How to Use Archie’s Estate Planning Prompt Library (Full Transcript)
[00:00:01] Speaker 1: Hi there, this video is a brief overview of the estate planning section of our Archie prompt library, and then also how and where to access these prompts. So from any estate planning matter in your Smokeball, you can navigate to Archie on this tab at the top right. And when you click on that, the default screen will be the Archie chat window. Now there are two places from here where you can access the prompt library. The first is this books icon that you can click and from here you can run a prompt as is or edit it in a more advanced view. And you can also access the prompt library over here on the left hand menu. And here you can see all of the prompts at a glance, as well as these very specific estate planning prompts that have been drafted for your out of box use. But you'll also notice that there are other prompts here that are accessible across multiple matter areas, such as summarize and take form as memo, extract legal description, or matter summary either detailed or short. So here you can edit these, make them your own and also manage them firm wide right here. And that has been a high level overview of the prompt library. Thank you.
- Open Archie from the top-right tab within any estate planning matter in Smokeball.
- Access the prompt library from either the books icon in the chat window or the left-hand menu.
- Run prompts immediately or edit them in a more advanced view before running.
- The library contains both estate-planning-specific prompts and general prompts available across matter types.
- Prompts can be customized and managed firm-wide from the prompt library interface.