Smart Tab
(CoPilot)
Location: Document Viewer >> SMART
General
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 following related articles:
Third Party Applications - This page describes how to link a ChatGPT account so CoPilot an be used.
Smart Tab Insights - This article addresses how to create an OpenAI account, generate an API key, and security.
AI Costs - This article provides estimated costs and processing times.
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
Currently, the AI Assistant can be used on one document at a time. Enhancements to the feature are currently in development that will provide users the ability to run prompts across multiple documents at a time.
Currently, to save the AI Assistant's responses, users will need to copy and paste the response text into a Case Note in Lexbe, or another document maintained on their desktop.
Depending on the ChatGPT model being used, there will be certain limitations as to the total of tokens used for both the prompt AND response(s). If the prompt is run across a large document, Lexbe breaks the document into pieces on the backend. In this instance, the user will be presented with a "Continue" button. Clicking "Continue" will run the prompt across the next piece of the document, continuing until the end of the document, or until the max number of tokens is reached (when this occurs the user will receive an error message). A description of each model, along with its specific token limitations are linked below. Token limitations are specifically referenced under the Context Window heading:
Lexbe automatically saves a user's 30 most recent custom prompts. These prompts will remain available even after logging out and logging back in.
Prompts will automatically run when moving to the next document unless the Prompt Field is blank. This can be achieved by deleting the prompt title displayed in the Prompt Field.
Anatomy of CoPilot in the Smart Tab
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.
Summarize
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.
Translate
This prompt translates the document's text into English. Expand to see an example.
Acronyms
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.
Keywords
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:
Determining a document's responsiveness
Identifying confidential information
Identifying and explaining acronyms
Building search terms using a document's keywords
Summarizing deposition transcripts
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:
Share: Sharing a custom prompt saves the prompt until deleted, and it allows all users with access to the case to use it.
Pin: Pinning 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:
Yes/No
Confidence Level:
Reasoning:
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
