describes a tenant-landlord dispute over water damage, mold, habitability, and rent reduction in Zurich, referencing Swiss tenancy law like Art. 259 of the Swiss Code of Obligations).
  • Files: Upload and list files (e.g., "expert-report.pdf", "rental-contract.pdf", "email-exchange.docx"). Auto-scans to identify parties, events, and summary.
  • Parties: Auto-extracted list (e.g., Dr. Thomas Müller: Certified building damage expert with contact info; Sarah Martinez: Tenant; Hans Weber: Landlord with address; Mr. Meier: Maintenance person; Independent Expert). Includes attached files and descriptions.
  • Events: Timeline view, filtered by importance (Critical, Important, etc.).
    • Examples:
      • August 21, 2024: Damage Assessment Report Signed (Important) – Signed by Dr. Thomas Müller.
      • August 20, 2024: Inspection (Important) – Site visit by expert.
      • July 15, 2024: Water Damage Reported (Important) – Tenant reported leaking ceiling.
      • July 12, 2024: Initial Damage Report (Important) – Tenant observed mold formation.
      • April 1, 2024: Start of Rental Period (Important).
      • Each event links to files (e.g., expert-report.pdf) and allows editing/deletion.
  • Chat Integration: Side chat for asking questions about the case, manipulating data (e.g., update summaries, query details).
  • Analysis: "Start Analysis" button generates or refines summaries based on files.
• Document Integration: Cases link to documents; files can be viewed inline (e.g., PDF content like the German "SCHADENSGUTACHTEN / DAMAGE ASSESSMENT" report).

Documents Section

Documents focus on creation, editing, and AI-enhanced dictation for dynamic content generation.

• Dashboard:
  • Lists recent documents (e.g., "Vente d'Appartement entre Époux et Imposition des Gains Immobiliers", "Untitled", "Transcription et Enregistrement Automatisés de Conversations", "Articles of Association", "Contrat de travail pour un restaurateur").
  • Columns: Name, Owner (e.g., "Me"), Location (e.g., "Doc"), Updated date.
  • "New Document" button; search and view all.
• Document Editor:
  • Text editor with AI dictation: Speak to insert text.
    • Standard Mode: Direct transcription.
    • Smart Mode: AI enhances dictation—e.g., if you dictate "create a table", it generates a formatted table; styles content, manipulates elements (e.g., bold, lists).
  • Timeline Sidebar: Shows dictation history as audio snippets (e.g., timestamps like "2025-07-03 15:17 webhook", durations like "0:00", play/pause/forward/backward controls). Replay audio, download, or upload files for processing (text inserted into editor).
  • Properties and Export: Tabs for Timeline, Properties; export options.
  • Example Document: "Transcription et Enregistrement Automatisés de Conversations" – French text on automated conversation recording, with side chat bubbles for AI interactions (e.g., "Est-ce que je peux me reformer ce mail pour correcte être prêt à l'imprimer ?").
• Folders and Organization: Create folders, search, filter documents.

Templates Section

Templates streamline document creation by applying pre-defined AI prompts to dictation.

• Dashboard
  • Grid of user templates (e.g., "Employment Contract with Non-Compete", "Bills", "Lettre d'engagement", "Meeting minutes", "Legal Memo GDPR", "Mémo juridique GDPR Template (GERMAN)", "Compte-rendu", "Dictée avec ponctuation").
  • Each has icons for add, view, edit, delete.
  • "Create New Template" button allow to generate a new template with an assistant, step by step.
• Functionality
  • Templates are prompts that structure dictation. When selected in a document's microphone mode, they apply instructions (e.g., for a legal memo: Add lawyer name, styling; AI fills in based on dictated key info).
  • Examples: "Employment Contract" restricts non-compete activities; "Dictée avec ponctuation" adds punctuation/symbols; "Compte-rendu" auto-generates meeting summaries.
  • Flexible for legal, business, or custom uses.