Hello @WichitaLawyer ,
This is something that we are looking to add in the future. Keep an eye out on our New Releases section in our Support Hub for the latest updates.
New Releases - US
New Releases - UK
New Releases - AU
Perfect! I knew Smokeball would be on it!!
@WichitaLawyer - here is an idea for a workaround: Add the sentencing guidelines to your document templates. Add a workflow for the relevant matter type with a task to add the template to the matter when the matter is created. In the task link the sentencing guideline to the task for easy access.
@Sara Sultan - as an expedient solution, what about adding a “Default Documents” tab to Settings: Matter Configuration. Allow selection of PDFs or DOCX from document library where the documents do not have automation. Automatically add the documents to newly created matters of for that matter type.
Hello Jonathan!
That is one of the possible solutions our Product team is looking into. Thanks as always for you suggestions and feedback.
I am a family law attorney. There are several statutes and caselaw summaries that I would like to be considered in nearly every prompt. I’m sure that would be true for most users and other practice areas. The problem is the database(s) I would want considered are too large to be added to every prompt.
not sure if embedding this information is possible, practical, or would solve this problem.