Workflow (from case to deliverable)

This is the recommended route if you want to use the Prudai Platform as a real working environment rather than a demo chat.

Step 0: Choose persona and workspace

Two choices directly affect answer quality.

The persona determines the sources, the tools, and the tone:

Persona	Use it when
LEO	you need broad legal sources, workflows or research jobs
LEO Fiscaal	the question is a tax one and you need tax sources, such as the positions of the Belastingdienst knowledge groups, or tax workflows
ZIA	the work should stay centered on healthcare guidelines, internal knowledge, and project documents
VERA	the task is about Omgevingswet, IPLO, or official publications
BEVER	the task is about public decision-making, council information, or decentralised regulation
IRMA	the task is about risks, standards frameworks, and your management system
MAIA (on request)	you have management questions about the figures in your organization’s own Exact Online administration

The workspace determines which document layer comes along:

Workspace	Use it when
Personal context	for your own files outside a dossier
Dossier context	for matter work, collaboration, tasks, drafts and the dossier chat

In VERA, ZIA, BEVER and IRMA a dossier is called a project, in MAIA a folder.

More: The personas.

Step 1: Build the document layer first

1. Create a dossier. In LEO and LEO Fiscaal you can also ask the assistant in the chat to do that.
2. Upload only the core files, or fetch them from SharePoint if your organization has connected it.
3. Wait for Processed status.
4. Add details where it helps:
   • title,
   • tags,
   • date,
   • comments.

Why this matters:

• chat, timeline, tasks, and exports all improve when the document layer is clean;
• audio such as .mp3 is only useful after transcription/processing finishes;
• ZIP contents only become available after archive extraction finishes.

When you record a voice memo, the assistant suggests a few follow-up steps once it has been processed, such as Summarise or Extract action items. See Voice memos.

Cannot upload anything? Then your organization has deliberately restricted uploads in this persona. See What your organization can switch off.

More: Files and Projects.

Step 2: Reduce the knowledge set to what you need

Do not turn everything on by default.

Practical per-persona guidance:

• LEO and LEO Fiscaal: enable only the source families that matter for this case.
• VERA: keep Omgevingswet/IPLO/official publications and, if applicable, BIM tools (IFC/DWG) on, and disable irrelevant extras.
• ZIA: work mainly from project, organizational, and personal documents; there are no public legal source families. If your organization has a Nedap ONS connection (on request), you also work with data from ONS.
• BEVER: choose per question between council information (iBabs, Notubiz), decentralised regulation (CVDR), and the financial sources.
• IRMA: pick the standards frameworks and regulators that match your sector and ISMS phase.

You fill in your specialization once via the stepper: first your role, then your practice areas or fields, then the summary. That profile influences which sources and suggestions surface first. Later you manage it on the Knowledge page.

More: Knowledge and Quick start.

Step 3: Use chat as the control surface

Strong prompts always include:

• goal,
• audience,
• desired format,
• constraints.

Use context deliberately:

• @document for specific files,
• #task in the dossier chat,
• attachments only after they finish processing.

Useful behavior:

• start matter work with the plus button next to the dossier’s views pill; the dossier documents are then the context straight away;
• started in a personal chat? Move the conversation with Move to dossier (see Projects);
• outside a dossier, chat uploads can be stored in your personal files, an existing dossier or a new dossier;
• slash commands (type /) keep you in the same conversation flow;
• you stop a reply with Stop generating or Escape, without leaving the dossier; there is no button to regenerate a reply. Want a different answer? Edit your own question: that creates a new branch and your previous answer is kept (see Edit and branch);
• voice in/out is available in every chat; the microphone stops automatically after a few seconds of silence;
• which buttons sit directly in the prompt bar is up to you, under Settings → Chat.

No thinking-depth button? Then your organization has switched that choice off and every message runs on the persona’s default level. See What your organization can switch off.

More: Chat.

Step 4: Turn findings into actions

Use Tasks (formerly “kanban”) for:

• missing facts,
• research points,
• deadlines,
• review work.

In LEO, LEO Fiscaal, ZIA, VERA and BEVER you can also ask the assistant in the dossier chat to put tasks on the board for you. If Knowledge shows a Tasks switch, it has to be on.

Use Notifications for:

• items waiting on you,
• collaboration actions,
• document processing outcomes,
• research/job status,
• second-opinion flows.

More: Tasks and Notifications.

Step 5: Finish the deliverables

Use:

• Drafts to write the document together with the assistant in a panel beside the chat (LEO, LEO Fiscaal, VERA, BEVER and IRMA); Save to dossier adds a Word version to the dossier documents,
• Export for Word/PDF,
• Translate for supported file types,
• Word add-in if the output should land in Word directly,
• Share if colleagues need to look along.

If Share is missing, your organization has switched off sharing in this persona; existing shared access keeps working. See What your organization can switch off.

More: Drafts, Export, Translate, and Prudai For Word.

Step 6: Use workflows and research jobs (LEO and LEO Fiscaal)

• LEO and LEO Fiscaal: use workflows and research jobs for deep, multi-step research. You find them under Workflows in the sidebar and in My work, and per dossier in the Workflow segment. You start one from a template in the catalog or from a suggestion the assistant makes in the chat, which you confirm yourself.
• LEO Fiscaal has its own tax templates, such as Tax opinion, Tax scan and Compare restructuring routes. You do not see those in LEO: for a tax question, open the workflow in LEO Fiscaal.
• ZIA, VERA, BEVER, IRMA, and MAIA have no workflows: work directly through chat, project documents, and the available knowledge tools.

More: Workflows and research jobs (login required).