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

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?"




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 

  1. Extract information from deleted documents. 
  2. Compare documents in separate triConvey matters. 
  3. 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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