Overview
Docketwise IQ - Text Editing brings generative AI capabilities directly into Docketwise, assisting you with writing and saving you time.
Important: Please note that this feature is only available on Pro and Advanced subscriptions.
Click here to learn more about Docketwise IQ.
Contents
What Can Text Editing Do?
Docketwise IQ Text Editing saves you time by allowing you to improve their writing, adapt their tone, summarize written content, or translate text using generative AI directly within Docketwise.
Improve Writing: Improve writing by correcting
Change Tone
Translate
Summarize
Where Is Text Editing Available?
Email Messages
Bulk Messaging (Email and Text)
Notes
Sharing Smart Form Questionnaires
Sharing Invoices
Smart Form Comments
Text Message Conversations [Coming Soon]
Tasks [Coming Soon]
How Does Text Editing Work with Docketwise IQ?
As mentioned above, you can use Text Editing in several places within Docketwise. Below, we will walk you through how this is done on notes, however, the process will be the same regardless of where you are using Text Editing.
To use Text Editing, follow the instructions below:
Type out the text for your note
Click on the ✨ Text Editing icon
Choose the Text Editing option you wish to use
Select Improve Writing
Mouseover Change Tone and select the Tone you wish to use
Mouseover Translate and select the Language you wish to use
Select Summarize
Select the Insert button to replace the text you wrote with the AI generated text
Select the Discard button to remove the AI generated text
Click the Copy icon to copy the AI generated text
Click the Regenerate icon to regenerate the AI generated text with the same prompt
Enable/Disable Docketwise IQ
The first time Docketwise IQ is clicked, users must opt in by clicking the Understood button.
Admin users who do not wish to allow any users on their account to access Docketwise IQ features, can turn off Docketwise IQ from User Access Settings.
To disable Docketwise IQ features, you can follow the steps below:
Navigate to Settings > User Access
Uncheck the option for "Allow all firm users to access AI / IQ feature."
