MM – Ask Lini: Use Cases & Prompts by Role

Lini is the AI assistant built into DiliTrust.

This article shows how each type of user can use Lini in Matter Management. For each role, you will find concrete use cases and requests you can copy.

Want to know what Lini can do, how it works and its limits? See MM – Lini: Capabilities and Features.

☝ How to use this article

1. Find your role in the list below.
2. Pick a use case that matches what you need.
3. Copy the request into Lini. Adapt it to your matter if needed.

Roles covered:

• Head of Legal
• Litigation lawyer
• Contracts and M&A lawyer
• Employment lawyer
• Intellectual property lawyer
• Compliance and data protection officer
• Paralegal / legal assistant
• Legal Operations manager
• Financial controller
• Intake triage manager
• Platform administrator
• Business contact (read-only)

Good to know: when a request changes data (for example, creating a task or a contact), Lini only prepares the change. Nothing is saved until you confirm.

⛹ Use cases by role

Head of Legal

Your role in short:

• You are responsible for all legal risks and the legal budget.
• You report to the CEO, the board and the audit committee.
• You need short, reliable summaries, not raw data.

What you can ask Lini:

• Weekly risk briefing
  • Ask: “What changed across all matters in the last 7 days, and what needs my attention?”
  • You get: changes grouped by matter, with risk alerts on missed dates, spend and provisions.

• Priority matters
  • Ask: “Rank open matters by risk level and explain why each one needs attention.”
  • You get: a ranked table with the reasons: overdue tasks, budget overrun, inactivity, matter on hold.
• Litigation presentation for the board
  • Ask: “Create a PowerPoint presentation on our ongoing litigation for the board.”
  • You get: an editable presentation with key figures, status by matter, exposure and next steps.
• Quarterly legal spend
  • Ask: “Total spend and provisions this quarter, by matter type.”
  • You get: a summary table with currency codes.
• Budget alerts
  • Ask: “Which matters are over budget?”
  • You get: the matters over budget, plus those Lini cannot check because no budget is set.
• Precedent search
  • Ask: “Have we handled a similar case before?”
  • You get: matters of the same type, or a clear “no” with partial matches.
• Executive summary
  • Ask: “Give me a one-page summary of the CloudSign acquisition.”
  • You get: a ready-to-read summary.
• Workload by owner
  • Ask: “How many open matters does each lawyer in my team handle?”
  • You get: the number of matters per owner.

Example workflow: Monthly board pack. Send these requests one after the other:

1. “What changed on my matters in the last 30 days?”
2. “Which matters are over budget, and which provisions have not been updated in 90 days?”
3. “Create a 6-slide PowerPoint presentation for the board from these results.”

Litigation lawyer

Your role in short:

• You handle disputes, from the first formal notice to judgment or settlement.
• You work to procedural deadlines.
• You work closely with external counsel.

What you can ask Lini:

• Case timeline
  • Ask: “Build a timeline of the facts from the documents in this matter.”
  • You get: a dated timeline with references to the source documents.
• Hearing preparation
  • Ask: “Prepare hearing notes: facts, claims, our arguments, open points.”
  • You get: a structured note based on the documents and the claims tab.
• Deadlines from a decision
  • Ask: “Read the latest order and create a task for each deadline.”
  • You get: proposed tasks with due dates, for you to confirm.
• Upcoming deadlines
  • Ask: “Show my deadlines for the next 30 days, including overdue ones.”
  • You get: a prioritized list.
• Legal research
  • Ask: “Find recent French case law on late payment penalties between businesses.”
  • You get: decisions with citations, verified against the legal database.
• Settlement analysis
  • Ask: “Compare the spend incurred with the amount claimed and the provision.”
  • You get: a side-by-side financial view.
• Opposing party history
  • Ask: “Which other matters involve this opposing party?”
  • You get: each linked matter with its current status.
• Update for the business
  • Ask: “Write a plain-language update for the sales director.”
  • You get: a short summary without legal jargon.

Example workflow: Receiving a new decision. Send these requests one after the other:

1. “Summarize the judgment uploaded today.”
2. “Create tasks for the appeal deadline and the payment deadline.”
3. “Add a comment to the activity feed summarizing the outcome.”
4. “Update the provision to reflect the amount awarded.”

Contracts and M&A lawyer

Your role in short:

• You negotiate commercial contracts.
• You lead transactions.
• You track obligations long after signing.

What you can ask Lini:

• Matter created from a term sheet
  • Ask: “Create a matter from this term sheet: parties, value, key dates.”
  • You get: a prepared matter with the fields filled in.
• Version comparison
  • Ask: “Compare versions v3 and v4 of the SPA and list the changes.”
  • You get: a clause-by-clause table of changes.
• Post-closing obligations
  • Ask: “List all post-closing obligations and their due dates.”
  • You get: a list of obligations. You can turn them into tasks or tab entries.
• Clause enforceability
  • Ask: “Is a 3-year non-compete clause binding on the seller enforceable under French law?”
  • You get: research with cited sources.
• Transaction summary
  • Ask: “Create a Word closing memo for this acquisition.”
  • You get: a structured closing memo.
• Linked transactions
  • Ask: “Link the escrow matter to the acquisition matter.”
  • You get: a link, prepared for your confirmation.

Example workflow: From signing to follow-up. Send these requests one after the other:

1. “Extract from the SPA the dates for warranties, escrow release and earn-out.”
2. “Create a task for each one, assigned to me.”
3. “Create an Excel tracker of the obligations.”

Employment lawyer

What you can ask Lini:

• Advisory memo
  • Ask: “Draft the outline of a memo on hybrid work obligations under French law.”
  • You get: a structured outline based on research.
• Compliance checklist
  • Ask: “Turn the policy requirements into tasks with owners.”
  • You get: prepared tasks.
• Checking the law
  • Ask: “What does the French Labor Code say about the right to disconnect?”
  • You get: the legal text, cited and referenced.
• Litigation exposure
  • Ask: “Show all ongoing employment disputes and their provisions.”
  • You get: a table of matters with amounts.
• Policy review
  • Ask: “Summarize the policy and flag missing sections.”
  • You get: a summary and a list of gaps.

Intellectual property lawyer

What you can ask Lini:

• Recurring opponents
  • Ask: “Which parties appear in more than one IP matter?”
  • You get: contacts with all their linked matters.
• Renewal reminders
  • Ask: “Create renewal tasks for trademarks expiring next year.”
  • You get: prepared tasks with due dates.
• Infringement precedents
  • Ask: “Find similar trademark matters we have handled.”
  • You get: matters of the same type and their outcome.
• Case law
  • Ask: “Find EU court decisions on the likelihood of confusion between similar trademarks.”
  • You get: decisions with citations.
• Portfolio summary
  • Ask: “Summarize all open IP matters by status.”
  • You get: a summary table.

Compliance and data protection officer

What you can ask Lini:

• Audit trail
  • Ask: “Export the full change history of this matter to Excel.”
  • You get: an exported file.
• Access review
  • Ask: “Who can access this matter, and with which permissions?”
  • You get: users and groups with their permissions.
• Investigation tracking
  • Ask: “List all ongoing compliance investigations and their next deadlines.”
  • You get: a table of matters with dates.
• Regulatory research
  • Ask: “Which GDPR obligations apply when a data breach must be notified?”
  • You get: European and national sources.
• Who changed what
  • Ask: “Who changed the status of this matter, and when?”
  • You get: each change with its author and date.

Paralegal / legal assistant

Your role in short:

• You keep matter records complete and up to date.
• You handle filing, data entry, contacts and deadlines.

What you can ask Lini:

• Matter created from a letter or email
  • Ask: “Create a matter from this formal notice.”
  • You get: a prepared matter with parties, amount and dates.
• Adding contacts safely
  • Ask: “Add the opposing counsel, but check for duplicates first.”
  • You get: a duplicate check, then a prepared contact.
• Invoice entry
  • Ask: “Record this law firm invoice: EUR 8,400 in fees, EUR 300 in expenses.”
  • You get: a prepared invoice.
• Document filing
  • Ask: “Rename the exhibits and move them to the ‘Pleadings’ folder.”
  • You get: prepared document changes.
• Deadline tracking
  • Ask: “Create an Excel tracker of all deadlines on my matters.”
  • You get: a file.
• Custom tab entry
  • Ask: “Add these three claims to the claims tab.”
  • You get: prepared entries.
• Daily task list
  • Ask: “Which tasks are due today or overdue?”
  • You get: a prioritized list.

Legal Operations manager

What you can ask Lini:

• Law firm review
  • Ask: “Total spend by law firm this year.”
  • You get: a table of law firms with amounts.
• Incomplete matters
  • Ask: “Which open matters have no budget, owner or provision?”
  • You get: the matters, with the missing fields.
• Inactive matters
  • Ask: “Open matters with no activity for 90 days.”
  • You get: a list showing how long each one has been inactive.
• Invoice review
  • Ask: “Compare fees and expenses on the invoices of this matter.”
  • You get: an invoice-by-invoice breakdown.
• Reports
  • Ask: “Export the spend report.”
  • You get: an Excel file.
• Usage indicators
  • Ask: “How many matters are open, and how many are assigned to me?”
  • You get: totals.

Financial controller

What you can ask Lini:

• Outdated provisions
  • Ask: “Which provisions have not been updated in 90 days?”
  • You get: the matters beyond the threshold, and those getting close to it.
• Quarterly closing file
  • Ask: “Create an Excel file of all provisions and spend for the quarter.”
  • You get: a file.
• Provision history
  • Ask: “Show how the provision for this matter has changed over time.”
  • You get: dated amounts with comments.
• Provision documents
  • Ask: “Read the document attached to the latest provision.”
  • You get: the text of the attachment.
• Exposure summary
  • Ask: “Total provisions across all open matters.”
  • You get: totals with currency codes.

Intake triage manager

What you can ask Lini:

• Unassigned requests
  • Ask: “Show unassigned intake requests, oldest first.”
  • You get: a list of requests.
• Requests to handle
  • Ask: “Which intake requests need attention?”
  • You get: the flagged requests.
• Assignment
  • Ask: “Assign this request to Paul.”
  • You get: a prepared assignment.
• Conversion into a matter
  • Ask: “Convert this request into a matter.”
  • You get: a prepared matter, filled in from the request.
• Workload balance
  • Ask: “How many open requests does each team member have?”
  • You get: the number of requests per person.

Platform administrator

What you can ask Lini:

• Matter type settings
  • Ask: “Show the template and tabs of the Litigation matter type.”
  • You get: the settings of that type.
• Reference lists
  • Ask: “Add ‘Mediation’ to the list of proceeding types.”
  • You get: a prepared list change.
• Roles
  • Ask: “List the roles and their permissions.”
  • You get: roles with their permissions.
• Access review
  • Ask: “Who has access to this sensitive matter?”
  • You get: the permissions on that matter.
• Teams
  • Ask: “Create an ‘Employment Law’ team with these members.”
  • You get: a prepared team.

Business contact (read-only)

What you can ask Lini:

• Plain-language status
  • Ask: “Where does my matter stand, in simple terms?”
  • You get: a short status without jargon.
• Key dates
  • Ask: “What are the next key dates for my matter?”
  • You get: upcoming deadlines.
• One-page summary
  • Ask: “Give me a one-page summary to share with my manager.”
  • You get: a summary.
• Spend incurred
  • Ask: “How much has been spent on my matter?”
  • You get: the total, with its currency.