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Doc Reader

How to access the AI Doc Reader?

Log in using the email and password you used to sign up. On the Law Practice AI modules page, click on 'Go to Portal' under AI Doc Reader.

Doc Reader

How can I view a document summary?

On the AI Doc Reader dashboard, select the document you want to view. You can also find the document by entering the client's name in the search bar above. Then, click on 'View Summary'.

Doc Reader

How to generate a document summary?

In the AI Doc Reader dashboard, click on 'Generate New Summary'. Enter your client's name and upload your documents. For now, you can upload up to three documents for summarization.

Demands

Can I download a copy of my demands list?

Yes, you can! You can download a copy of your demands by clicking on 'Export to Excel' on the Demands AI dashboard to download your purchase history in Excel format (.xslx).

Doc Reader

Can I export my document summary?

Yes, you can! On the AI Doc Reader dashboard, select the document summary you want to export. You can also find the document by entering the client's name in the search bar above.

Demands

How to customize my demand template?

On the Demands AI dashboard, click on 'Template Editor'. There you can customize your demand template. You can customize your document's font, and header, as well as organize the sections of the demand.

Demands

Can I export my generated demand?

Yes, you can! On the Demands AI dashboard, select the demand you want to export. You can also find the demand using the search bar above.

Demands

How can I view my demand?

On the Demands AI dashboard, select the demand you want to view. You can also find the demand by using the search bar above. There, you can view the details of your demand, including its status and timeline!

Main Portal

How can I add new organization members?

On the Organization page, at the top right-hand part of the page click on the Add Member button. Enter the email address of the member you would like and the access level they will be assigned and then click add.

Main Portal

How do I add my payment method?

On the Law Practice AI dashboard, you can add your payment method by clicking on 'Billing' on the sidebar to visit the Billing page.

Main Portal

Can I download a copy of my invoice?

Yes, you can! you can download a copy of your invoice by clicking on 'Billing' on the sidebar to visit the Billing page. Select the purchase item and click on View PDF and select Download Invoice.

Main Portal

How can I manage my account information?

On the Law Practice AI dashboard, click 'Account' on the sidebar to visit the Account page. Under the Personal Information section, you can change the details of your name and contact information.

Main Portal

How many organizations can I join?

You can only join one organization at a time. To join a new organization, click 'Account' on the sidebar to visit the Account page and click Leave Organization.

Main Portal

How do I manage my organization?

On the Law Practice AI dashboard, you can view your organization by clicking on 'Organization' on the sidebar to visit the Organization page.

Main Portal

How can I change my profile picture?

On the Law Practice AI dashboard, click 'Account' on the sidebar to visit the Account page. Under the Profile Picture section, click on 'Upload Photo'.

Main Portal

Can I download a copy of my purchase history?

Yes, you can! you can download a copy of your purchase history by clicking on 'Billing' on the sidebar to visit the Billing page.

Main Portal

How to remove my payment method?

On the Law Practice AI dashboard, you remove your payment method by clicking on 'Billing' on the sidebar to visit the Billing page.

Demands

How to access Demands AI?

Log in using the email and password you used to sign up. On the Law Practice AI modules page, click on 'Go to Portal' under Demands AI.

Main Portal

How can I view my billing information?

On the Law Practice AI dashboard, you can view your billing information by clicking on 'Billing' on the sidebar to visit the Billing page.

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Support Videos
Demands Tutorials
From basic setup to advanced features like approval workflows and document handling, these videos help streamline your demand management process.

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