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
- Getting Archie's help
- Expectations and limitations when asking Archie
- 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
- Files and documents - emails, Word docs, PDFs, etc.
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.
Avoid asking one-word questions such as "Summarise". Instead, try "Summarise this matter". This way, Archie knows exactly what you need and can provide you with accurate, relevant information. Other prompts you could try are:
For any matter type
"What are my client's details on this matter?"
For Conveyancing matter types
"Is there a strata report on the matter that mentions whether an animal can be kept in an apartment?"
[For NSW] "Are there any outstanding council rates on the land?"
Refer to the below prompts to get you started:
| Review | "Review this Contract for Sale, ensuring that all conditions are met and that key terms like settlement dates, special conditions and deposit moneys are clearly outlined." "Examine a Vendor’s Statement to verify that all relevant certificates, such as land tax and council rates, have been attached and that the property has no undisclosed encumbrances or covenants." "Examine the special conditions of a contract for the sale of off-the-plan property, ensuring that the timelines for construction completion and handover are clearly defined and protect the buyer." |
| Create | "Draft a basic contract of sale for a residential property." "Generate a template for a deed of postponement for a mortgage." "Prepare a Vendor’s Statement (Form 1) for the sale of a property in [State], including details about zoning, rates, encumbrances, and any other disclosures required under [State] law." |
| Communicate | "Draft a welcoming message for a new conveyancing client, introducing our services and explaining the key steps in the property sale or purchase process." "Draft a message summarising the Contract of Sale for the client, focusing on important details such as purchase price, settlement date, and any special conditions." "Write an email to the client explaining the significance of the Section 32 Statement and any important points they should be aware of before signing the contract." |
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.
Archie will do its best to search for text in your files but a scanned PDF or image may not always be fully accurate.
For best results when asking Archie about an individual document, it should ideally be no longer than 50 pages.
When uploading a large number of documents to your matter, we suggest waiting before asking Archie questions to allow time for training.
What Archie cannot do
- Extract information from deleted documents.
- Compare documents in separate triConvey matters.
- Analyse documents over 100MB in size, videos or audio files.
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.
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