Use Cases
1
ADD NEW MATTER
Example Prompts:
"Create a matter with the name Dummy Case, with client Delta Partners, and with status Active."
"Add a new matter with a name Insurance Claim, a client Jane Smith, and a status that On hold."
2
VIEW MATTER DETAILS
Example Prompts:
"View matter details if its updated date other than 'Today'"
"Show details for a matter other than Tax Compliance"
3
DELETE MATTER
Example Prompts:
"Delete the matter where name IP Litigation and status excluding ['On Hold', 'Archived']"
"Delete the matter where name Business Incorporation"
4
ARCHIVE MATTER
Example Prompts:
"Archive the matter where status Active"
"Archive the matter where the status is On Hold and the name 'Joint Ownership Case'"
5
VIEW CLIENT DETAILS
Example Prompts:
"Retrieve details of a client where the status other than 'On Hold', the matters are below 3.95, the name, and the email '[email protected]'"
"View details of clients whose status is in the list ['On Hold', 'Active']"
6
SEARCH CLIENT
Example Prompts:
"Search for clients 'f Horizo'."
"Search for clients 'stasia Romano'."
7
DOCUMENT DELETED
Example Prompts:
"Show details for a document where the status is Signed, the size is 2.3 MB, and the version is v1 that has been deleted."
"Retrieve details for a document where the name like -Poli, the status 'Draft', and the size '1.1 MB'"
8
NEW CALENDAR EVENT ADDED
Example Prompts:
"Add a new calendar event with label QBR Meeting at time below '11:30am' on date above '2025-11-26' with event type Filing."
"Add a new calendar event on a date that is below '2025-09-18' at a time that other than 4:30pm with an event type that and a label that."
9
NEW LOG ADDED
Example Prompts:
"Please add a new time log entry Legal drafting."
"Please add a new time log entry where the matter, the hours are equal to 3.2, and the description."
10
LOG DELETE
Example Prompts:
"Delete the time log 'Agre', hours is up to 2.7, client, and status Billable."
"Delete the time log 're', and status is Billable."
11
CHANGE USER NAME
Example Prompts:
"Change my user name to 'John'"
"Change my user name to 'Jane Smith'"
12
SEARCH MATTER
Example Prompts:
"Search for matters about Estate"
"Find matters that include contract in the title"
13
FILTER MATTER STATUS
Example Prompts:
"Show active matters only"
"Filter matters by active status"
14
SORT MATTER BY CREATED AT
Example Prompts:
"Sort matters by newest first"
"Sort matters by creation date"
15
UPDATE MATTER
Example Prompts:
"Update Joint Venture Agreement to set client as Green Energy Solutions and change status"
"Edit Estate Planning matter to change status to On Hold"
16
DOCUMENT UPLOADED
Example Prompts:
"Upload Environmental-Compliance-Checklist.pdf to the matter"
"Upload document to matter"
17
DOCUMENT RENAMED
Example Prompts:
"Rename Schedule-699.xlsx to Final Contract"
"Rename document to Final Contract"
18
VIEW PENDING EVENTS
Example Prompts:
"Show pending calendar events for December 2025"
"Open the pending events list on the calendar page"
19
LOG EDITED
Example Prompts:
"Edit the time log for Green Energy Solutions matter"
"Update the hours on a time log entry"
20
BILLING SEARCH
Example Prompts:
"Search billing entries for this week"
"Search billing entries for contract"
21
ADD CLIENT
Example Prompts:
"Add a new client Williams Real Estate, active status, last contact yesterday"
"Add a new client named Nova Labs with status Active"
22
DELETE CLIENT
Example Prompts:
"Delete an inactive client with few matters"
"Delete client John Doe"
23
FILTER CLIENTS
Example Prompts:
"Show clients with at least 1-2 matters"
"Filter clients by active status"
24
HELP VIEWED
Example Prompts:
"Open the help/FAQ page."
"Open help documentation"