Location:  Document Viewer >> CoPilot


This is Copilot, Lexbe's AI Assistant. Users can utilize both built-in and custom prompts to enhance workflows, improve review efficiency, and analyze documents. Lexbe's AI Assistant currently uses OpenAI's ChatGPT. As such, users must have an OpenAI account that generates an API key to utilize this feature. 

Details on how to setup the CoPilot, create an OpenAI account, along with information on security and other aspects of this feature can be found in the below related articles and and documents.

CoPilot Documentation

Misc. Downloads

Commonly Used Terms

OpenAI - An AI research and deployment company responsible for the creation of ChatGPT models.

Prompt - An artificial intelligence (AI) prompt is a mode of interaction between a human and a large language model that lets the model generate the intended output. This interaction can be in the form of a question, text, code snippets or examples. 

Tokens - Pieces of words used for natural language processing. For English text, 1 token is approximately 4 characters or 0.75 words. As a point of reference, the collected works of Shakespeare are about 900,000 words or 1.2M tokens. For additional information and tools for counting tokens, use the following links:

Important Insights

Anatomy of CoPilot in the Document Viewer

Prompt Field: Select one of the built-in prompts, or enter a custom prompt to run using the text from the current document.

Execute Button: Click to execute a new custom prompt, or hit the tab key followed by the Enter/Return key.

Settings/Edit: Click to Share/Pin/Delete prompts, or update prompt titles.

Built-In Prompts

Lexbe has the below built-in prompts. To select a prompt, click on the Prompt Field and a list of all available prompts will appear. Begin typing in the name of a prompt to filter the list, or simply scroll through to identify the desired prompt. To run the prompt, simply click on it.


This prompt summarizes the current document in English. Expand to see an example.

Identify Personal Information (PII)

This prompt generates a list of PII in the current document. Expand to see an example.


This prompt translates the document's text into English. Expand to see an example.


This prompt identifies acronyms and states what they mean. Expand to see an example.

Key Dates, Key Entities, and Summary 

This prompt generates a bulleted list of key dates, key entities, and a summary of the current document. Expand to see an example.


This prompt will generate a list of what the AI engine believes to be keywords in the current document. Expand to see an example.

Custom Prompts

Lexbe supports custom prompt functionality. This allows users to create prompts specific to their current needs. Use cases include, but are not limited to:

Examples of some custom prompts can be found further below. 

Running a Custom Prompt

Custom prompts can be pasted or typed into the Prompt Field, and are automatically saved and titled. Users may edit a custom prompt's title by clicking on the gear icon, updating the title, and clicking Save. Edits cannot be made to the text of a custom prompt once run. 

Managing a Custom Prompt

Lexbe saves a user's most recent 30 custom prompts. These prompts can be found under the Recent section when clicking on the Settings/Edit gear. Prompts in the Recent section can be Shared, Pinned, or Deleted by clicking on the vertical ellipses next to the prompt title. Any changes made when sharing, pinning, or deleting a custom prompt are automatically saved. As such, users can click the mouse anywhere outside the Custom AI Prompt window to close it.

Additional details on sharing, pinning, or deleting a prompt are as follows:

ShareSharing a custom prompt saves the prompt until deleted, and it allows all users with access to the case to use it. 

PinPinning a custom prompt saves the prompt until deleted, but only allows the user who created it to use it.

Delete:  Deleting a custom prompt will permanently delete the prompt. Users can also delete a custom prompt directly from the Prompt Field. Click on the Prompt Field, filter down or scroll to the desired prompt, and click the trashcan icon.

Managing Custom Prompts

Examples of Custom Prompts

Determining Responsiveness

We are looking at emails from Jeb Bush's time as governor of Florida. Is this document relevant to the following topic: All documents concerning the space industry, the space program, space travel (whether manned or unmanned, public or private), or the study or exploration of space in Florida. Answer (yes/no), follow by confidence level of your assessment on a scale of 1 to 10, with 1 being the least confident, and 10 being the most confident, and then state your reasoning in 35-50 words.

Desired format:


Confidence Level:


AI's Response

Creating Search Terms

Prompt: Create Boolean search terms using the keywords in this document.

AI's Response

Identifying Key Issues

Prompt: Analyze this document and identify the key issues addressed within it. Consider the main themes, arguments, and concerns presented. Highlight any recurring patterns, conflicting viewpoints, or areas of consensus. Pay particular attention to any unresolved questions, points of contention, or areas requiring further exploration. Your analysis should offer insights into the core issues discussed and provide a comprehensive understanding of the topics covered.

AI's Response