Prompting Best Practices for CoCounsel Core Customers

CoCounsel Core is your AI legal assistant, capable of analyzing and writing at a post-graduate level to expertly handle a wide variety of legal tasks.

As is the case with any human colleague, clear communication with CoCounsel Core always makes for the best outcomes.

Join Casetext reference attorneys for a regular live webinar introducing CoCounsel Core customers to prompting—the technique of communicating requests to the AI platform.

This overview of prompting practices is specific to CoCounsel Core, so you can start creating your own unique prompts and maximize your success.

In this presentation, you will learn:

What generative AI prompting is and why it’s important
Different types of prompting techniques for CoCounsel Core
How to prompt CoCounsel Core to do a task outside of its defined skills
An easy framework to use when creating your own prompts

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Presenters

Casetext’s product training attorney team is composed of experienced legal professionals who devote themselves to educating attorneys on effective implementation of generative AI in their daily practice.

Claire Adams

Claire Adams began her legal career as a criminal prosecutor in New Mexico in 2016. In 2020, she joined a boutique firm in Tokyo, Japan where she focused on international commercial and transactional law. Since starting at Casetext as a senior product training attorney in February 2023, Claire has concentrated on legal research, data quality, and promoting CoCounsel.

Ross Heyl

Ross Heyl worked as a litigation attorney at Motley Rice LLC, where he litigated on behalf of plaintiffs injured in terrorist attacks. During his litigation career, he frequently used Casetext’s solutions. Ross joined Casetext, part of Thomson Reuters, as a product training attorney in 2024.

Maddie Pipitone

Maddie Pipitone holds a J.D. from the University of Florida and has practiced insurance defense, general civil litigation, and securities litigation. She is particularly passionate about legal research and technology, and helped create Westlaw Precision searching on the Thomson Reuters editorial team before joining Casetext as a product training attorney.

Deborah Rummelhart

Senior Product Training Attorney Deborah Rummelhart has practiced general corporate law, probate litigation, and estate planning. She spent 20 years at LexisNexis teaching legal research applications and helping to develop new research products. Deborah obtained her J.D. at Harvard Law School.

Kristina Sracic

Before joining Casetext in 2020, Kristina Sracic served as a trial attorney at the United States Department of Justice, Office of Immigration Litigation (OIL) where she argued on behalf of the US Government in the Courts of Appeals. She is a senior product training attorney at Casetext, part of Thomson Reuters.

Randy Tessier

Randy Tessier holds a J.D. from Emory University and practiced as a criminal defense attorney at the Atlanta Judicial Circuit Public Defender Office. As a senior product training attorney, his duties include developing customized training programs and working with product and engineering teams to ensure customers’ needs are met.
© 2024 Casetext Inc., a part of Thomson Reuters
Casetext, part of Thomson Reuters are not a law firm and do not provide legal advice.
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Draft Correspondence

Rapidly draft common legal letters and emails.

How this skill works

  • Specify the recipient, topic, and tone of the correspondence you want.

  • CoCounsel will produce a draft.

  • Chat back and forth with CoCounsel to edit the draft.

Review Documents

Get answers to your research questions, with explanations and supporting sources.

How this skill works

  • Enter a question or issue, along with relevant facts such as jurisdiction, area of law, etc.

  • CoCounsel will retrieve relevant legal resources and provide an answer with explanation and supporting sources.

  • Behind the scenes, Conduct Research generates multiple queries using keyword search, terms and connectors, boolean, and Parallel Search to identify the on-point case law, statutes, and regulations, reads and analyzes the search results, and outputs a summary of its findings (i.e. an answer to the question), along with the supporting sources and applicable excerpts.

Legal Research Memo

Get answers to your research questions, with explanations and supporting sources.

How this skill works

  • Enter a question or issue, along with relevant facts such as jurisdiction, area of law, etc.

  • CoCounsel will retrieve relevant legal resources and provide an answer with explanation and supporting sources.

  • Behind the scenes, Conduct Research generates multiple queries using keyword search, terms and connectors, boolean, and Parallel Search to identify the on-point case law, statutes, and regulations, reads and analyzes the search results, and outputs a summary of its findings (i.e. an answer to the question), along with the supporting sources and applicable excerpts.

Prepare for a Deposition

Get a thorough deposition outline in no time, just by describing the deponent and what’s at issue.

How this skill works

  • Describe the deponent and what’s at issue in the case, and CoCounsel identifies multiple highly relevant topics to address in the deposition and drafts questions for each topic.

  • Refine topics by including specific areas of interest and get a thorough deposition outline.

Extract Contract Data

Ask questions of contracts that are analyzed in a line-by-line review

How this skill works

  • Allows the user to upload a set of contracts and a set of questions

  • This skill will provide an answer to those questions for each contract, or, if the question is not relevant to the contract, provide that information as well

  • Upload up to 10 contracts at once

  • Ask up to 10 questions of each contract

  • Relevant results will hyperlink to identified passages in the corresponding contract

Contract Policy Compliance

Get a list of all parts of a set of contracts that don’t comply with a set of policies.

How this skill works

  • Upload a set of contracts and then describe a policy or set of policies that the contracts should comply with, e.g. "contracts must contain a right to injunctive relief, not merely the right to seek injunctive relief."

  • CoCounsel will review your contracts and identify any contractual clauses relevant to the policy or policies you specified.

  • If there is any conflict between a contractual clause and a policy you described, CoCounsel will recommend a revised clause that complies with the relevant policy. It will also identify the risks presented by a clause that does not conform to the policy you described.

Summarize

Get an overview of any document in straightforward, everyday language.

How this skill works

  • Upload a document–e.g. a legal memorandum, judicial opinion, or contract.

  • CoCounsel will summarize the document using everyday terminology.

Search a Database

Find all instances of relevant information in a database of documents.

How this skill works

  • Select a database and describe what you're looking for in detail, such as templates and precedents to use as a starting point for drafting documents, or specific clauses and provisions you'd like to include in new documents you're working on.

  • CoCounsel identifies and delivers every instance of what you're searching for, citing sources in the database for each instance.

  • Behind the scenes, CoCounsel generates multiple queries using keyword search, terms and connectors, boolean, and Parallel Search to identifiy the on-point passages from every document in the database, reads and analyzes the search results, and outputs a summary of its findings (i.e. an answer to the question), citing applicable excerpts in specific documents.

Skills

UNIVERSAL
Search a Database

Find all instances of relevant information in a database of documents.

Summarize

Get an overview of any document in straightforward, everyday language.

Draft Correspondence

Rapidly draft common legal letters and emails.

TRANSACTIONAL
Contract Policy Compliance

Get a list of all parts of a set of contracts that don’t comply with a set of policies.

Extract Contract Data

Ask questions of contracts that are analyzed in a line-by-line review

Prepare for a Deposition

Get a thorough deposition outline by describing the deponent and what’s at issue.

LITIGATION
Legal Research Memo

Get answers to your research questions, with explanations and supporting sources.

Review Documents

Get comprehensive answers to your questions about a set of documents.