Getting started with Archie

Archie is your triConvey AI Matter Assistant. It provides answers to any questions you have about your matter.

Table of Contents

• Getting Started
• Who can use Archie
• Accessing and using Archie
• Conduct matter research
• Review documents
• Draft correspondence
• triConvey AI disclaimer

Getting Started

Archie excels at understanding the content of your matter, such as the matter details, documents, letters and emails. When you ask Archie a question, you will always get a response that is relevant and contextual. 

The main areas that Archie excels at are: 

• Matter research; 
• Document reviews; and
• Document drafting.

Who can use Archie

By default, all users in your firm can access and use Archie. However, if you would like to disable Archie access for individual users and you have Firm Owner permissions, you can do so by accessing Staff and User Permissions in triConvey Settings.

Accessing and using Archie

1.    Open a matter in the triConvey Desktop App. 

2.    Select the Archie tab.

Tip:  If this is the first time anyone in your firm has opened the Archie tab, allow some time for Archie to train on your documents for best results.  The more documents there are in the matter, the longer it may take.

3.    Ask Archie a question by typing in the field at the bottom of the window. 

Need some inspiration?  Use the Ask, Browse, Compose and Draft buttons to get started.

Ask	a question about a document by selecting the Paperclip icon.
Draft	correspondence or a legal document by selecting the Quill icon. Learn more about drafting correspondence with Archie.

4.    Archie will then generate a response based on your question.

5.    Some responses will cite a matter document as a source. Click on the document name to access a summary or preview of the document.

6.    Under the suggested document, you can ask further questions about the specific document by selecting Start a New Chat. Learn more about reviewing documents with Archie.

7.    Scroll to the bottom of the response to: 

• Give us feedback about the response with a thumbs-up or thumbs-down. This will help refine the quality of Archie's responses in real-time.
  
  
• Copy the response to your clipboard so you can paste it elsewhere on your computer.
  
  
• Save the response as a memo to your matter.
  
  
• Open the response in Microsoft Word (handy for drafting documents).
  
  
• Open the response in Microsoft Outlook (handy for drafting emails).
  
  
• Send the response as a Client Portal message.
  
  
• Regenerate a different response.

The left panel will display a history of all questions you have asked Archie. Select Ask Archie a new question to start a fresh conversation. 

This list of questions only displays the questions you have asked and will not show the questions other staff members have asked.

Conduct matter research

Archie can improve your productivity by answering questions about your matter. Learn more about using Archie for research.

Review documents

Archie can assist with document review by summarising, comparing, reviewing, or suggesting in matter documents. Learn more about using Archie to review documents.

Draft correspondence

Use Archie as your writing assistant to draft letters and emails to your clients. Learn more about using Archie for drafting correspondence.

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. 

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.