How to: Generate an IntuityAI matter summary

Automatically generate summaries of your matters, helping you save time and quickly understand key points. 

Steps from folders:

1. Click on Folders
2. Navigate to the relevant project under the folder
3. Click the project name to highlight it
4. In the Information Panel, go to the Summary tab
5. Click the IntuityAI summary button
6. Wait a few seconds while the summary is created
7. The summary will appear
8. If you'd like to make changes, click into the text field to start editing
9. Once editing is finished, click Save
10. The summary will be saved, visible to anyone else with access

Steps from matter:

1. Navigate to the relevant matter's document area
2. Click the Intuity AI button
3. Wait a few seconds while the summary is created
4. The summary will appear in the same window
5. If you'd like to make changes, click into the text field to start editing
6. Once editing is finished, click Save
7. The summary will be saved, visible to anyone else with access

Note

• If you want to regenerate a new summary, you can repeat the same steps, Dazychain will overwrite the previous one