CDIA User Manual

This is the online edition of the manual for CDIA Version 3 as shipped. Help > User Manual in CDIA opens this page. The Quick Start Guide is the fifteen-minute version.

Contents

  1. Introduction
  2. Installation and first launch
  3. Cloud AI and Private AI
  4. Projects
  5. Adding documents
  6. Preparing evidence
  7. Scanned PDFs and OCR
  8. Source selection: the evidence boundary
  9. Ask CDIA
  10. Advice and Draft
  11. Citations and opening sources
  12. Understanding what CDIA tells you
  13. The specialist tools
  14. Menus and controls reference
  15. Exporting and copying
  16. Privacy and security: the user view
  17. Limitations and professional judgement
  18. Troubleshooting
  19. Glossary
  20. Support

1. Introduction

CDIA, the Construction Dispute Intelligent Assistant, is a Windows desktop workspace for investigating construction project evidence. You load a project’s documents, the day-to-day records, the reports and claims, and the contract, and then work with them in plain English: ask what happened, build chronologies, question particular documents, obtain analysis, and draft cited professional work product.

CDIA’s defining discipline is traceability. Factual statements in answers carry citations, and every citation opens the source document so you can verify it yourself. A professional using CDIA must be able to tell what kind of evidence supports a statement, and reach that evidence in one click.

This manual describes CDIA Version 3 as shipped. It is written for construction and dispute professionals: project managers, commercial managers, quantity surveyors, claims consultants, contract managers, delay experts, expert witnesses, solicitors and adjudication or arbitration support teams. No IT expertise is assumed.

1.1 What CDIA is, and is not

CDIA is an evidence investigation workspace. It finds, organises, presents and reasons over the material you give it, and it shows its sources.

CDIA is not:

  • a delay-analysis or planning tool. It does not calculate critical paths or entitlement, although delay investigations are a common use;
  • a document management system. It works on copies of the documents you add to a project;
  • a source of legal advice. Its Advice capability is clearly-labelled AI analysis for your professional judgement, not a legal opinion;
  • a decision-maker. CDIA never determines liability, quantum or entitlement. It shows you what the evidence says, and keeps AI reasoning visibly separate from source fact.

CDIA prefers refusing to guessing. If the evidence does not support an answer, CDIA says so. If a question is ambiguous, CDIA asks. If material could not be considered, CDIA tells you.

2. Installation and first launch

2.1 What you need

  • Windows 10 or Windows 11 (64-bit).
  • About 2 GB of free disk space for CDIA itself.
  • An internet connection for the first launch (licence activation) and for Cloud AI.
  • For Private AI: a one-time model download of several gigabytes, and a reasonably modern computer. At least 16 GB of memory is recommended, and ideally a dedicated graphics card with 8 GB or more of its own memory. Without a dedicated graphics card Private AI works but is slow, and large investigations may not fit.

2.2 Installing

  1. Run CDIA_Setup.exe.
  2. Follow the installer. CDIA installs per-user by default (no administrator account needed), adds a Start Menu entry, and offers a desktop shortcut.
  3. To update CDIA later, simply run the newer installer over the top. Your projects and settings are kept.
  4. Uninstalling (Windows Settings > Apps) removes the program only. It never touches your projects or settings.

Your working data lives outside the program folder: projects under Documents\CDIA\projects, and settings in your user profile. Back up the Documents\CDIA folder like any other working files.

2.3 First launch and licensing

  1. Start CDIA from the Start Menu.
  2. Enter the email address you used when starting your trial or subscription at cdia.co.uk. (If you have not started one, do that on the website first.)
  3. CDIA validates the licence online. First activation can take up to a minute while the licence service responds. CDIA shows a progress message if you need to wait.

After activation CDIA remembers your licence and can work without an internet connection for up to 30 days at a time; it revalidates online when a connection is available. If a trial expires or a subscription lapses, CDIA explains the position and links you to the website; your projects remain on your computer untouched.

Help > Licence… shows your current licence state at any time: the email it is licensed to, whether you are on a trial (and days remaining) or an active subscription, and whether the last check was made online or is running on the saved licence.

3. Cloud AI and Private AI

CDIA can run its AI work in two ways. Both use the same evidence controls, the same citations and the same honesty rules. The choice is about where the AI processing happens.

3.1 Cloud AI

With Cloud AI, CDIA still does all document storage, preparation and evidence-finding on your computer. While CDIA prepares and reads material for your question, and when an answer, draft or analysis is generated, CDIA sends the prepared material for that task, meaning the selected evidence extracts (with document names and page numbers), recent questions and answers where relevant, and your question, to a leading AI provider over your own account key. Your original document files are not sent, and your complete project is never sent automatically. If you ask CDIA to analyse one particular document in depth, the text CDIA needs from that document may be sent for that task.

Setting up Cloud AI is guided: CDIA walks you through creating an API key with the provider (this is a pay-as-you-go developer key, separate from a chat subscription such as ChatGPT), pasting it in, and testing the connection. The key is stored in Windows’ own credential store. Typical requests cost pence; the “What is sent to Cloud AI?” button in the setup and settings dialogs shows the current explanation of exactly what is transmitted and the cost guidance.

3.2 Private AI

With Private AI, everything runs on your computer using a free local AI runtime. The first time you choose it, CDIA runs a one-time managed setup: it checks for the runtime, starts it, downloads the AI model (a large download, several gigabytes), and prepares it. If the runtime is not installed, CDIA opens its download page and continues once you have installed it.

Private AI is the right choice when material must not leave the machine. Its analysis and drafting are serviceable but noticeably less strong than Cloud AI’s, and some very large investigations that Cloud AI can handle in stages will not fit within Private AI’s working capacity. CDIA tells you when that happens rather than trimming silently.

3.3 Switching, and AI Settings

Tools > AI Settings… shows and changes the choice at any time:

  • Selected AI: the AI CDIA is currently using (for example “Cloud AI, OpenAI”, or “Private AI”).
  • Model: the actual AI model in use, where CDIA knows it.
  • A separate availability line tells you whether Private AI could run on this computer. Availability is not the same as selection.

Switching is an execution choice only: your project, prepared evidence, investigation and citations are untouched when you switch.

4. Projects

A project is the container for one matter, dispute or job. Each project holds its own documents, prepared evidence and investigations, completely separate from other projects.

  • File > Create Project… makes a new project and starts the guided setup (AI choice on first run, then document import).
  • File > Open Project… switches between existing projects.
  • Projects live under Documents\CDIA\projects, one folder per project.

The example project. The welcome screen offers Load Example Project, a ready-prepared, entirely fictitious demonstration matter (the Meadowbank Community Hub) you can use to try CDIA before loading your own material. It contains site diaries, progress reports, meeting minutes, Outlook emails, instructions (including a scanned, signed instruction read by OCR), delay notices, an extension-of-time claim and assessment, payment documents, a contract extract and two competing expert reports. Load it, ask “What variations were instructed, and were any disputed?”, and click a citation.

5. Adding documents

File > Add Documents… (also offered during project creation) imports material in three categories:

CategoryWhat belongs in it
Project RecordsContemporaneous, day-to-day material: correspondence, emails, meeting minutes, site diaries, instructions, applications and certificates, photographs of documents, scanned papers
ReportsAfter-the-event accounts: expert and consultant reports, claims, witness statements
ContractThe contract, its schedules and amendments

You can add files or whole folders; folder structure is preserved exactly as you organised it. Everything is copied in. Your originals are never moved, changed or deleted. Duplicates of files already in the project are recognised and skipped.

The category you choose matters. CDIA treats the three classes differently in its answers (see section 12.3), so put reports in Reports rather than mixing them into Project Records.

5.1 Supported document types

CDIA prepares these file types: PDF (including scanned PDFs), Word documents (.docx), Excel workbooks (.xlsx, .xlsm), CSV files, Outlook email files (.msg), and plain text (.txt).

Other formats, including standalone image files, .eml emails and legacy .doc/.xls files, are not read in this release; convert them (for example, save a .doc as .docx, or print images to PDF) before adding. Anything CDIA cannot read is reported by name after preparation, never silently dropped.

6. Preparing evidence

File > Prepare Project reads every document in the project into searchable evidence. Run it after adding documents, and again whenever you add more.

Preparation extracts the text of each document page by page, recognises dates, and builds the search index the investigation tools use. Depending on volume it can take from seconds to many minutes; progress is shown throughout.

6.1 The Project Ready summary

When preparation finishes, CDIA reports plainly:

  • how many documents are prepared and ready;
  • how many contained no readable text, and why that can happen;
  • how many failed outright, with a per-file technical list one click away (Show Details);
  • any scanned documents whose text recognition failed, explicitly, by name (see section 7).

If a document you expected is missing from answers, this summary and its details are the first place to look.

7. Scanned PDFs and OCR

Construction disputes run on scanned paper: signed contracts, notices, instructions, old correspondence. CDIA handles these automatically.

During preparation, CDIA detects PDF pages with no usable text layer and reads them with its built-in optical character recognition. There is nothing to install and nothing to configure; the OCR capability ships inside CDIA. Pages that already contain proper text are left exactly as they are; only image pages are recognised.

What you should know:

  • Page numbers from scanned documents are real. If a proposition appears on page 2 of a scan, CDIA cites page 2. Citations from OCR’d documents behave exactly like citations from ordinary PDFs.
  • CDIA also keeps a searchable copy of each recognised document. When you open a citation into a scanned document, CDIA shows the searchable copy where available, so the cited text is selectable; the original scan remains your document of record, untouched.
  • Language: the built-in text recognition currently reads English-language scans.
  • OCR quality follows scan quality. Clean scans read well; poor photocopies, handwriting and heavy stamps reduce accuracy. Check important passages against the original page image, one citation click.
  • Failure is explicit. If text recognition is unavailable or fails for a document, the Project Ready summary says so, names the file, and explains that its text could not be read. A scanned document is never silently treated as successfully read when it was not.

8. Source selection: the evidence boundary

By default, an investigation draws on the whole prepared project. You can instead point it at exactly the material you choose, particular folders, subfolders or individual documents, using the source selection on the Ask screen (the filter control in the toolbar).

Your selection is a firm boundary, and this is a foundation of CDIA’s design:

If you select only the Meeting Minutes folder, CDIA will investigate those selected records. It will not silently add Contractor’s Reports because your question mentions them.

CDIA also never pads an answer from outside your selection “to be helpful”. What it will do is tell you, in the answer’s scope note, what was considered and whether the selection left a category empty. So if you exclude the contract and ask a contractual question, you will see an honest “nothing available in the selected sources” rather than an invented answer.

Selections persist for the investigation you are running; Reset Investigation returns to the whole project.

9. Ask CDIA

Ask CDIA is the home screen and the centre of the product: a governed investigation that starts from a plain-English question.

9.1 Asking

Type the question the way you would ask a colleague:

  • What does the contract say about payment notices?
  • What do the selected records say about access?
  • Who instructed the design change?
  • What variations remain unresolved?
  • What happened with the drainage works?

Click Ask. CDIA works out what kind of investigation the question needs, a general investigation of the records, a contract-wording question, a dated sequence, a listing, a deep read of one report, and gathers the relevant evidence. This preparation runs on your computer.

9.2 The Investigation Review

CDIA does not answer straight from a question. When the evidence is gathered, the investigation pauses and shows you what it found before any answer is written:

The review lists the prepared evidence by kind, for example: Contemporaneous records, 2 documents, 2 extracts; Report extracts, 1 item; Contract, 1 clause, together with a readiness line for the AI. From here you can:

  1. Review evidence…: inspect each item, and untick anything you do not want the answer to use. Everything starts ticked; nothing is hidden.
  2. Edit Report…: where a report deep-read is involved, adjust which report sections are in scope.
  3. Re-check AI: refresh the AI readiness check.
  4. Continue: generate the answer from exactly the reviewed evidence.

No final answer is written until you continue, and the review controls what goes into it. With Cloud AI, relevant evidence may already have been sent to your provider during preparation and reading; unticking excludes items from the answer but cannot recall what has already been processed. The review is your control point: what you see there is the complete evidential basis of the answer that follows.

9.3 The answer

Answers are plain English, with:

  • Citations on factual statements, for example (Site_Diary_2022_04.pdf, p. 12), each one clickable (section 11).
  • Evidence-role labelling: statements from day-to-day records, from reports and from the contract are kept visibly distinct (section 12.3).
  • The scope note: a plain statement beneath the answer of how much of the selected evidence was considered, which capabilities were used, whether any document was read in full, and whether anything was omitted because it could not fit the AI’s working capacity (section 12.1).

If the evidence does not answer the question, CDIA says so. If two documents genuinely conflict, CDIA states each account and identifies the conflict rather than quietly picking a winner.

9.4 Follow-up questions

Ask CDIA is conversational within an investigation. After an answer you can ask follow-ups in natural terms, “Why did they say that?”, “Show me the evidence”, “What about the following week?”, “Open the progress report”, and CDIA resolves them against the investigation so far. The conversation is orientation only: documentary facts always come from the records, never from earlier chat.

Use + Next Question for a new question in the same project, and Reset Investigation to clear the thread entirely. If a follow-up is genuinely ambiguous, CDIA asks what you mean rather than guessing.

9.5 Asking about a specific document

Name a document, exactly, or by a reliable description, and CDIA can read it in depth:

  • What does the expert report say about acceleration?
  • What does the contractor’s report dated 31 May 2024 say about commercial matters?
  • What did the expert conclude?

Where CDIA can identify the document confidently, it performs a full read of that document and answers with page citations. Where several documents could match, it asks which you mean. Where it cannot resolve the description at all, it says so. CDIA does not promise a resolution it cannot perform, and it does not fall back to a loose search while implying a full read.

10. Advice and Draft

Ask establishes what the evidence supports. Advice and Draft build on that, and both are available in two ways: after an investigation, or directly from evidence you have selected yourself.

10.1 Advice

Advice is professional analysis reasoned from the evidence: what the records show, competing interpretations, strengths and weaknesses, and what to investigate next. It is:

  • opt-in: it appears only when you open the Advice tab and generate it;
  • labelled: presented as AI analysis, never mixed into factual answers;
  • cited: grounded in the same reviewed evidence, with clickable citations;
  • role-neutral: it analyses the evidence, it does not advocate a side;
  • not legal advice: it is analytical input for your professional judgement.

Try: Advise me on the commercial issues I should prioritise.

Advice is noticeably stronger on Cloud AI; on Private AI it is available and useful but more limited, and CDIA says so.

10.2 Draft

Draft produces written work product from the evidence: factual background sections, project histories, chronology narratives, contractual background, issue summaries, briefing notes, or a response grounded in the selected material. Try: Draft a response to this letter based on the selected evidence.

Draft’s discipline is strict: factual sentences must cite the reviewed evidence, and CDIA checks the citations before showing you the draft; a draft it cannot verify is not shown. Drafts are serif-formatted working documents you can copy or export to Word.

A draft is a starting point for your document, produced from the evidence you supplied. It does not establish contractual or legal entitlement, and it needs your professional review before use.

10.3 Direct Advice and Draft from selected evidence

You do not have to run a question first. Select the evidence yourself, for example, save items from the Chronology Builder into the investigation set, or make a source selection, and go straight to Advice or Draft. CDIA prepares the same review step over your selected evidence, then generates. Use this when you already know the material and want analysis or drafting rather than an answer.

11. Citations and opening sources

Citations are how CDIA earns trust. Each citation names the source document and, where CDIA holds it, the page, for example (Bundle_of_Enclosures.pdf, p. 41).

Clicking a citation opens the source beside the answer:

  • PDFs and text files open in CDIA’s own viewer, at the cited page for PDFs.
  • Other formats (Word, Excel, Outlook emails) open in your usual application for that file type. Where a PDF reader such as Adobe Acrobat is installed, externally-opened PDFs also land on the cited page.
  • Scanned documents open as their searchable copy where one exists (section 7), so cited text is selectable.

On page numbers, honestly: PDFs normally carry true page identity, including OCR’d scans. Formats without fixed pages, spreadsheets, emails, text files, are cited by document (and by sheet or item where that exists) rather than by an invented page number. If CDIA does not hold an accurate location, it cites the document without pretending to more precision than it has.

Citations are issued and checked by CDIA itself, and the AI cannot invent a citation identifier. Source locations are given where CDIA holds them; some full-document reads cite the document rather than a specific page.

12. Understanding what CDIA tells you

12.1 Investigation Scope and completeness

Every Ask answer carries a scope note, plain statements such as: “Considered 4 of 4 selected items. Capabilities used: contemporaneous records, report extracts, contract clauses. No document was read in full for this answer. No evidence was omitted for capacity.”

Read it. It is the difference between “this is what the evidence says” and “this is what the evidence I could consider says”. If material had to be left out because it could not fit the AI’s working capacity, the scope note says so, and the Investigation Review lets you tighten the selection and run again.

12.2 Large investigations and working capacity

Every AI has a finite working capacity for a single task. CDIA manages this for you and tells you the truth about it:

  • Before generation, the Investigation Review checks the prepared evidence against the working capacity of the AI you have selected. If it does not fit, CDIA says so there, before anything is sent, so you can trim the selection or continue on a different footing. CDIA never silently discards evidence to force a fit.
  • For large investigations, Cloud AI may review the evidence in stages and then bring the strands together. This is automatic; the scope note still accounts for what was considered.
  • Private AI has a smaller working capacity; some investigations that fit Cloud AI will honestly refuse on Private AI.

12.3 Evidence roles: records, reports, contract

CDIA keeps three kinds of material visibly distinct, because they carry different evidential weight:

KindHow CDIA presents it
Project records“What the documents record”: contemporaneous entries, presented as what was written at the time, not as proof it was true
Reports and claimsOpinion or assertion: an after-the-event account by its author, attributed, never adopted as established fact
ContractThe wording of the terms: quoted or cited as text of the contract, not as an event

This separation runs through Ask, Advice and Draft. A report’s version of events never silently becomes “the facts”; a contract clause is never presented as something that happened. The category you file a document under at import (section 5) is what drives this. CDIA does not guess a document’s role.

12.4 Registers: fact, finding, analysis, draft

Across the product you will see four registers, kept apart: source fact (a citation you can open), CDIA’s evidence-led findings (for example a chronology it assembled), AI analysis (Advice, labelled), and your drafted work product (Draft, yours to edit). Nothing in one register masquerades as another.

13. The specialist tools

The left-hand navigation (and the View menu) carries the specialist surfaces. They all work from the same prepared evidence and the same citation discipline.

13.1 Chronology Builder

Build a dated picture around a topic: enter a phrase or question (for example ductwork installation), click Search, and CDIA assembles dated, cited items from the records. You can:

  • add filters (an additional phrase, a reference such as VO57, a date range);
  • tick Also consult contract & reports to bring those in alongside the records;
  • select items and Add to Investigation Set, the curated set that Evidence Q&A and direct Advice/Draft work from;
  • Expand Evidence to read more context around any item;
  • export the chronology to Word.

Chronology items are retrieved and dated by CDIA’s own indexing. Dates are taken from the documents, and each item cites its source. A narrated chronology answer (via Ask) presents events in document order and never invents causation between them.

13.2 Evidence Q&A

Evidence Q&A is closed questioning of an evidence set you curated yourself, typically items you saved from the Chronology Builder. It answers only from the saved set, which makes it the tool for disciplined questions like What do these selected records say about access? where you control precisely what is on the table. Answers cite each item used and can be exported to Word.

13.3 Evidence Listing

Exact, exhaustive listing. The dedicated Evidence Listing search is deterministic: no AI decides which matching records are included. Ask for a phrase and CDIA lists every place it appears across the prepared project, with counts and locations: Find every reference to “steelwork”, or List the documents containing “practical completion”. Because it is exact matching, it is complete for the phrase you gave (exact wording, any capitalisation). It does not find synonyms or related concepts. Available as its own screen. Listing-type questions asked through Ask CDIA use the same exact search for the list itself, but the surrounding answer is written by the AI.

13.4 Report Q&A

Choose particular reports, claims or statements (Tools > Reports, then pick the documents and the sections in scope) and question them in depth. CDIA reads the selected material and answers with report-and-page citations wherever possible. Use it to interrogate an expert report’s reasoning, extract a claim’s asserted quantum trail, or compare what a report says against what you know the records show. Report content is presented as the author’s account, not established fact.

13.5 Contract Search

Find contract clauses by their wording (View > Contract Search opens the search screen in Contract clauses mode). This is exact-wording search of the indexed contract documents; combine it with Ask questions like What does the contract say about extensions of time? for reasoned, cited contractual answers.

13.6 Activity Investigation

Where you have loaded programme files (into the project’s programmes folder), Activity Investigation checks programme activities against the project records: find programme activities by description, verify a task against the record evidence, and build a records-verified as-built picture. The programme selection panel, where you choose which programme files are in play, lives on this screen; programme material informs this tool only and does not leak into ordinary evidence answers.

13.7 Workspace

The Workspace is a general drafting and analysis scratchpad: paste any material in (a letter received, a passage to check, meeting notes) and ask questions about it or draft from it. Workspace material is what you pasted. It is not the project evidence base, and Workspace answers do not carry project citations. Use it for quick working on ad-hoc text; use Ask/Draft for evidence-grounded work.

14. Menus and controls reference

MenuCommands
FileOpen Project…, Create Project…, Add Documents…, Prepare Project, Exit
ViewAsk CDIA, Chronology Builder, Activity Investigation, Report Q&A, Contract Search, Evidence Q&A, Evidence Listing, Workspace, Show Project Panel
ToolsWorkspace, Reports, Contract Search, Chronology Builder, Evidence Q&A, AI Settings…, Typography…, Voice Input Settings, Strict Planned vs Actual Classification
HelpUser Manual, Support & Contact, Voice Input, AI Model Status, Licence…, About CDIA

Notes:

  • Show Project Panel shows or hides the left project panel for the current view.
  • Typography… sets the reading font and size.
  • Strict Planned vs Actual Classification (recommended, on by default) keeps forward-looking wording (“will be completed”) from ever being treated as evidence that something happened.
  • Voice input is not available in this release; the Voice items report status only.
  • AI Model Status (Help) shows the detected AI model, its working capacity, and its tested/untested status for CDIA’s investigation types, which is useful when talking to support.

15. Exporting and copying

  • Draft and Advice each have an Export option producing a Word document; the export includes CDIA’s provenance line stating which AI produced it (for example “AI: Cloud AI, OpenAI (model)” or “Private AI (local model)”).
  • Chronology Builder exports the built chronology to Word.
  • Evidence Q&A exports its answers to Word.
  • Answers and evidence text can be selected and copied normally anywhere in the product.
  • Exports state what they are: register labels (analysis vs record content) travel with the exported text.

16. Privacy and security: the user view

  • Your documents live on your computer, in your Documents folder, as ordinary files. CDIA works on copies it makes at import; your originals are never modified.
  • With Private AI, project material is processed on your machine.
  • With Cloud AI, CDIA sends only the prepared material for the task at hand (section 3.1) to your chosen provider, over your own key. Raw document files are never transmitted, and your complete project is never sent automatically.
  • Clicking a citation is local. It opens a file from your disk, with no network call.
  • Your Cloud AI key is held in the Windows credential store, not in a settings file.
  • Licence checks send your licence email and an anonymous machine identifier to CDIA’s licence service. No project material, ever.

17. Limitations and professional judgement

  • CDIA works from the documents you give it. It cannot know what happened outside the record, and gaps in the record are gaps in what it can say.
  • Text extraction is not perfect. Poor scans, complex tables and unusual layouts can lose or garble text. Prepare results and citation click-through let you verify.
  • AI-generated analysis and drafting can be wrong, incomplete or overconfident even when grounded in evidence. CDIA’s controls (citations, validation, labels, refusal) reduce this risk; they do not eliminate it. Verify before you rely.
  • Answers reflect the evidence considered. Always read the scope note.
  • CDIA does not provide legal advice, does not determine entitlement, and is not a substitute for professional judgement. It is an instrument for the professional, not a replacement.

18. Troubleshooting

SymptomWhat to do
CDIA will not activate at first launchCheck the internet connection and that the email matches the one used at cdia.co.uk. First activation can take up to a minute. Wait for the progress message to finish.
“AI Not Connected” / AI not readyOpen Tools > AI Settings. For Cloud AI, run Set up Cloud AI… and Test Connection. For Private AI, the setup offers the runtime download and Try Again.
A document is missing from answersCheck the Project Ready details (re-run File > Prepare Project). The per-file list names anything unreadable and why.
A scanned PDF has no textSee the Project Ready summary: if recognition failed, it is named there with the reason. Re-scan at higher quality if possible.
An answer says a category was emptyYour source selection excluded it, or nothing relevant was prepared. Check the selection and the scope note.
Draft or Advice refuses to generateThe evidence did not fit the selected AI’s working capacity, or validation failed. Reduce the selection, or switch AI in Tools > AI Settings.
Something elseHelp > Support & Contact. Copy Diagnostics puts version, build and AI status on the clipboard for the support email.

19. Glossary

TermMeaning
ProjectThe container for one matter: its documents, prepared evidence and investigations
PrepareReading the project’s documents into searchable, citable evidence
Project RecordsContemporaneous day-to-day material (one of the three import categories)
ReportsAfter-the-event accounts: reports, claims, statements (import category)
ContractThe contract documents (import category)
InvestigationOne question-led piece of work in Ask CDIA, including its evidence and follow-ups
Investigation ReviewThe pause between gathering evidence and generating the answer, where you inspect and adjust the evidence
Investigation SetThe curated collection of saved evidence items used by Evidence Q&A and direct Advice/Draft
Scope noteThe statement under an answer of what was considered and what was not
CitationA clickable reference from a statement to its source document (and page where held)
OCROptical character recognition: reading the text of scanned/image pages
Cloud AI / Private AIThe two ways CDIA can run AI processing: via your provider account, or entirely on your computer

20. Support

  • Help > User Manual opens the current online edition of this manual.
  • Help > Support & Contact shows the support email and copies diagnostics for you.
  • Website: cdia.co.uk. Manual at cdia.co.uk/manual, subscriptions at cdia.co.uk/pricing. Email: contact@cdia.co.uk.