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What can I do with Dioptra’s AI Agent?

Dioptra’s AI Chat Agent is a powerful conversational agentic assistant that can support many aspects of your legal work. Here are some examples of things it can do: Make it your AI habit. Anytime there is something you need to write, analyze, review, etc. start with the Chat. Check out our Solutions Database for even more ideas.

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How To Access the Chat

Chat is available in our Word Add-in and in our Web App.
  • When you open the Word Add-In, you will start in the Chat. Dioptra Chat in the Word Add-in (light theme)
  • When you open the Web App, navigate to the Chat tab to open the Chat. Dioptra Chat Agent in the Web App

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Word Add-In Chat Controls

  • Type “Welcome” to get a walkthrough of some of the Chat capabilities
  • Click + to attach files to the Chat or to the saved files folder
  • Click to copy Chat outputs
  • Click to download Chat outputs as a .docx file
  • Click next to your prompt to save it in your library of prompts
  • Click the double person to add the Chat output to a collaboration room
  • Click the hamburger to access, edit, and create saved prompts and memories
  • Click next to a saved prompt, memory, or file to share it with your team
  • Click to delete a saved prompt, memory, or file (note if it is a shared item, it will delete for everyone on the team)
  • Click to see your Chat conversation history
  • Click to start a new Chat conversation
  • Click to access additional options:
    • Click (View Saved Items) to access the library for clauses, prompts, memories, and skills
    • Click (Change Model) to modify the Chat experience:
      • Model: change the LLM powering the Chat
      • Agent name: change the name associated with tracked changes inserted from the Chat
      • System prompt: modify the persistent backend prompt forming a part of the context that is always provided to the Chat, for example, if you wanted the Chat to always speak to you in Spanish, you could add an instruction in the system prompt such as “Always respond in Spanish”

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Prompting Tips

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Best Practices

  • Give context - what party you are, what matters most to you, your general stance or bargaining power, etc.
  • Give specific instructions - the format you want for the outputs, the specific data points you want included, etc.

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Vocabulary

  • Use “markdown” to get the generated text in the Chat that can be copied without redlines.
  • Use “redline” to get proposed redlines in the Chat to apply in your document
  • Use “citation” to get clickable fields to quickly navigate to the applicable section of your document
  • Use “Create guidelines” to build playbooks in the Chat
  • Use “Clean Up” to have the agent check your agreement for definition errors, cross-reference errors, missing information, and other errors in your agreement.
  • Use “Table” to have Chat generate a table and describe what you want for each column and row. You can even tell it to highlight certain information or cells in one or more colors. For the table, if you want it to extract specific language from the agreement and show redlines, state “include the specific language from the document and show all <ins> and <del>.”

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Saving prompts and files

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Example Interactions

Find many more use cases in our Solutions Database.

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Redlining from prior redline

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Asking ad-hoc questions

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Comparing to existing terms and agreements

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Other Features

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Clause Library

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Collaboration

Leverage the collaboration feature to share questions, comments, and chat exchanges with team members.
  • Notify a team member that you want to collaborate by using @[name]
  • Add Chat outputs to a Collaboration Room by clicking the double person icon under the Chat’s output to save the output in a Collaboration Room.
  • Create multiple Collaboration Rooms to separate threads or collaborate with different stakeholders