Drafting with the AI assistant

The assistant writes a draft from the matter's data and your instructions, and it stays a draft until you review it. Estimate: ≈ 8 points.

Steps

1. Open the matter and, in the AI assistant card, choose the Draft tab.
2. Choose the Type: memorandum, letter, notice or free-form document.
3. Type the Title (e.g. "Reply memorandum") and Instructions: defences, requests, tone.
4. Optionally pick a Template (optional) from Firm templates or Site templates; it is merged with the matter's values and sent to the assistant to build on.
5. Press Write the draft. The text appears progressively, and you can Stop the request (no points are charged when you stop).
6. Review and edit the draft ("Review and edit the draft before saving"). What the assistant couldn't find is marked [to be completed: …] for you to fill in.
7. Press Save as a matter document (.docx). A Word file is saved in the matter's documents and Open document appears.

What marks the saved document

• It carries at the top "Draft by the AI assistant — review before use" and shows a banner to that effect on its page.
• Its category: Memo for a memorandum, Correspondence for a letter or notice, and Other for a free-form document.
• It is not counted toward the generated-documents limit because it is counted in assistant points, but it does use storage.

Who can save

Saving is for those who can edit matters: owners, partners, lawyers and paralegals. Writing and previewing don't require that.