How to Automate Lexa Prompts in Matters & Cases

Objectives

• Automate Lexa actions within Matters and Cases

• Enable predefined or custom Lexa prompts to generate summaries, analyze attachments, or check compliance automatically

Steps

1. Open the Automation Hub

• From System Settings, navigate to Automation Hub under System Preferences

2. Create or Edit an Automation Rule

• Click Add a trigger or Edit an existing one

• The Rule Type must be for Corporate Matters or Litigation Cases

3. Configure the Trigger

• Select the trigger “Create Corporate Matter” or “Create Litigation Case”

• Use the “If” block to specify conditions

  • Example: Trigger Lexa only when Matter Type = Consultation or Case Priority = Urgent

4. Add Lexa Action

• Under the trigger, click “Add Then” → “Run Lexa Prompt”

• Choose from:

  • Predefined Prompts: Summarize Case Brief, Identify Key Issues, Risk Analysis, etc.

  • Custom Prompts: Create personalized Lexa instructions for unique case needs

5. Save & Enable

• Save the automation and activate it

• Lexa will automatically perform the selected actions when the trigger conditions are met

Results

• Lexa processes the selected matter or case files automatically

• Results such as summaries, translations, or insights will appear in the Notes section or attached directly to the relevant documents

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

Thank you!