Configuring Firm-Level AI Integrations
The Firm-Level AI Integrations settings in Maatdesk allow administrators to centrally manage AI provider configurations for the entire firm. Unlike individual AI Integrations—which each user configures independently—firm-level integrations can be assigned to all users, specific users, or user groups. This enables standardized, controlled, and scalable AI access across your organization. This guide explains how to…
maatdeskadminPleading Reviewer Overview
The Pleading Reviewer is an AI-powered assistant designed to navigate the complexity of your legal drafting, specifically focusing on pleadings and motions. This powerful tool analyzes legal documents, identifies potential weaknesses, flags missing elements, highlights key arguments, and signals procedural issues quickly and clearly. Instead of spending time on manual, exhaustive review, you instantly get…
Contract reviewer Overview
The Contract Reviewer is an AI-powered assistant designed to navigate the complexity of your contractual documents. This powerful tool analyzes contracts, identifies risks, highlights key clauses, and signals potential issues quickly and clearly. Instead of spending time on manual, exhaustive review, you instantly get the critical information you need to make informed decisions and mitigate…
Matter Summarizer Overview
The Matter Summarizer is an AI-powered assistant designed to cut through the complexity of your legal matters. This tool extracts essential details and insights from your matter files, providing you with quick, clear, and comprehensive summaries in an instant. Instead of spending time manually sifting through documents, you can get the critical information you need…
AI Responses Overview
All AI responses generated from all Maatdesk AI Tools are automatically saved, and can be viewed, exported, edited, and deleted. Table of contents View list of AI Responses Editing AI Response name View a saved AI Responses Deleting AI Response Printing AI Response View list of AI Responses You can see the list of Saved…
Dashboard Overview
The Maatdesk Dashboard is your centralized control panel, designed to give you an immediate and comprehensive overview of your workload, scheduled events, and key operational metrics. It is the first screen you see upon logging in and serves as your main hub for monitoring and managing your daily activities. This guide will walk you through…
Managing your AI Integrations
The AI Providers page in Maatdesk allows each user to manage their custom integrations with external Artificial Intelligence (AI) tools.These integrations can significantly enhance your workflow by connecting your Maatdesk data and actions with powerful AI capabilities. This guide explains how to set up a new AI provider, and how to edit or delete your…
How to Obtain an API Key for AI Tools
The first step to use AI tools in Maatdesk is to obtain an API key and add it to your integration settings within the App. Maatdesk utilizes third-party AI engines like Google Gemini and OpenAI (via their GPT models) to help you improve your productivity. Table of contents How to create a Google Gemini API…
Questionnaires Overview
The Questionnaires module offers a streamlined solution for creating, managing, and distributing digital forms to clients and contacts. By integrating with external forms from Jotform, this module enables your firm to efficiently collect necessary information and import it directly into the platform. This article details how to access the main Questionnaires screen, create a new…