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Archie - NON-Matter Materials

  • March 28, 2025
  • 9 replies
  • 142 views
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I have looked but have not been able to find anything to answers my question. Is there a way to have a “knowledge base” of non-matter materials that Archie can access while in a matter. For example, The United States Sentencing Guidelines are 620 pages long in the PDF version. I would rather not add this document to every matter, but I would love to be able to access it while using Archie for case specific questions. This would go for the US Code and state criminal laws. 

 

Is this already a thing and I am simply missing it? 

Thanks

Jim

    9 replies

    Sara Sultan
    Smokeball Team
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    • Sara SultanSmokeball Team
    • Smokeball Team
    • March 31, 2025

    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 

    Sara Sultan (she/her), Senior Client Trainer
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    • WichitaLawyerContributor
    • Author
    • Contributor
    • March 31, 2025

    Perfect! I knew Smokeball would be on it!!

     

     

      J
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      • JKibler
      • Smokeball Genius
      • April 19, 2025

      ​@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.
       

      Sara Sultan
      Smokeball Team
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      • Sara SultanSmokeball Team
      • Smokeball Team
      • April 22, 2025

      Hello Jonathan!

      That is one of the possible solutions our Product team is looking into.  Thanks as always for you suggestions and feedback.

      Sara Sultan (she/her), Senior Client Trainer
        Funkytown
        • Funkytown
        • Frequent Scribe
        • April 22, 2025

        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. 

        Alan S. Funk
        Funkytown
        • Funkytown
        • Frequent Scribe
        • December 15, 2025

        I have been using the knowledge source feature to good effect. I have a knowledge source with basic instructions re how to draft a letter to another attorney, how to write a declaration, how to draft a mediation letter, how to prepare a quit claim deed (I included the statute, the recorder office formatting requirements, and a sample for the quit claim deed) and more. Archie seems to do a good job finding the right knowledge source. Now my letters do not begin with “I hope this letter finds you well” and end with “sincerely” as I want.

        Alan S. Funk
          Sara Sultan
          Smokeball Team
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          • Sara SultanSmokeball Team
          • Smokeball Team
          • December 15, 2025

          Hi Alan,

          We are so pleased that our new Knowledge Sources feature for Archie is working out for you!

          Sara Sultan (she/her), Senior Client Trainer
            Funkytown
            • Funkytown
            • Frequent Scribe
            • December 16, 2025

            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. 

            Seven months ago, I made a wish. 

            Poof! Knowledge Sources.

            So I now have two more wishes?

            Alan S. Funk
              Sara Sultan
              Smokeball Team
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              • Sara SultanSmokeball Team
              • Smokeball Team
              • December 16, 2025

              ​@adeleh and ​@HunterSteele any genie’s in your family tree 🧞😂?

              Sara Sultan (she/her), Senior Client Trainer
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