Using Workbooks with Legal Assist AI
Workbooks
Welcome to the guide on using Workbooks in Legal Assist AI. This guide will walk you through the necessary steps to create and access workbooks. Follow along to make the most of this powerful software.
Go to legalassistai.me
1. Click “Documents”
Click on the “Documents” tab to access your workbooks.
![Click 'Documents'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2Fp7P3eReg9rQXV5J9MmVUgN_doc.png?alt=media&token=88a6c4fb-a8e6-40e6-881e-a0fdd82c293b)
2. Click “Workbooks”
Next, click on the “Workbooks” option from the menu.
![Click 'Workbooks'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2Fq3bKFLngdz7CP6uaUa5ZNA_doc.png?alt=media&token=e5ee99b8-2215-42d1-9549-502d725d3271)
3. Click here
Click here to create a workbook
![Click here](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FkvTakUttAhbEqZKjgeAzbA_doc.png?alt=media&token=ad35d4d1-ebff-4054-8d96-1bccea79d506)
4. Fill “Emails”
Enter here the name of the workbook to be created.
![Fill 'Emails'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FoF3uFS6Wh63jb8brZxr1rJ_doc.png?alt=media&token=37379643-6abb-4e03-83a4-70f259ec829b)
5. Click “Create”
Click on the “Create” button to proceed.
![Click 'Create'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2F3X1wJesCPewQQTSK3Xnyfr_doc.png?alt=media&token=c34a50e2-7453-4c8b-a7ae-0a335d4f1a29)
6. Click “Select Workbook Name”
Next, select the newly created workbook name from the options provided. This will confirm the creation of the workbook
![Click 'Select Workbook Name'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FvPwgeiSbVGTaikM6Qmup1W_doc.png?alt=media&token=2e8eeb95-fd52-464f-9802-a7145886b2d4)
7. Click “Templates”
Click on the “Templates” tab to access the available templates.
![Click 'Templates'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FkgvPhgkpDRbNwR4vpMARM6_doc.png?alt=media&token=013cbb60-dc46-423a-b6ed-424c60ed4d22)
8. Click “Welcome Email Create welcome emails for your customers Free”
Select the “Welcome Email” template to create personalized welcome emails for your customers.
![Click 'Welcome Email
Create welcome emails for your customers
Free'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FuP4VkewGG6vwZnTC1BCGCT_doc.png?alt=media&token=5ac4ca07-663d-47d6-b4ed-e09c1082899a)
9. Click Your Company/Product Name
Click on the specified area and enter Your Company or Product Name
![Click Your Company/Product Name](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FhsvXVzjr4P3WqjE46QQvn2_doc.png?alt=media&token=3e1a1e27-e6a6-42f8-951c-7b25aca43df8)
10. Fill “Legal Assist AI”
Enter the desired text, such as “Legal Assist AI”, in the specified field.
![Fill 'Legal Assist AI'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FrJ85z3iW9LpQQC1BR6vDnk_doc.png?alt=media&token=2382c210-9dbd-4c6b-a598-db26b777e911)
11. Click “Lawyer”
Click on the Audience area and enter the desired text, such as “Lawyer”.
![Click 'Lawyer'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2F7YCtTwD8m6gjeY8haUmzwV_doc.png?alt=media&token=f2f36997-7b19-4e21-b863-91b95a75f386)
12. Fill “Legal AI Assistant”
Enter text in the describe your product or company field, such as “Legal AI Assistant”, in the specified field.
![Fill 'Legal AI Assistant'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FeX8hedVHdmVrXzBD6gfmmQ_doc.png?alt=media&token=1bccec1d-dff6-4c5e-9aac-4e13e51836ba)
13. Click “Generate Text”
Click on the “Generate Text” button to generate the email content.
![Click 'Generate Text'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FtxcrQDaW19sFRT7asyjYNH_doc.png?alt=media&token=5d8f6377-6829-4ea3-9e7d-a6a038221360)
14. Review your results and update any information as needed
Review your results and update any information as needed
![Review your results and update any information as needed](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2F6h7RCoHjkp6QA9EXV73JzV_doc.png?alt=media&token=7e9981fc-85f9-45f1-9106-047c81b3636b)
15. “Name Document”
Click on the “New Document” option to name the new document.
!['Name Document'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FqwWT6TmworvQVu5DgQnWbd_doc.png?alt=media&token=e2e2f481-a583-4c69-89b0-304843c09e1d)
16. Click to see available workbooks
Select the dropdown box next to select workbook
![Click to see available workbooks](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FerhHSVALkfBBvDtQ1CsELH_doc.png?alt=media&token=9d5e40ba-a2cd-47f8-bc67-7bf3a01c082b)
17. Click “Emails”
Click on “Emails”, which is the workbook you created. This will be the workbook the new document will be saved in
![Click 'Emails'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FvUSvfBYuQ1Trk39Qr9XBBq_doc.png?alt=media&token=0c387095-0bd1-4542-b99a-952e8efee02b)
18. Click to save the document in the selected workbook
Navigate to this section and click save
![Click to save the document in the selected workbook](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FcrLto9cBmNyvyoycXYjNCK_doc.png?alt=media&token=125bfd02-e69f-471b-bc9d-8c51d9b3721c)
19. Click “Documents”
Now click on the “Documents” tab to access your workbooks.
![Click 'Documents'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2F3dhGsWYZdiYwYrY4vpy17C_doc.png?alt=media&token=4e453221-00dd-4650-8a9d-be8f257ede7a)
20. Click “Workbooks”
Next, click on the “Workbooks” option from the menu.
![Click 'Workbooks'](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2FaoiefqR3zJbsjeqJ9AedZ1_doc.png?alt=media&token=4ae06331-8c38-462c-aa17-3ebdf4e3b7dd)
21. Click here
Select the workbook you created and the document will show in the results window. It can be reviewed and further edited if required/
![Click here](https://static.guidde.com/v0/qg%2F6TKN0IFP2ZWwjgFgCH7JIwBQVbr2%2Ffeta1X5eb9ptQYf5fLbSPL%2F3xmb8vy8AYbMDsaK5gNJfW_doc.png?alt=media&token=17ff2f38-59f6-4c03-af92-a9a480cadb6b)
In this guide, you learned how to access workbooks, create templates, and generate customized emails using Workbooks in Legal Assist AI. By following these steps, you can streamline your workflow and improve efficiency in managing your legal documents and communication with clients.
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