How to Use the Assistant

3.1 Asking Questions
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The quality of your question determines the quality of the answer. The Assistant is collaborative - it needs your context and guidance to apply its knowledge correctly.
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Quick Actions

Click Quick Actions for common prompts organized by task type. These provide starting templates you can customize for your specific needs:

Review

• Compliance Check - Review documents for regulatory compliance and identify risk levels
• Contract Review - Analyze contracts for obligations, liabilities, and problematic clauses
• Document Review - Review for privilege, responsiveness, and confidential materials
• Policy Review - Assess policies for compliance, effectiveness, and currency
• Risk Assessment Review - Identify and categorize legal and business risks

Extract

• Extract Arguments - Pull key legal arguments organized by issue, party, and strength
• Timeline Creation - Create chronological timelines of key events and deadlines
• Document Summary - Summarize focusing on key legal aspects and highlights
• Extract Key Facts - Organize facts by relevance and distinguish disputed from undisputed
• Extract Issues - Identify and prioritize legal issues from documents

Analyze

• Legal Analysis - Analyze legal issues with applicable law and strategic recommendations
• Data Analysis - Analyze data for insights, trends, and patterns
• Process Analysis - Evaluate processes for efficiency and improvement opportunities
• Performance Analysis - Assess performance against benchmarks and targets
• Strategic Analysis - Evaluate opportunities, threats, and competitive position

Draft

• Draft Provision - Create specific clauses that protect client interests
• Legal Drafting - Draft memos, letters, or other legal documents
• Write Legal Article - Draft articles for specific platforms and audiences
• Draft Policy - Create policies with procedures and compliance mechanisms
• Draft Opinion Letter - Prepare formal legal opinions with analysis and recommendations

Prepare

• Prepare Examination - Create examination outlines for witnesses
• Prepare Negotiation - Develop negotiation strategies with objectives and fallbacks
• Prepare Client Meeting - Generate agendas and preparation outlines
• Prepare Due Diligence - Create due diligence checklists organized by priority
• Prepare Hearing - Build hearing preparation outlines with arguments and evidence
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Custom Prompt - Build your own prompt from scratch for unique requirements

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Effective Prompting

The Collaborative Approach

Treat the Assistant as a colleague who has access to vast information but needs your guidance to apply it correctly. The Assistant doesn't know your matter, client, or jurisdiction unless you provide that information.
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Share Your Context

The quality of output depends directly on the quality of input. Provide the context the Assistant needs:

• Jurisdiction - Different legal systems have different rules ("Under German law..." or "According to GDPR...")
• Your role - Perspective affects analysis ("We represent the buyer..." or "Our client is the defendant...")
• Key facts - Facts determine how law applies ("The employee was terminated after 3 years...")
• Industry/sector - Regulatory context varies ("Our client is a fintech regulated by BaFin...")
• What you need - Specify output format and depth ("Draft a memo using IRAC" or "Provide a 2-page summary")
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Lead with Your Legal Expertise

Direct the Assistant toward the specific doctrine, provision, or framework you're analyzing. Your professional judgment should guide how the AI approaches the task.
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❌ Generic: "What are the issues in this contract dispute?"

✅ Specific: "What are the arguments regarding force majeure clauses in this contract dispute under English law? Analyze using IRAC, considering both arguments for and against invocation."
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Specify the legal framework, required depth of analysis, and desired output format. This channels the Assistant's capabilities toward the precise area where you need assistance.
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Show, Don't Just Tell

Provide examples of what you want rather than relying on abstract descriptions:

• Attach your firm's standard template when asking for drafting
• Show the desired format or structure
• Reference a prior memo or document as a model
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❌ "Draft an NDA"

✅ "Draft an NDA using our standard template [attached]. Follow the same structure but adapt the definition of Confidential Information to cover technical specifications and source code."
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The 10-Second Rule

Spend 5-10 seconds adding detail to your prompt rather than getting a quick answer to something you didn't clarify properly. A well-framed question saves multiple rounds of clarification.
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Quick Setup Template:

CONTEXT:

• Who: [Client type/industry]
• What: [Specific legal issue]
• Jurisdiction: [Applicable law]

GOAL:

• What you need: [Specific output]
• How to deliver it: [Format, structure, or example]

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The Institutional Knowledge Advantage

The Assistant integrated with your Library knows your law — your jurisdiction's specific statutes, your firm's approved templates, your past successful arguments, and your unique requirements.

When you connect your Library or use the Library Picker, you unlock the full power of your organization's institutional knowledge. The Assistant can draft using your actual templates, cite your prior successful arguments, and apply your firm's established approaches to new matters.

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Example Prompts:

Legal Research:

Under German law (BGB), what are the requirements for a valid termination of an employment contract for operational reasons (betriebsbedingte Kündigung)? Our client is terminating 15 employees due to restructuring. Include case law on social selection criteria and consultation requirements. 

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Contract Drafting:

Draft a data processing addendum for our SaaS customer agreement. Use our standard DPA template [from library] but adapt for a healthcare client processing patient appointment data. The processor is based in Ireland, customers are in Germany. Include GDPR Article 28 requirements and reference our standard security measures schedule. 

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Document Review:

Review this vendor MSA [attached] from our perspective as the customer. We're a UK financial services company subject to FCA regulation. Flag: data processing and subprocessor terms, liability caps and exclusions, audit and inspection rights, termination provisions and data return, any terms that deviate from our commercial playbook [from library] 
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Follow-Up Questions

The Assistant maintains context within a conversation. Use follow-ups to refine and build on previous answers:

Initial: "What are valid mechanisms for EU-US data transfers under GDPR?"

Follow-up: "What are the practical implementation steps for SCCs with a US cloud provider?"

Follow-up: "Draft the processor agreement clauses for this scenario."