What are Queries?
Queries are questions or prompts that you can input into the system to extra data from your documents. You can:
Ask for summaries of legal documents
Request key information (ex. start dates, payment terms, etc.) from your documents
How to Use Queries
1. Go to the "Queries" section in Associate, and click the '+' sign
2. Add the questions you'd like to ask about your documents. You can click on "Add Question" to add more questions.
3. Click "Next" to run the Query.
4. Select which documents you'd like to run the Query on.
5. Click "Create Query" to run the Query.
6. This will provide a table with all the information.
7. You can "Add More Files" to your Query, if needed.
8. You can copy the query data
9. You can export the table into a spreadsheet.
10. Or you can click on the cogwheel to add more questions to the Query.
11. You can click on the down arrow to hide the Query.
12. Click on the Query to re-open, if needed.
Have questions? Reach out to our support team at success@spellbook.legal