Skip to content
English
Contact Support
truleo.co
  • There are no suggestions because the search field is empty.

TRULEO Analyst: AI-Powered Case Review and Report Generation for Investigators

TRULEO Analyst is an AI assistant for investigators — upload case files, generate structured reports, and surface key details without manual review.

Accessing Analyst

Log into TRULEO and select Analyst from the top navigation. The workspace has three sections: a left panel listing your cases, a center panel with files, evidence, and reports, and a right panel with the AI chat interface.

Main interface sections

The workspace contains three panels:

  • Left panel: Lists cases organized in tabs — Cases, Command, and Briefings
  • Center panel: Displays files, evidence, and reports
  • Right panel: AI chat interface for natural language queries

Case management

Creating new cases

Click Analyze New Case — the upload dialog opens right away. Add files by drag-and-drop or the file picker, or click Try with sample files to explore with sample data. Once you've added files, a name field appears — Enter the case or DR number for this investigation — pre-filled with a placeholder you can keep or overwrite. Click Upload & Analyze. The case is created with the name you entered and processing begins, and appears in the sidebar while it processes, then opens to its Overview once ready. The platform accepts reports, statements, audio/video, images, and transcripts.

Once processing finishes, Analyst no longer automatically switches you to the Reports tab to show the case evaluation — you stay on whichever tab you're viewing, and a notification lets you know it's ready. (Exploring with sample files still jumps you straight to the Reports tab.) Notifications while you work are tab-aware: Analyst only surfaces the kind of update that doesn't match the tab you're already looking at.

Adding evidence

Select an existing case, then use Upload Files & Evidence in the Files & Evidence tab. Click Choose files to open the file picker, or drag files directly onto the dropzone — while dragging, the zone highlights and shows Drop files here. Once files are added, the button relabels to Add more files and the dialog shows how many files are queued below it. The system automatically indexes materials. Individual files can be up to 15 GB.

Free trial storage limit

Free trial users see an info icon next to the Storage: label in the Analyst sidebar. Click it to see your 50 GB storage limit — the dialog includes a Contact Sales button if you need more room.

Document operations

  • Renaming: Click document titles to edit inline
  • Preview: Click document rows to open preview dialogs without downloading
  • Processing status: Pending files appear in a dedicated section above completed documents

Report generation workflow

  1. Select relevant files using checkboxes
  2. Choose a template from the dropdown menu
  3. Click Generate Report
  4. Review and edit the draft in the TRULEO Reports tab
  5. Download as PDF or Word format

Reports include a Citations section listing source documents referenced. Every case package also gets a default, auto-generated case-level report — called Case Evaluation (previously labeled Case Overview / Case Summary). Regenerate it from the outputs list with Re-generate Case Evaluation.

Analyst chat features

The AI assistant can address requests for summaries, witness identification, narrative drafting, and detail flagging. Following responses, the system surfaces categorized follow-up suggestions that adapt as cases progress. A Supervisor Briefing option generates command-level summaries when appropriate.

Document citations within chat responses open related materials directly in preview dialogs.

Saving content to a case, report, or field note

Every case package also gets a default, auto-generated case-level report — called Case Evaluation (previously labeled Case Overview / Case Summary). Regenerate it from the outputs list with Re-generate Case Evaluation.

Case sharing and lifecycle

The Share button manages case access. Cases and briefings can also be shared with collaborators outside your own organization — an invited cross-org collaborator can view the shared case or briefing and open its documents.

Best practices

  • Upload all relevant materials before generating reports
  • Use descriptive case names for retrieval
  • Select only pertinent files for specific reports
  • Utilize follow-up suggestions to explore overlooked angles
  • Review generated reports for accuracy and policy compliance before distribution