Get Answers Directly From Cases With InTouch’s New Matter AI
We’re delighted to announce Matter AI, a powerful new feature that brings AI assistance into your case management system, enabling you to work smarter and access the information you need quickly.
Matter AI is designed to help legal professionals manage everyday queries, general tasks, and search for answers in the context of their cases.
Using Matter AI, users will be able to draft professional emails, summarise dense documents, and answer questions about cases on the fly, using the case data in their InTouch system.
Draft Documents, Emails, and Responses
How much time does your team spend every day writing an email that they’ve written a thousand times before from scratch. One use of Matter AI is to draft emails and save hours, or even days on repetitive writing. Directly from the case, create clear, professional, and case specific content. Matter AI uses the context of the case you're working on, so no need to copy/paste details or brief it every time.
Example Prompts
“Draft an email to the Estate Agent with the latest updates on this case.”
“Write a response to the latest client enquiry.”
“Generate a holding email to the buyer’s solicitor.”
“Create a formal letter requesting outstanding documentation.”
Summarise Information
Legal documents and case files can make for a long night of reading and aren’t always written with those outside of the legal profession in mind. Matter AI can deliver a helpful summary, ensuring you’re looking at the correct file for the information you need, and unpacking legal jargon so you can explain the content clearly to clients.
Example Prompts
“Summarise this indemnity policy in plain English.”
“Explain this leasehold clause to the client.”
“Extract key deadlines from this contract.”
“List all parties involved in this agreement.”
Query Your Case Data
Sometimes, you need the answers fast, especially when you have a client on the other end of your phone line. Matter AI connects with your live InTouch case file which means it can answer operational and compliance queries instantly. No more digging through notes or tabs. You can just ask Matter AI for an instant, data-backed answer.
Example Prompts
“Have we received the Source of Funds from the client?”
“When did we last contact the seller’s solicitor?”
“What documents are still outstanding?”
“Is the mortgage offer on file?”
Create documents from images or PDFs easily
Matter AI includes built-in OCR (optical character recognition) so you can work with images just like text. This is perfect for client uploads, printed documents, and incoming scans.
Example Prompts
“Extract the text from this photo of a document”
“Summarise this scanned indemnity insurance”
“Convert this letter into editable text”
Support for Complex or Sensitive Tasks
Sometimes, AI can be an incredibly helpful soundboard. If you need help with trickier communication? Matter AI can offer tone-sensitive, compliant suggestions using the matter information as context.
Example Prompts
“How do I respond to this complaint?”
“Write a sensitive update to the client about delays”
“Help me explain the rejected offer to the buyer”
Made for Humans
Matter AI is not a replacement for the thorough knowledge and expertise a lawyer brings to every case. It’s not quite a detective robot, but it is a super helpful tool for all the reasons stated above. We trust our customers to use AI responsibly, and understand its limits. We have made a concerted effort to make sure that the opportunity for human intervention is available at every stage in which AI produces content on your behalf.
Ready to See Matter AI in Action?
Matter AI is available on every InTouch plan. Book a demo with the InTouch team to find out more.
