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Create a Strategy Narrative Generation model to generate strategic document summaries based on your strategy. The narrative generation model should be tailored to the goals of the matter. For example, some matters may require strategic litigation analysis, while others may focus on regulatory exposure, internal investigations, compliance risk, privilege assessments, or other attorney-defined objectives. Configure the model instructions and output fields to align with your approved strategy.

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Before you begin

Verify that:
  • You have an approved strategy.
  • A Strategy Classification model exists.
  • Required Review Run tags have been created.

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Create the model

  1. Create a new model.
  2. Select Text Generation as the model type.
  3. Enter a model name and description.
  4. Configure the model instructions using the CSP.
  5. Define the required output fields.
  6. Save the model.
Doc Category Briefly identify the type of document. Examples:
  • Internal email
  • Meeting notes
  • Memorandum
  • Regulatory correspondence
Doc Topic Provide a concise summary of the document subject. Strategic Analysis Describe:
  • Why the document matters
  • How it relates to the case strategy
  • Potential risks or opportunities
  • Recommended areas for attorney review

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Best practices

  • Align narrative guidance with the approved CSP.
  • Require document-supported analysis.
  • Avoid unsupported assumptions.
  • Review outputs with case stakeholders before use.