Prompt writing with Archie

In this article, learn how to use Archie to recall and summarise facts and information from Matter Details and documents.

Table of Contents

• Use Archie to ask questions about your matter
• How to write a good question for Archie
  • Persona (Who should Archie act as?) 
  • Task (What do you want Archie to do?) 
  • Context (What information should Archie rely on?) 
  • Format (How should the final output be structured?)
  • Example prompts using the Persona → Task → Context → Format structure
  • Prompt cheatsheets
  • Getting Archie's help
  • Expectations and limitations when asking Archie 
• Advanced tips for creating your prompts
  • Creating a Prompt Input form to collect prerequisite information 
  • Guiding Archie with instructions 
  • Adding placeholders for dynamic details 
• triConvey AI disclaimer

Use Archie to ask questions about your matter

Currently, you can ask Archie about the following data within a matter to generate contextual responses: 

• Core matter data - specifically Matter Details/Info, Client Details and Other Side's details
   
• Additional matter data - specifically Tasks and Events
  
  
• Billing matter data - specifically Invoices and Trust Accounts
  • Invoice and trust information will not be accessible to staff who do not have billing and trust permissions.
    
    
• Files and documents - view compatible file types and sizes.

How to write a good question for Archie

When working with Archie, remember that Archie references all the data and documents stored within a specific triConvey matter, so writing a concise, specific prompt is essential. The more direct you are, the better Archie can assist you. 

We recommend following this structure to ensure your prompt is clear and reliable:

Persona → Task → Context → Format

Persona (Who should Archie act as?) 

Set Archie's role and voice while providing expectations on the level of legal expertise and reasoning. 

Examples 

• “You are a contracts specialist.”
• “You are a paralegal preparing a matter summary.”

Task (What do you want Archie to do?) 

Use a clear verb at the beginning of the sentence to define the exact job that Archie should perform. 

Examples: Draft, Summarise, Analyse, Compare, Review, Rewrite, Extract 

• "Summarise the matter."

Context (What information should Archie rely on?) 

Setting clear context will guide Archie's reasoning and prevents incorrect assumptions. To do this, tell Archie what is relevant and what should be ignored. 

Examples

• “Use the uploaded documents and matter history.”
• “Focus on issues relevant to liability and damages.”
• “Apply NSW Conveyancing Act 1919.”

Format (How should the final output be structured?)

Explain how exactly you would like the final result to look. This reduces the need to go back and manually edit the result.

Examples

• “Use headings: Background, Key Facts, Issues, Risks, Next Steps.”
• “Provide (1) Improved clause (2) Summary of changes (3) Risks.”
• “Greeting → update → next steps → what we need.”

Example prompts using the Persona → Task → Context → Format structure

Prompt cheatsheets

Refer to the below prompts to get you started:

Getting Archie's help

If you're stuck, try asking Archie to recommend you prompts, e.g. "I am a conveyancing lawyer based in Victoria. Tell me some specific and detailed prompts I can use to assist me with this purchase matter". 

You can then use these prompts to ask questions about specific documents in the matter, or to help with drafting correspondence.

Expectations and limitations when asking Archie 

• When you open Archie for the first time ever, triConvey will start training Archie on the last 50 matters worked on. 

• When uploading a large number of documents to your matter, we suggest waiting before asking Archie questions to allow time for training.
  
  
• Refer to Archie file size limits for the maximum file sizes that Archie will ingest.

What Archie cannot do 

1. Provide accurate information regarding case law and legislation - use LawY for this.
   
   
2. Extract information from deleted documents.
   
   
3. Compare documents located in separate triConvey matters.

Advanced tips for creating your prompts

The tips below can come in handy, especially when creating reusable prompts for your Archie Prompt Library. 

Creating a Prompt Input form to collect prerequisite information 

There are many cases where matter information isn't explicitly stored in the matter, which means Archie will make assumptions about the situation when running the prompt. You can prevent this by giving Archie context with a Prompt Input form that collects the finer details before running the prompt. 

Learn more about Prompt Input forms.

Guiding Archie with instructions 

You can use the < and > symbols to tell Archie how to handle specific cases - for example, "<only include if client has an email>". 

Archie can pick up on this and follow the conditional logic when executing your prompt, preventing it from making assumptions and helps it to produce cleaner, more accurate drafts.

Anything placed inside < > tells Archie: 

• when something should appear,
• when something should be removed, or 
• how something should change, depending on the information Archie has at drafting time. 

Think of the symbols as “Only do this if it applies.” 

Learn more about writing instructions for Archie.

Adding placeholders for dynamic details 

Use [and ] to mark where information should be filled in by Archie - for example, [client last name]. It keeps your sample output flexible and reusable across different matters.

Learn more about using placeholders.

triConvey AI disclaimer

Like many AI software programs, Archie is a powerful tool that saves time and effort. However, while an answer may sound correct and read well, it may not be correct. 

Archie is a matter assistant, not a legal assistant. Do not expect Archie to answer questions about legislation or case law in an accurate manner.

It is incredibly important to Trust, but verify. Always read responses from Archie carefully to ensure that they are accurate. 

We recommend verifying Archie's responses by checking the links to supporting documents provided at the bottom of the responses.