This month's updates give your firm more control over the work moving through every matter – from the form a lead fills in on your website, to the new clause Archie drafts directly in your Word document right where you ask. Keep reading to see what else is new in August.
Let Archie draft straight into the document, without leaving Word
Tier: Boost, Grow, Prosper+ with the Archie add-on
Region: US, AU and UK
Ask Archie to draft a new clause, section or paragraph straight into the document you have open, powered by the full context of your matter with the Archie Word add-in. Archie now reviews your document and places new content right where you asked, matching the structure and formatting already there. Every insertion arrives as a tracked change that you can control.
New to Archie in Word? Installing the add-in takes a few minutes, and Archie is in your Word sidebar every time you open a document.
Reuse your best Archie prompts on leads, not just matters
Tier: Boost, Grow, Prosper+ with the Archie add-on
Region: US, AU and UK
The saved prompts Archie runs for you – like generating a detailed summary of where things stand, with upcoming dates, open tasks and recent emails – now work on leads as well as matters, so prospective clients get the same care your clients already get. Start with the prompts already in Archie's Prompt Library or write your own, then choose which matter types and lead types each one appears on.
Intake forms that blend into your website
Tier: Included on Prosper+, or as part of the Intake add-on for Boost and Grow
Region: US, AU and UK
The intake form you embed on your website can now match the page around it, instead of a fixed gray background. Set the background to your brand color, white, or transparent in your branding settings, so the form sits cleanly on whichever page you put it on.
Put Claude Sonnet 5 to work on your matters
Tier: Boost, Grow, Prosper+ with the Archie add-on
Region: US, AU and UK
Claude Sonnet 5 is now in Archie's model line-up, alongside OpenAI GPT-5.5, Claude Opus 4.8 and more. Pick yours in Archie's settings: a fast model for a quick client email, an extended-reasoning model for complex work such as multi-document review.
FamilyProperty: Keep one naming convention across every document that leaves the firm
Tier: Grow, Prosper+ with the FamilyProperty add-on
Region: AU
Name an attachment once and that name stays with the document. The Short summary title becomes the file name for single and zip downloads, exports to the Smokeball matter and the other side's downloads from the Disclosure Portal. That name carries through to the reports and forms you generate, alongside the original file name.
