Leads

A lead is something the case suggests it may be missing: a document that looks like a piece of your evidence, an important new answer of one of its watches, a finding similar to one already in the case, or something Autopilot wants a person to check.

Nothing joins the case by itself. You accept a lead, or drag it onto the board, and it becomes evidence. Or you dismiss it, and it is never suggested for this case again.

Open the Leads panel from the rail on the right of the board. Its badge counts the leads waiting for you.

Where leads come from

Every lead carries its reason. The panel names it on each card and lets you filter by it.

Similar and same-value leads need embeddings. While embeddings are off, the panel says so, and look-alikes and watch answers still come in.

They refresh by themselves

You don’t have to ask for leads. The case looks for new ones:

• whenever its evidence changes: something added on the board, a watch’s auto-add, a lead accepted, a finding attached from anywhere;
• whenever a watch is linked or gets new answers;
• whenever a finding filter is added or changed, so leads it rules out go away;
• when you open the board, at most every ten minutes.

A burst of changes counts as one refresh, which runs in the background a few seconds after the last one. The panel picks up new leads within a minute. Refresh at the top of the panel looks right away.

Each refresh proposes at most ten leads of each kind, so one kind never crowds out the others, and a case holds at most 60 leads waiting for review. When it is full, review some to make room. A closed case gets no new leads.

The case also keeps its list honest:

• a lead whose finding or document joined the case another way (added from the board, brought in by a watch) moves to Reviewed as Already in the case;
• a lead whose finding was resolved, deleted or filtered out, or whose document is gone from its source, disappears. If the finding comes back, it can be suggested again.

Reading a lead

At the foot of the card:

• Accept adds it to the case.
• Dismiss takes it off the list for good.
• ⌖ flies the board to the evidence the lead relates to, so you can judge it in context.
• Open the watch (watch answers) opens the Watches panel.

Accepting a lead

There are two ways, and both are the same decision:

• Accept on the card. The new evidence lands next to what it relates to (right of the document it copies, or the finding it resembles), and the board flies to it.
• Drag the card onto the board. It is accepted right where you drop it.

Either way the lead leaves the list at once, the badge goes down, and the timeline records who accepted it.

What joins the case depends on the kind of lead:

An accepted lead is treated like any other finding that arrives: a case-wide escalation rule that matches marks it straight away.

Dismissing a lead

Dismiss asks for a reason. The reason is optional, and it teaches Autopilot what does not belong in this case. A dismissed lead is never suggested for this case again, by the case or by Autopilot.

Under the list, Dismiss all n shown dismisses everything the current filters show. For example, after checking the two Similar leads that matter, dismiss the rest in one go.

The Reviewed section at the bottom lists what was accepted and dismissed, by whom and when, and the leads that joined the case another way. Those in the case say In case. Any other (dismissed, or taken out of the case since) can be dragged onto the board again, or put back with Add: it joins the case, and its review stays as it was.

Finding your way in a long list

• Reason chips show how many leads of each kind wait. Click one to show only those, and click it again for all.
• Search filters by value, document, source, and what the lead relates to.
• Sort by Most relevant (confirmed and identical copies first, then by score) or Newest.

Leads and Duplicate review

Look-alike leads come from the same engine as Duplicate review, and the two agree:

• a pair you marked Not a duplicate or Split is never suggested;
• a pair you confirmed comes first and says Confirmed a duplicate … in Duplicate review. When you accept it, its decision shows the case under Used in, so it no longer counts as went nowhere yet in Decisions;
• turning duplicate detection off in Features stops look-alike leads.

The other direction still works too: Add to case in Decisions brings confirmed pairs into a case in bulk.

Leads, neighbours and connections

A copy of your evidence can show up twice: as a lead, and as a suggested neighbour on the canvas. The two do different jobs:

Adding a neighbour that is also a lead settles the lead: it moves to Reviewed as Already in the case.

Leads and watches

A watch with auto-add on brings its new answers straight into the case, so they never become leads. With auto-add off, new answers wait in the Watches panel, and the important ones also appear as leads, so they do not drown among the rest.

Finding filters apply to leads as they do to watches: a kind of finding the case filters out is not suggested, and waiting leads it matches go away when the filter is added. A lead you bookmarked yourself stays; picking something by hand is your call.

Leads and Autopilot

Autopilot proposes a lead instead of attaching a finding it has not verified, and writes its reasoning into the lead. It checks the list first and never proposes something that was dismissed. It does not need to ask for refreshes: the case does that by itself.

Over MCP, the same list is available to any client: list_case_leads, review_case_lead, propose_case_lead and generate_case_leads.