The Matter AI Add-in will automatically run when you open documents set as prompts.

If you do not see the add-in or you are experiencing issues with AI Prompts, you will need to manually add the feature by completing the steps below:

You can use Matter AI's chat mode on any document or template open in Word, whether from within a LEAP Matter or outside of LEAP. In this mode, you can ask questions, and Matter AI will generate answers that can be easily copied or inserted directly into the currently open document, just like in the Desktop app.

When you open a LEAP Prompt from the Forms and Templates tab, Matter AI will automatically read the document's contents and run it in prompt mode. The results from the prompt can then be used in a separate document or letter using one of the two Copy options covered below.

Browse our list of Prompt templates. Our Prompt Library is constantly expanding and kept up-to-date by the LEAP team of legal experts, making AI-assisted document creation more efficient.

A new Document Type called the 'Blank Prompt Template' is now available to allow you to easily create your own Custom Prompt Templates:

As this is now a 'Custom Template', it will appear blue in your folder location. It will also be saved with the AI icondisplayed to the left of the Custom Template.

1. Ensure Complete Matter Data: Before running Prompts, ensure all matter data, correspondence, and client information are updated in your LEAP matter. Missing data may result in placeholders or incomplete drafts.

2. Understand the Prompt Component Structure: Prompts follow a structured format, typically including a summary, steps, drafting rules, templates, and questions. Familiarizing yourself with this structure ensures you can guide the AI to produce the most relevant output.

3. Customize Prompts for Specific Cases: Prompts can be modified to suit specific firm and case requirements. Tailoring templates, adding case-specific questions, or refining sections ensures the generated documents reflect your legal strategy.

4. Maximise Use of Templates: LEAP’s Prompts are built on best-practice templates that include placeholders for necessary information. These templates streamline drafting but can also be adapted for firm-specific preferences. You can review and update the template to suit specific firm and case requirements.

5. Use Best Practice Questions to Extract Information: Prompts include thoughtfully designed questions to extract key details from the matter. These questions guide the AI in gathering the most relevant information needed to populate your legal documents efficiently.

6. Efficiently Retrieve Documents from the Matter: LEAP’s Prompts enable seamless retrieval of documents, correspondence, and details stored within the matter. Ensure that all necessary documents are correctly filed in the system so that the AI can access them automatically.

7. Leverage Real-Time Interaction: Use the Matter AI chat functionality to interact with the document and refine it in real-time. You can ask AI to expand on specific sections or clarify points (e.g., asking for more detail on timelines or the inclusion of annexures), enabling more detailed and accurate drafting.

8. Utilise Placeholders as Reminders: When AI inserts placeholders, treat them as reminders for missing information that you need to obtain from your client or from other means. Ensure these are filled in before finalising the document, whether manually or through further interaction with the AI.

9. Experiment for Improved Outputs: Don’t hesitate to run the same Prompt multiple times, as AI-generated drafts may vary with each run. This allows you to compare outputs and select the best one for your needs.

10. Draft First, Review Later: AI-generated drafts are intended as first drafts. Always review and refine the output for legal accuracy, ensuring compliance with legal standards, and adjusting the document as needed.

• What is a Prompt?

A Prompt is a specific instruction or question provided to an AI system to generate legal documents, summaries, or other outputs. It allows the AI to produce matter-specific drafts, such as affidavits, pleadings, and briefs, based on the information within a legal matter.

• How does Prompts work?

Prompts use LEAP's Matter AI for Word add-in. Matter AI retrieves information from your LEAP matter and generates drafts of legal documents based on the structure and guidelines provided in the prompt.

• What types of documents can Prompts generate?

Prompts can draft a variety of legal documents, including affidavits, pleadings, briefs to counsel, letters, statements of claim, and more. The AI uses pre-defined templates, which can be modified as needed.

• How does Matter AI retrieve information from the LEAP file?

Matter AI retrieves data directly from the LEAP matter, including correspondence, card tables, and key dates. However, it does not yet read audio, visual, or video files. The quality of the output depends on the completeness and accuracy of the information stored in the LEAP matter.

• How do I access Prompts?

Prompts are available through the Forms & Templates tab under the Prompt Library in the practice management folder. There is also a folder shortcut to Prompts based on specific jurisdictions and areas of law.

• How does Prompts improve document drafting?

Prompts streamline document drafting by automating the insertion of client and matter data into templates. This reduces manual effort and provides high-quality, accurate first drafts, enhancing productivity and allowing lawyers to focus on higher-level legal tasks.

• How do Prompts ensure document accuracy?

Prompts ask best-practice questions to gather necessary information from the matter. These questions can be edited for specific firm or matter needs. Lawyers are responsible for reviewing and refining the generated draft to ensure accuracy, compliance with legal standards, and matter-specific details.

• Are Prompts being drafted manually or using AI?

Prompts are expertly crafted by lawyers specifically for the legal industry by LEAP's Content Development team. The  Prompts are often further refined using AI to ensure accuracy, efficiency, and relevance in legal practice.

• What are the key components of a Prompt?

A Prompt typically includes five key components: 1. Summary Information (title, summary, and role), 2. Steps (process for retrieving data), 3. Template (predefined structure for legal format), 4. Questions (guide the AI to retrieve information to populate the template), and Rules (legal standards and drafting guidelines to ensure compliance).

• How does Prompts ensure compliance with legal standards?

Prompts are designed with built-in drafting rules that follow legal standards. These ensure that generated documents comply with formatting, language, and content requirements. Lawyers must review the final draft to ensure it meets case-specific legal needs.

• How does Prompts avoid hallucinations when drafting legal documents?

Prompts are designed by lawyers specifically for the legal industry and retrieve information stored in your LEAP matter, such as documents and correspondence. This helps prevent hallucinations (i.e., generating inaccurate information). Lawyers must review and refine the draft.

• Can I customize LEAP Prompts for specific cases?

Yes, LEAP Prompts are flexible and can be customized to meet specific firm or case requirements. Customizations can occur at either both the document level by modifying questions and adapting the drafting process to fit jurisdictional or client-specific needs, or at a firm level by editing or duplicating LEAP Prompts ready for customization, such as adjusting the template. You can also create your own Custom Prompts.

• How do I interact with Prompts in real-time to change or expand the results?

You can interact or chat with Prompts in real-time using LEAP’s Matter AI for Word. This allows you to ask follow-up questions, expand sections, or clarify points directly within the document, ensuring the content meets your needs. For example, if more detail is needed in a parenting affidavit regarding the child’s views or the parties’ capacities, the AI can add more information.

• Can Matter AI retrieve documents automatically?

Yes, Matter AI can retrieve documents and data stored within your LEAP matter. The AI can reference and list annexures, ensuring they are correctly organized and referenced based on the matter’s details.

• What if Matter AI cannot find specific details within the matter?

If Matter AI cannot find certain details, it will insert placeholders in the document. You can manually add or update the missing information or ensure all matter data is correctly entered before running the Prompt.

• What should I do if placeholders appear in the AI-generated document?

Placeholders indicate missing information. Ensure that all relevant matter data is correctly entered in LEAP before running the Prompt. You can manually input missing data or interact with the AI to refine the document.

• Can users limit the documents AI reads to avoid using incorrect data?

Yes, users can customize Prompts to exclude certain documents from being accessed by the AI, ensuring only relevant information is used in drafting.

• Can Prompts handle complex legal cases?

Yes, Prompts can be customized to handle complex cases. By modifying prompts, adjusting templates, and interacting with the AI in real-time, users can ensure all relevant aspects of a complex case are covered.

• How do I improve the results from an Prompt?

To improve the quality of AI-generated drafts, you can provide feedback, customize templates or questions, and run the prompt multiple times to compare outputs. Interacting with the AI in real-time helps fine-tune the document for better accuracy.

• Can I add custom fields or tables to the Prompt?

Yes, you can add custom fields or tables to the Prompt. For instance, a table could be inserted into an affidavit to list injuries or financial data.

• Can I import my own Prompts?

Currently, users cannot import custom Prompts into LEAP. However, users can modify existing prompts or create customized versions by duplicating and renaming them.

• Can Prompts be integrated with Standard Templates?

At this stage, Prompts and Standard Templates are separate. Prompts complement Templates but do not replace them. Future versions may offer integration.

• Should I use Prompts or Standard Templates?

Prompts are best for customized, narrative-heavy, case-specific drafted content like affidavits and briefs. Standard templates are ideal for process-driven, repetitive documents requiring minimal drafted content customization. Using both together can offer flexibility and improved results. 

• Can I use Prompts for different jurisdictions or areas of law?

Prompts are available for multiple areas of law and jurisdictions. While pre-built prompts are designed for specific regions, users can modify AI Prompts to fit other jurisdictions by adjusting templates, questions, and rules.

• What should I do if Prompts take a long time to load?

If Prompts are slow to load, try reloading the prompt, especially for more complex or lengthy documents. Ensuring all necessary information is entered into the matter can help minimize delays.

• Can Prompts be saved and reused in recurring matters?

Yes, Prompts can be saved in recurring matter templates for use in recurring matters, allowing users to efficiently manage similar cases.

• Is there an additional fee for the use of the Prompts?

No, Prompts and Matter AI are part of the LEAP subscription. Users have access to these prompts globally, tailored to specific jurisdictions and areas of law.

• How do I provide feedback on a Prompt?

LEAP allows users to provide feedback on Prompts through the 'Provide Feedback' button within the LEAP ribbon or by emailing feedback. This helps refine and improve future AI-generated drafts.