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

When to Use the Assistant
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The Assistant is designed for tasks that benefit from reasoning, iteration, and context. Use the Assistant when your work requires analysis, follow-up questions, or a multi-step approach.
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2.1 Use the Assistant for:
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Tasks requiring reasoning transparency - See how the Assistant conducts research, analyzes sources, and builds its analysis step-by-step.

Tasks requiring iteration and follow-ups - Refine outputs through conversation, add context as you go, or adjust direction based on initial results.

Tasks requiring integration with your knowledge - Combine external legal sources with your Library templates, precedents, and institutional knowledge.

Tasks requiring complex analysis - Multi-jurisdictional research, compliance assessment, contract review for specific legal issues, custom drafting, or any work requiring legal judgment.

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2.2 Use task-specific tools for:
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Well-defined, standalone tasks that don't require follow-up questions or iterative refinement:
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Summarize - Quick document summaries with predefined scope and structure

Email - Standard correspondence following clear templates

Translate - Document translation with consistent terminology

Simplify - Making content accessible without additional context

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These purpose-built tools are optimized for high performance on focused tasks with minimal or no prompting, where you know exactly what you need and don't require reasoning visibility, follow-up questions, or integration with research and analysis.

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November 23, 2025

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