Tips and questions after your first month with LEO

After a few weeks with LEO you know your way around. The question then is mostly: are you getting everything out of it? Below are tips and answers to questions users ask after their first weeks, topic by topic, with a step-by-step plan at the end for setting LEO up for your whole organization. Everything applies to LEO and LEO Fiscaal.

Prefer a file? Download this page as a PDF or as a Word file, for example to share with colleagues. The download is in Dutch.

The button with the biggest payoff is improve prompt. Type or dictate your question briefly and click the Prudai button in the prompt bar (the logo icon, tooltip “Improve prompt with AI”). LEO turns it into a complete, structured instruction, using the latest messages of the conversation as context. You see the rewritten prompt first and only send it once it is right. See Improve your prompt.

Signing in: use the Microsoft button

If your organization has enabled sign-in with Microsoft, sign in with the Microsoft button under Or sign in with, rather than with email and password. You then use the security of your own Microsoft account, and the SharePoint integration only works when you signed in this way. If SharePoint shows “Not connected”, this is almost always the reason. See Sign-in & persona selection and SharePoint.

Specialization: choose your focus, not everything

On the Knowledge page, Specialization tab, you set your role and practice areas. These are the same steps as the specialization stepper on your first visit. Based on them, LEO switches on the matching sources for you. You can always fine-tune per source on the Sources tab.

Choose the practice areas you actually work in. You can still ask LEO a question outside those areas. If you need a specific source for it, switch that source on in the Sources tab.
Ticking everything works as a safety net, but makes answers less sharp: LEO then has to choose between many more sources every time. Think of LEO as a specialized colleague, not a generalist.

More: Knowledge (sign-in required).

Dossiers from SharePoint

If a matter is already in SharePoint, there is no need to download and upload anything again.

New dossier from SharePoint. In Dossiers, click New dossier and choose Import from SharePoint in the dialog. Search for the site by name, pick the document library if needed and tick the folder of the matter.
Or ask LEO in the chat, for example: “Create a dossier and put the Correspondence folder from SharePoint in it.” LEO looks up the folder with your Microsoft permissions and imports the files into the conversation’s dossier.
Sync when you start working in the dossier. SharePoint stays the source. Above the document list you can see whether anything changed in SharePoint; if it says updates are available, click Sync now. LEO never writes anything back to SharePoint.

Only the owner of a dossier can import from SharePoint. Requirements and limits: SharePoint.

Thinking depth

With the Thinking depth button in the prompt bar you choose, per message, between Quick, Standard, Thorough and Ultra. Standard is fine for most questions. Thorough and Ultra take longer and go deeper, useful when analysing an agreement or a complex question. Whether your organization has Thorough and Ultra depends on what has been enabled for you. Ultra only applies to the message you are sending at that moment. See Thinking depth.

Checking and using answers

Check the source. Source pills and statutory articles in the answer are clickable: the source text opens in a side panel, so you can read the passage yourself. See Chat.
Watch while LEO works. Above the answer is the sources bar, with every source LEO consults and every step it takes. It is also a first check on how the answer came about.
Take the answer with you. The export button below an answer exports it to Word or PDF. In a dossier, choose Save Word to project files, and Turn this into a document opens a document beside the chat that you keep writing together with LEO. See Export and Drafts.

Word: LEO beside your own template

With the Prudai For Word add-in, LEO sits in a task pane beside your document. You start it through Add-ins on the Home tab. If it is not there yet, ask your administrator to deploy it, or install it from Microsoft AppSource if your organization allows that.

If you work with your own template or model, open it first and let LEO write in it: with Insert into Word, or with proposals as tracked changes. That way the document keeps your organization’s layout. See Prudai For Word.

Voice

Dictate a question. Click the microphone in the prompt bar and speak your question. The text lands in the input field, so you can still edit it or sharpen it first with improve prompt. See Voice chat.
A longer memo or meeting. Use Voice memo in the sidebar, or Record voice memo in a dossier. The recording is transcribed automatically and lands in the dossier as a document. LEO then suggests follow-up steps, such as Summarise or Extract action items. Because the recording stays in the dossier, you can ask other questions about it later. See Voice memos.
On the road without a laptop? Record with your phone’s voice recorder and upload the audio file to the dossier afterwards. Transcription runs automatically.
A Teams meeting? Upload the transcript Teams makes itself (a .vtt file) instead of the recording. It is ready sooner and usually already shows who said what. See Files.

Workflows

A workflow carries out a larger task in the background, in several steps. Put the documents in a dossier first and start the workflow from that dossier, with the Workflow button in the prompt bar. Then check the intake: LEO never starts a run by itself, you confirm. While the workflow runs, you simply keep working. How templates, checkpoints and your own workflows work: Workflows and research jobs (sign-in required).

Long conversations

In very long conversations the quality of the answers declines, just as with a colleague to whom you hand hundreds of pages at once. The chat warns you about this itself. The documents in the dossier always stay available; what can get lost is the analysis you built up in that one conversation. This is how to handle it:

New topic? New chat. A short, focused conversation per topic works best.
Want to carry an ongoing analysis over? First ask LEO for a summary of the conversation so far. Then start a new conversation in the same dossier and paste the summary into it.

If the card with Start a focused conversation appears in the conversation, use it to start a new conversation right away; if the conversation belongs to a dossier, the dossier comes along. More about the warnings for long conversations: Reliable answers.

Feedback, memory and support

Thumbs down on an answer that is not what you expected. Click Could be better and write in one sentence under “What went wrong?” what you would have wanted, for example when an answer is too long or misses a source you expected. That feedback reaches Prudai. The more concrete, the better we can improve it.
Let LEO remember something. Say, for example, “remember that I want short answers in bullet points”. What LEO remembers about you, you view and delete under Settings → Memory. Standing working agreements for all your personal chats go into My instruction, under Settings → Instructions. See Settings.
Suggested prompts above the input field can be hidden, and switched back on under Settings → Chat with Show suggestion prompts.
Support in the user menu at the top right is there for an error message, but just as much for an idea or wish. See Troubleshooting & support.
Which sources does LEO use? The sources that are switched on on your Knowledge page, your dossiers and your organization’s knowledge bases. The full overview is on Knowledge sources.

LEO as an app on your computer or phone

You can install app.prudai.com as an app. In Chrome and Edge, choose to install it as an app from the browser menu. LEO then opens in its own window, which you can pin to your taskbar. On an iPhone or iPad the same works through Safari: Share, then Add to Home Screen.

Setting LEO up for your whole organization

Do you want LEO to use the same models, standard clauses and writing style for everyone, no matter who asks? Then these are the steps. Steps 1 to 4 can only be done by an owner of the organization.

Models as an organization knowledge base. On Knowledge, create an organization knowledge base, for example “Models”, and link it to the folder with models in SharePoint. Give the knowledge base a clear description of when LEO should consult it, such as “models for contracts and court documents”. If a model changes in SharePoint, sync the knowledge base with Sync now. Which file types are read is listed on Files. See Creating organizational knowledge bases (sign-in required) and SharePoint.
Organization instruction. Go to Settings → Instructions and add to the organization instruction, for example: “When drafting a document, first use the matching model from the Models knowledge base.” The instruction applies to everyone in your organization, per persona: LEO and LEO Fiscaal each have their own. See Settings.
Writing style. Create a separate “Writing style” knowledge base with a few documents that show the desired style well. Put in the organization instruction: “The documents in the Writing style knowledge base are only meant for the writing style. Do not use any content from them.” Without that rule, LEO may mix content from the examples into your dossier.
Share prompts. Put a prompt that works well into the prompt library as an organization prompt. Then everyone works with the same question. See Prompt library.
Professional literature. Professional literature your organization owns and is allowed to use can go into a knowledge base of its own, preferably per practice area and per source: a few focused knowledge bases work better than one large one. Check that your licence allows this. There is no live link with the publisher, so refresh the content yourself when a new edition appears.

Questions about the setup? Get in touch through Support in the user menu.