CoPilot
Location: Document Viewer >> CoPilot
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 below related articles and and documents.
CoPilot Documentation
Third Party Applications - This page describes how to link an OpenAI/ChatGPT account so CoPilot an be used.
OpenAI API Key Setup - This is a downloadable guide to obtaining and setting up an OpenAI API key.
CoPilot 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.
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
This help page addresses the use of CoPilot in the Document Viewer. Other implementations of CoPilot exist on the Browse page, and as a document review service offering through Professional Services.
To save CoPilot's responses when using it in the Document Viewer, users will need to copy and paste the response text into a Case Note in Lexbe, a custom text field, or another document maintained on their desktop.
Depending on the ChatGPT model being used, there will be certain limitations as to the total number 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:
Having extensively tested each OpenAI model, we recommend using one of the ChatGPT-4 models.
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.
Accessing CoPilot in the Document Viewer (Single Doc Use Only)
When in the Document Viewer, CoPilot can be accessed from the bottom center. Click "Ask CoPilot" to display the prompt field.
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 Enter/Return key after entering the prompt.
Settings/Edit: Click to Share/Pin/Delete prompts, or update prompt titles.
Setting Up and Running the Summary Prompt
The Summary Prompt allows a CoPilot user to set up a custom prompt and have it automatically run across each document as you review/code the document in the Document Viewer. To set up the prompt, follow the instructions below.
1. In the "Ask CoPilot" text box, enter the desired prompt that you would like to automatically run on the documents. See Fig. 1 to the right.
2. Hit Enter or click the arrow to submit the prompt.
3. Click the gears icon in the upper right corner of the prompt window, to access the "Prompt Details."
4. The prompt you created will appear in the Details section. See Fig 2 to the right.
5. Check the Summary Prompt box and click Save to save the prompt.
6. Edit the Prompt List on the left and Share the newly created Summary Prompt. See Fig 3 to the right.
To share the prompt, click the small edit icon in the upper right corner of the list of prompts.
Scroll down to the Recent section to locate the summary prompt to share.
Click the kebab (vertical dots) next to the prompt, and select Share.
Click the Edit icon again to save the shared prompt and then close the prompt window.
7. Once the summary prompt has been shared, click the Summary tab, and the prompt will automatically run on the document and will continue to run on each successive document as you continue review.
8. If there are multiple summary prompts, the message "Multiple summary prompts are available. Please choose one to proceed," click the Select Prompt button and choose the summary prompt to run. See Fig 4 to the right.
Fig 1: Entering the Summary Prompt
Fig 2: Saving the Summary Prompt
Fig 3: Sharing the Summary Prompt
Fig 4: Selecting a Different Summary Prompt
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
Running a Custom Prompt
Custom prompts can be pasted or typed directly into the Prompt Field, and are automatically saved and titled. Users may edit a custom prompt's title by clicking on the Settings/Edit gear icon, updating the title, and clicking Save. Edits cannot be made to the text of a custom prompt once run.
Editing a Custom Prompt's Title
Managing a Custom Prompt
Lexbe saves a user's most recent 30 custom prompts. These prompts can be found on the left side of the dialog box after clicking the Settings/Edit gear icon.
The recent prompts can be Shared, Pinned, or Deleted by clicking on the small edit icon vertical ellipses next to "Search All Available" window. 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.
Accessing the Option to Share, Pin or Delete 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
Accessing CoPilot from the Browse Page (Multi-Doc Use)
CoPilot can be accessed from the Browse page to use on multiple documents by selecting up to 25 documents, and then clicking the small star icon in the upper right corner. See the image to the right.
Note: The star icon will be grayed out until documents are selected.
Once the Prompt screen is displayed, proceed to use CoPilot in the same manner as described above.
IMPORTANT: The Multi-Doc Prompt will run on only about 25 documents at a time. Even if you select all documents in the case and run the prompt, the results will still be based on the first 25 or so documents only. To run the prompt on the next 25 documents, you will need to click "Continue" in the CoPilot results.
