Doc Chat
Last updated
Last updated
DocChat allows you to interactively "interrogate" your document (and even other PDF/DOCX files) with the help of Artificial Intelligence (AI). Ask a question, and get both an concise answer and an overview of all the relevant parts of the document that deal with your question.
The Doc Chat module works similar to other Generative AI chatbots, such as ChatGPT and Microsoft CoPilot. Essentially you ask it a question, it will provide you with a response, and you can then ask follow-up questions and hold a conversation with the chat bot.
The largest difference is that ClauseBuddy's chatbot is "layout-aware". If its answer consists of texts that you will likely want to insert into your opened MS Word document, then those answers are shown in green, and can usually be inserted without any layout configuration necessary.
ClauseBuddy's chatbot is aware of your current text selection. When you ask it to rewrite the selection, it will take only the paragraphs you selected.
General answers (i.e., those that you will not typically copy/paste into some document or email) will be shown with a light-purple background and can be copy-pasted through the small copy-button:
Answers that you will likely want to insert into your opened document (or email in Outlook) are shown with a light green background. They contain ClauseBuddy's special layout-aware insertion button:
The chatbot will frequently link back to relevant sections of the document. Just click on a paragraph to go to the corresponding paragraph in your document.
The chatbot has a legal filter built-in and will only respond to queries that relate to legal subject matters (in a wide sense). It will refuse to answer queries about completely unrelated subject matters, such as sports or pop songs. While there are always edge cases where the filter will be too strict or too relaxed, the filter is generally a good thing, as employers and law firms can assume that their subscriptions will not be abused for unrelated queries.
You can upload one or more PDF-files and other Word-documents, through the bottom-right corner. Just drag the document you want to "interrogate" on the upload area (or select it through your operating system's standard file section dialog box). By clicking on the Current document and an uploaded file, you can select which documents must be sent towards the AI-engine in order to be interrogated. Files that are not checked, will not be "seen" by the AI-engine.
When you don't get the light-green background, be more explicit about the fact that you want the chatbot to write (or rewrite) something for you.
The chatbot will primarily focus on your current text selection. You may want to explicitly tell the chatbot that it should consider the other parts of the document if it doesn't get your subtle hints in this regard.
In many cases you can actually ask a question in another language than the document's language.
While you can upload one or more PDF-files and other Word-documents, they are not as nice to interact with as your currently opened document. For example, you cannot click on it and scroll to the relevant section, as you can do within the currently opened document. The typical scenario in which you want to upload multiple files at once, is when documents together constitute a transaction.
The primary use-case of the chatbot is to quickly get a feeling about one or more documents. Similar to how you would use other types of AI, please do not rely on the answers provided by the software without doublechecking yourself.
Try to be as explicit as possible in your wording. Longer and more detailed questions usually lead to better results, because the AI-filter will then perceive more semantic proximity between your question and relevant paragraphs.
Do not treat Generative AI engines as experienced lawyers with deep knowledge of specific legal subjects. Instead, think about them as very bright law students that have only one year of experience with legal subjects.
In some situations it may nevertheless be helpful to configure , e.g. to accommodate your house style.
Tip: When it's important for you to be able to interactively navigate through your stack of documents when chatting about them, you may want to consider combining the documents into one DOCX-file through the module (this only takes a few mouse clicks) and then open the Doc Chat module within the combined DOCX-file.
Be aware that your entire document, split into independent clauses, will be sent to Microsoft's semantic AI engine, for conversion to semantic datapoints. Microsoft : your data will not be reused in any way, neither by Microsoft, nor by OpenAI.
