Use Cases
1
ADD NEW MATTER
Example Prompts:
"Create a matter with the name that CONTAINS 'Dummy Case', with client that CONTAINS 'Delta Partners', and with status EQUALS 'Active'."
"Add a new matter with a name that CONTAINS 'Insurance Claim', a client that CONTAINS 'Jane Smith', and a status that EQUALS 'On hold'."
2
VIEW MATTER DETAILS
Example Prompts:
"View matter details if its updated date is not 'Today'"
"Show details for the matter that does NOT have the name equal to 'Tax Compliance'"
3
DELETE MATTER
Example Prompts:
"Delete the matter where name equals 'IP Litigation' and status not_in_list ['On Hold', 'Archived']"
"Delete the matter where name equals 'Business Incorporation'"
4
ARCHIVE MATTER
Example Prompts:
"Archive the matter where status equals 'Active'"
"Archive the matter where the status is equal to 'On Hold' and the name does not contain 'Joint Ownership Case'"
5
VIEW CLIENT DETAILS
Example Prompts:
"Retrieve details of a client where the status is NOT 'On Hold', the matters are LESS THAN 3.95, the name does NOT CONTAIN 'Al-Madina Textiles', and the email is EQUAL to '[email protected]'"
"View details of clients whose status is in the list ['On Hold', 'Active']"
6
SEARCH CLIENT
Example Prompts:
"Search for clients whose query contains 'f Horizo'."
"Search for clients whose query contains 'stasia Romano'."
7
DOCUMENT DELETED
Example Prompts:
"Show details for a document where the status is equal to 'Signed', the size is equal to '2.3 MB', and the version is equal to 'v1' that has been deleted."
"Retrieve details for a document where the name CONTAINS '-Poli', the status is EQUAL to 'Draft', and the size is EQUAL to '1.1 MB'"
8
NEW CALENDAR EVENT ADDED
Example Prompts:
"Add a new calendar event with label equal to 'QBR Meeting' at time less than '11:30am' on date greater than '2025-11-26' with event type equal to 'Filing'."
"Add a new calendar event on a date that is LESS THAN '2025-09-18' at a time that is NOT equal to '4:30pm' with an event type that does NOT contain 'Matter/Event' and a label that does NOT contain 'Upsell Opportunity'."
9
NEW LOG ADDED
Example Prompts:
"Please add a new time log entry where the matter is equal to 'IP Agreement', the hours are less than or equal to 1.1, and the description is not equal to 'Legal drafting'."
"Please add a new time log entry where the matter does NOT CONTAIN 'Property Lease', the hours are equal to 3.2, and the description does NOT CONTAIN 'Legal feedback'."
10
LOG DELETE
Example Prompts:
"Delete the time log where matter contains 'Agre', hours is less than or equal to 2.7, client does NOT CONTAIN 'CloudNest', and status equals 'Billable'."
"Delete the time log where matter is NOT equal to 'Copyright Dispute', hours is NOT equal to 0.8, client contains 're', and status is equal to 'Billable'."
11
CHANGE USER NAME
Example Prompts:
"Change my user name to 'John'"
"Change my user name to 'Jane Smith'"