Lexzur AI Tool

Objectives:

• Get Lexzur AI tool
• Configure it
• Use AI Tools in Modules

Steps:

Lexzur has introduced powerful AI tools across all modules, allowing you to translate legal documents into multiple languages and simplify lengthy texts into concise summaries.

This guide will walk you through how to access and use these AI tools.

 Purchasing AI Tools from the Marketplace

The Lexzur AI tool is available for purchase as a bundle of transactions in the Lexzur Marketplace.

• Open the Marketplace from the navigation menu

• Search for Lexzur AI from the Find new apps page

Configuring AI Tools

Once purchased, admins can configure which modules you want the AI tools to apply to, such as Advisor Portal, Client Portal, add-ons, Contra, Core, or the mobile app.

• Open the System Settings → System Preferences→ AI Tools

• Select the modules where you would like to activate or deactivate the AI tool.
   

Using AI Tools in Lexzur Modules

In Core and Contra, you can access AI tools at the level of any text box, such as descriptions, important developments, and status comments. You also have the ability to translate notes via AI.

 AI Tools Options: 
    - Summarize: Simplifies lengthy legal texts into concise summaries.
    - Translate: Translates text into the default language set on the Lexzur instance, or you can choose from any supported language.

The resulting translation or summary can either be copied or replaced in the text box.

Using AI in 360 Docs

The AI tools are also available in 360 Docs, where you can translate and summarize entire documents using AI.

AI for Advisor Portal and Client Portal Users

AP and CP users can utilize AI tools to translate any comments or notes. This feature makes it easier to communicate across languages, ensuring that notes are clear and understandable.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!