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How to Use Integrations
Integrations: Best Practices & Troubleshooting
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Library Best Practices & Troubleshooting
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When to Use the Assistant
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Uploading Documents to the Assistant
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Summarize
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What is Summarize & When to Use Summarize
Summarize Best Practices & Trouble Shooting
How to Use Summarize
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How to Use Simplify
Simplify Best Practices & Trouble Shooting
What is Simplify & When to Use Simplify
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Email - Best Practices & Troubleshooting
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Simplify Best Practices & Troubleshooting

Document preparation:

Use the highest quality version available

For lengthy documents, consider simplifying specific sections separately

If simplifying a particular clause, section, or finding, you can paste just that text instead of uploading the entire document

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Effective instructions:

Specify your audience:* *"For non-legal client" vs. "For lawyer reviewing technical evidence" vs. "For finance team"

Define what they need to understand: "Focus on explaining the technical cause and legal implications"

Provide context for why: "I need to understand the cybersecurity vulnerabilities to assess contract breach"

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Quality control:

Always review output for accuracy

Verify that critical technical or legal details are preserved

Check that the terminology is explained correctly for your purpose

Ensure the explanation is appropriate for the stated audience and use case

Apply your professional judgment; the simplified content is AI-generated and not final work product

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When NOT to use Simplify:

Condensing or extracting information (use Summarize)

Creating structured summaries or timelines (use Summarize)

Multi-document comparison (use Assistant)

Tasks requiring legal research or analysis beyond explanation (use Assistant)

Simplification requiring external sources or precedents (use Assistant)

Iterative refinement through conversation (use Assistant)

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Output and Download

Where output appears:

The simplified content appears in the "Document simplified" panel on the right side of the screen.

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Copy and Download:

Click "Copy" to paste the explanation into emails, memos, or other documents

Click "Download" to save the simplified content as a Word document

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Remember: Simplified content is AI-generated and shall not be considered final work product. Always exercise your professional judgment and independently verify important information.

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Troubleshooting

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Next steps:

For condensing/extracting information instead of explaining it, use the Summarize tool

For analysis or legal advice based on the simplified content, copy key points into a new Assistant conversation

For iteration and refinement, use the Assistant with the document attached

Save frequently used simplified explanations to your Library for future reference

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November 24, 2025

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