Use LT AI Assistant
Be specific with your questions
Clear and detailed questions yield better answers.
For example, instead of asking “Show me matters,” try “Show me all open matters assigned to me in the last 30 days.”
Use Legal Tracker terminology
Use Legal Tracker terminology as much as possible.
The AI Assistant understands Legal Tracker terms such as
matters
, invoices
, firms
, matter type
, or practice group
. It also recognizes synonyms, but using these terms helps the assistant interpret your requests more accurately.Ask 1 question at a time
Ask single, focused questions rather than combining multiple questions.
Use data filters
Narrow your results by including criteria like date ranges, matter status, or firm.
For example, “List all closed matters for Q1 2024 in the regulatory practice group.”
Follow up for clarification
If the initial response isn’t what you need, ask for additional details.
For example, “Can you break that down by matter type?”
Include additional fields and order
You can specify additional fields to include and the specific order in which you want to see the results.
For example, "List the open maters in regulatory org unit. Include the matter type, substantive law and LCP. Order by LCP."
Limitations
- A maximum of 25 records are included in the response by default; however, you can can request up to 100 records.
- Amounts are displayed in the user’s preferred currency. When the response includes data from a single invoice, the amounts are displayed in the invoice currency. Matter currency is not supported at this point.
Q & A capabilities and sample prompts
The following are the types of questions supported with this initial version:
Product area | Question type |
|---|---|
Matters | Count/list the matters opened/started/closed/resolved within a time frame
Count/list the matters open within [time frame]
Count/list the matters I have as LCP (lead company person) Count/list the matters I have as a company person #2 Count/list the open litigation matters within a time frame or in a location Which of our attorneys have experience handling litigation matters? +/- [location] Which law firms have we engaged for regulatory matters in the last 2 years? +/- [location] |
Matter-level details | Most matter profile data points can be queried. The matter name provided can be partial. Sample question: Which firms are engaged on the Thomas v. Acme case? Who is the LCP on Airbus a330 matter? Examples of other data points:
|
Matter staffing | Give me the list of timekeepers on Airbus a330 matter.
Which timekeepers billed the most on Airbus a330 matter? Which timekeepers from firm Baxter billed the most on Airbus a330 matter? How much did timekeeper Mary Stein bill on Airbus a330 matter? Are there any timekeepers who appeared on a single invoice on Airbus a330 matter? How much did timekeeper Lucy Lawyer from firm Baxter bill YTD on all matters? Which firms were used historically on litigation matters in California? |
Invoices | Get count or list the pending/rejected/disputed invoices for a specific matter, firm, or overall. E.g. Show the invoices pending for more than [X] days on Airbus a330 matter? What is the total amount of invoices that are pending for Airbus a330 matter? Count/list invoices pending my review Count/list invoices are stuck (pending) for more than N days (e.g. 30 days) Number of invoices pending for over 30 days by reviewer |
Invoice-level details | Most invoice profile information can be queried. Sample question: What is the status of invoice 2112312? Which matter is associated with invoice 2112312? Examples of other data points:
|
Spend data | What is the spending on Airbus a330 matter? What is our spend for the current/previous year/quarter/month? Can I see the total spend over the last X years/quarters/months… What is our spend with Firm ABC since 2020 to the present on annual basis? Can I see our spend by [org unit]/[practice group]/[matter type] for the last quarter/year/2 years...? Show me all matters with firm ABC where the total spend is over $100,000 Show me our top X highest value matters What's the YTD spend by LCP? Fees/expenses breakdown by task/expense codes on an invoice or a matter List the top 10 firms by spend in 2025 List the top 10 matters by spend in 2025 |
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