Using Archie Suggestions

What are Archie Suggestions?

Archie Suggestions are recommended next steps based on the activity and content in your matter.

Archie reviews items such as documents, emails, tasks, and deadlines, then presents relevant actions you can take. These appear as clickable tiles that you can review and choose to run.

Where to find Archie Suggestions

You can access suggestions in the following areas:

Matter Widget

• Open a matter

• Locate the Archie panel on the right-hand sidebar

  • It is recommend to Right Click on Archie at the top of the right-hand sidebar and choose Set as Default

• Review available suggestion tiles

  

Archie Chat

• Click the Archie tab at the top of the matter

• Suggestions will appear below the chat interface

  

Microsoft Word

• Open a document connected to a matter

• Ensure the Smokeball Archie Word Add-In is added and active

• Archie will display suggestions based on the document content

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How to use a suggestion

Follow these steps to run a suggestion:

1. Select a suggestion tile

• Review the title and description to understand the recommended action

2. Review the details

• Check the reason for the suggestion

• Review any files or content Archie will use

3. Run the suggestion

• Click the tile to generate the draft, task, event, or output

4. Confirm or dismiss

• Review the generated result

• Choose to confirm and save/send/create, or dismiss if not needed

Types of suggestions you may see

Archie Suggestions generally fall into the following categories:

Create a task

• Generates a task with suggested details

• Edit as needed before saving

Create a calendar event

• Creates a calendar entry based on matter activity or deadlines

Create a memo

• Drafts a memo using relevant matter information

Draft an email

• Prepares an email based on matter context

Prompt suggestions

• Provides a pre-written prompt you can run without typing

App recommendations

• Suggests an Archie App relevant to the matter content

Understanding suggestion tiles

Each suggestion tile includes:

Action

• The task Archie recommends

Reason

• A brief explanation of why the suggestion is being made

Files

• The documents or emails that will be used to complete the action

Important notes

• Suggestions are not executed automatically

• You must review and confirm before anything is created, saved, or sent

• You can ignore or dismiss any suggestion that is not relevant