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This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Subject: Add-in
  • Audiences: Company

Set up iSheet associations

HighQ administrators can set up iSheet Associations in the add-in settings and can map matter management iSheets to create new matters directly from Outlook.
note
If you are not an administrator, you can view and select a mapping, but you can't edit it.
  1. Select
    Add iSheet Mapping
     to create a new mapping.
    note
    You can add up to 8 mappings, however, you can only create 1 association per iSheet.
  2. Select your site and an iSheet from the site to begin mapping.
  3. Select your iSheet fields.
    1. Select
      Add
       to select additional columns. You can list a total of 12 columns in this window.
    2. Selected columns keep the column format from iSheets.
      note
      Mapping supports a maximum of 12 columns (both mandatory and optional). If your iSheet has more than 12 mandatory columns, we recommend you reduce the number of mandatory fields.
      An error message is displayed if the selected iSheet has more than 12 mandatory columns.
  4. Map Columns.
    1. You can now match each selected column with a value in the
      Equivalent fields
       menu.
    2. Select the most appropriate available value; this should match your iSheet column as closely as possible. If you can’t find a matching field, select
      Other
       from the bottom of the dropdown menu.
  5. Enable AI Extractions.
    1. If you have subscribed to the add-in AI features you can use them in your matter intake process. Select the values that you want to extract with the AI service and select the
      AI extraction
       checkbox for each row.
    2. If the row is not selected, then the add-in either leaves the column empty or uses the default value (if provided in the
      Set default value
       field).
  6. Set a default value.
    1. The default value is used if
      AI Extraction
       is not selected, or the AI extraction doesn’t return any relevant data.
    2. For example, you might want to set a default value if you know that this specific column is often filled (more than 50% of the time) with the same value. If the AI extraction doesn’t find this information, then the correct value is usually already present and doesn’t need to be changed, saving time.
  7. Add additional context to facilitate the AI extraction.
    1. Additional AI prompts
       are used if
      AI Extraction
       is selected. For each field, this information is used as an additional context to increase the precision of AI extraction.
    2. This is an optional field that needs careful consideration for the best results. For instance, you can use it to define some acronyms or data that are specific to your business and not understood by the untrained AI service.
  8. Save the mapping.
    1. After you have checked the iSheet mapping table, select
      Save mapping
       to save that mapping and return to the main screen.