Core Module

AI Assistant

Get instant legal guidance, draft documents, review content, and answer legal queries directly within the platform.

What can the AI Assistant do?

The AI Assistant in OctoGenie helps users get instant legal guidance, draft documents, review content, and answer legal queries directly within the platform, improving productivity and efficiency.

Features & Capabilities of the AI Assistant

The AI Assistant offers three main features:

  1. Q&A: Used to ask questions and get instant answers related to legal matters, procedures, and legal terms.
  2. Draft: Used to create legal drafts such as notices, applications, replies, and other legal documents.
  3. Analysis: Used to review and analyze legal documents to identify key points, risks, and important insights.

How to Ask Legal Questions (Q&A)

Get quick answers to legal questions

Asking Legal Questions (Q&A)

The Q&A feature in the OctoGenie AI Assistant is used to get quick answers to legal questions related to matters, procedures, and terms.

2 min
5 steps
1
AI Assistant navigation

Access AI Assistant

Log in to the OctoGenie platform. From the left-hand menu, click on 'AI Assistant'.

Go to Login

Opens in a new tab • partner.octogenie.com/

2
New Chat button

Start New Chat

Click '+ New Chat' to start a new interaction session.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

3
Q&A mode toggle

Select Q&A Mode

Click on the 'Q&A' option available at the top-right corner of the AI Assistant screen.

Go to AI Assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

4

Enter Your Question

Type your legal query in the message box. Example: 'How can I verify if there are any litigations against a property?'

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

5

Review Answer

Click the Send icon. The AI provides structured, easy-to-understand answers instantly.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

Expected Outcome

You receive instant, structured legal guidance and procedural answers.

You're all set!

You receive instant, structured answers to your legal questions.

How to Draft Documents with AI

Create legal documents quickly

Drafting Documents with AI

Use the Draft feature to create legal drafts such as notices, applications, and letters efficiently.

5 min
7 steps
1
Draft mode selection

Navigate and Start

Go to AI Assistant and click '+ New Chat'. Select the 'Draft' option from the top-right corner filters.

Go to AI Assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

2

Enter Drafting Requirement

State what document you need. Example: 'Draft a legal notice for non-payment of dues.'

Go to Payments

Opens in a new tab • partner.octogenie.com/payments

3

Generate Draft

Click the Send icon and review the AI-generated draft displayed on your screen.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

4

Listen to Content

Use the 'Listen' option on the bottom-left side to hear the drafted content read aloud.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

5

Download as PDF

Click 'Download PDF' (available on the bottom-left) to save the draft for offline sharing or record-keeping.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

6

Edit Requirement

You can draft various types: Legal notices, Contracts, Petitions, Replies, or Explanations.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

7

Finalize and Use

Edit or customize the draft as required before final use in your practice.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

Expected Outcome

A complete legal document ready for professional review and customization.

You're all set!

You have a complete legal document draft ready for review and customization.

How to Analyze Documents

Review and analyze legal documents

Analyzing Documents (Analysis)

Identify key points, risks, and observations in PDF documents accurately and quickly.

5 min
7 steps
1
Analysis mode toggle

Enter Analysis Mode

In the AI Assistant module, click '+ New Chat' and select the 'Analysis' tab at the top-right.

Go to AI Assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

2
PDF upload button

Upload PDF

Click 'Upload PDF' and select the document you want to analyze from your system.

Upload Document

Opens in a new tab • partner.octogenie.com/documents/upload

3

Enter Analysis Request

Type your request: 'Summarize this document', 'Identify key clauses', or 'Explain legal terms used'.

Go to Documents

Opens in a new tab • partner.octogenie.com/documents

4

Generate Insights

Click Send. The AI Assistant analyzes the document for summaries, key clauses, and risks.

Go to Documents

Opens in a new tab • partner.octogenie.com/documents

5

Review Results

Review structured insights: Document summary, Key clauses/sections, and Risks or red flags.

Go to Documents

Opens in a new tab • partner.octogenie.com/documents

6

Refine Analysis

Ask follow-up questions for deeper insights or compare clauses to support decision-making.

Go to Ai-assistant

Opens in a new tab • partner.octogenie.com/ai-assistant

7

Final Result

Benefit from reduced manual effort and improved accuracy in document review.

Go to Documents

Opens in a new tab • partner.octogenie.com/documents

Expected Outcome

Comprehensive understanding of complex legal texts with highlighted risks.

You're all set!

You receive comprehensive analysis of the document with key insights, risks, and important observations.

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