> ## Documentation Index
> Fetch the complete documentation index at: https://vaquill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Matter Summary

> A citation-backed narrative summary of an entire matter, with sections chosen to fit the kind of matter it is

The Summary tab writes a narrative summary of a whole matter, section by section, with every claim tied to a citation you can click through to the source passage.

Unlike a document summary, it reads across the entire matter and structures itself around what kind of matter it is: a commercial dispute gets different sections from an M\&A diligence file.

<Frame caption="The Summary tab on a matter">
  <img src="https://mintcdn.com/vaquill/2UMb7US0EYXDhATr/images/matter-summary-tab.webp?fit=max&auto=format&n=2UMb7US0EYXDhATr&q=85&s=2517659b4eb0daea6cd082d379e6680e" alt="Screenshot of the matter Summary tab showing a citation-backed narrative summary of the matter" style={{ borderRadius: '0.5rem' }} width="1712" height="1070" data-path="images/matter-summary-tab.webp" />
</Frame>

## When to use it

* Handing a matter to a colleague, or picking one up
* Preparing for a client call on a file you have not touched in weeks
* Producing a first draft of a status memo
* Getting oriented on a matter with more documents than you have time to read

## How it works

<Steps>
  <Step title="Resolve the corpus">
    Works out exactly which documents belong to the matter. Membership is resolved in the database rather than inferred from the search index, so nothing from another matter can leak in.
  </Step>

  <Step title="Map each document">
    Reads every document in parallel for evidence. Results are cached and shared with [Matter Facts](/docs/guides/matter-facts).
  </Step>

  <Step title="Classify the matter">
    Determines what kind of matter this is, which selects the section structure. You are not getting a generic five-heading template.
  </Step>

  <Step title="Plan and cluster">
    Plans the sections against the evidence actually available, then clusters evidence into each. Sections with nothing to say are dropped rather than padded.
  </Step>

  <Step title="Synthesize">
    Writes each section in parallel, attaching citations per claim.
  </Step>
</Steps>

Progress streams live while it runs, and you can cancel at any point.

<Tip>
  The pipeline is partial-failure tolerant. One document that fails to process is excluded with a warning rather than failing the whole summary; only a large fraction failing stops the run.
</Tip>

## Altitude

Summaries generate at two levels of detail:

| Altitude      | Use it for                                                                  |
| ------------- | --------------------------------------------------------------------------- |
| **Executive** | The short version. A client update or a partner briefing.                   |
| **Detailed**  | The working version, with more of the underlying specifics carried through. |

## Citations

Every claim carries a citation. Clicking one opens the source passage in a modal, the same citation viewer used by chat, compare, and the chronology, so verifying a line never means leaving the page and hunting through a PDF.

This is the part worth using. A summary you cannot check is a summary you cannot file anything against.

## Freshness

The summary reports whether it is current against the matter's present document set. Add documents and it is marked stale; regenerate to fold them in. Generation is idempotent, so triggering it twice does not produce two runs.

## Plan availability

| Action                   | Availability                   |
| ------------------------ | ------------------------------ |
| View an existing summary | Any matter member, on any plan |
| Generate or regenerate   | Active paid or trial plan      |

## Limitations

* Draws only on documents in the matter. No web, no case law, no general knowledge.
* Section structure is chosen for you by the classifier. It is a good default, not an outline you control.
* Dropped sections mean the evidence was not there. That is information, but it is not the same as the matter having no such issue.
* Verify cited passages before relying on the summary externally. It is a research aid, not a work product you should send unread.

## Related

<CardGroup cols={2}>
  <Card title="Matter Facts" icon="list-check" href="/docs/guides/matter-facts">
    The same evidence as a structured ledger instead of prose.
  </Card>

  <Card title="Chronology Builder" icon="timeline" href="/docs/guides/chronology-builder">
    The time dimension of the same matter.
  </Card>

  <Card title="Answer Verification" icon="circle-check" href="/docs/guides/answer-verification">
    How claims get checked against sources.
  </Card>

  <Card title="Matters and Workspaces" icon="briefcase" href="/docs/guides/matters-workspaces">
    The matter these tabs live on.
  </Card>
</CardGroup>
