Matters – LINI AI Assistant in Matter Management

LINI, DiliTrust's AI assistant, is now embedded directly in Matter Management. Legal professionals can instantly query and analyze their matter portfolio using natural language, surface key document insights, and leverage past case knowledge — all without manual searching or review.

✅ Introduction

Matter Management contains a wealth of legal data, but finding and making sense of it has traditionally required time-consuming manual navigation. With LINI integrated into Matter Management, you can simply ask a question and get an immediate, intelligent response. Whether you need to prioritize your workload, understand a complex document, or find similar past cases, LINI is here to help.

✋ Prerequisites / Getting Started

• LINI must be enabled for your organization. Contact your DiliTrust administrator if you do not see the LINI option in Matter Management.
• You must have a contributor or legal manager role in Matter Management.
• The more data (matters, documents, requests) is available in the system, the more useful LINI's answers will be.

⭐ Step-by-Step Guide

Accessing LINI

1. Log in to DiliTrust and navigate to Matter Management.
2. Click on the LINI icon or menu entry. You can access LINI in two ways: as a full-screen workspace or as a pop-over from within any matter page.

Using LINI in Full-Screen Mode

1. Open LINI in full screen for extended analysis sessions.
2. Type your question in plain language. Examples include:
   • "What are my highest-priority open matters?"
   • "Summarize the key points of this contract document."
   • "Find matters similar to the ACME supplier dispute from 2023."
3. Review and act on LINI's response directly from the full-screen workspace.

Using LINI in Pop-Over Mode

1. While viewing a specific matter, click the LINI icon to open the pop-over assistant.
2. Ask a contextual question about the current matter or its documents.
3. LINI provides in-context insights without you leaving the matter page.

✨ Tips & Best Practices

• Use LINI to prioritize: Start your day by asking LINI which matters need your attention most urgently.
• Leverage document summaries: Instead of reading lengthy documents, ask LINI to summarize the key points or extract specific clauses.
• Find precedents: Ask LINI to surface similar past cases to inform your current approach and avoid reinventing the wheel.
• Use the pop-over for quick lookups: When you need a fast answer while working on a matter, the pop-over is faster than navigating away.

❌ Limitations & Known Constraints

• LINI operates within the perimeter of your legal department's data — it only accesses matters and documents you are authorized to view.
• LINI's answers are as good as the data available in the system. Incomplete matter records will lead to less precise responses.
• LINI is an AI assistant and may occasionally make mistakes. Always verify critical information before acting on it.

❓ FAQ

Can LINI access all matters in the organization?

LINI respects your access permissions. It only surfaces matters and documents within your authorized perimeter.

Is LINI available on mobile?

LINI is available wherever you can access DiliTrust Matter Management. Check with your administrator for mobile compatibility details.

Can LINI summarize PDF documents?

Yes. LINI can analyze and summarize document content attached to matters, helping you quickly understand key information without reading every page.

Does LINI learn from my usage?

LINI's AI capabilities are continuously improved by DiliTrust. It does not store or learn from individual user conversations in a way that would compromise data privacy.