Skills are saved sets of instructions that tell LOIS how to approach a specific task using your firm’s standards, preferred format, required checks, and tone. You can think of them as a more robust form of a prompt that can be built once and then invoked, or used, over and over again.
Parts of a Skill
In the sidebar of LOIS Console, click Build > Skills. You can view and search existing skills here, or Create a Skill.
Personal (My Skills) and Firm Skills
Choose to save the skill as a personal or a firm skill.
- My skills are private to the user who created them. These are ideal for individual standards and preferences.
- Firm skills are created by account (tenant) admins and available to everyone at the firm, ensuring that the firm's standards are consistent no matter who is doing the work.
Name and Description
Name the skill and include a short description. The skill’s name is what you will type to invoke the skill, so keep it short and description. The skill’s description is used to help you and your team understand the skill’s purposeAnd tells LOIS when to invoke the skill.
Instructions
Build your instructions. Instructions are the meat of the skill—LOIS will follow these instructions when a skill is invoked. Here, you’ll explain to LOIS what you’d like it to do. Skills can include context and scope, steps, and tools. Skill instructions have a 20k character limit.
Read the section below for help building skill instructions.
Tips for Building Skill Instructions
Skills can be as simple as a prompt you would type in a chat to LOIS. However, because skills are meant to be tools you can depend upon and rerun again and again, they are typically more robust, with more detailed context and steps than a prompt.
Use LOIS for help. LOIS is your best tool for creating a skill. Ask LOIS to help you create a skill for assembling the documents you need for an expert, for example. LOIS can give you the context, steps, and tools it would need to best perform that task.
Don’t be afraid to iterate. Skills can be updated and added to. If you see LOIS’ response is lacking or off-base, add more detail for that part of the skill.
Skills are as customizable as prompts, not formulaic. However, here are some pieces you can include to get started creating a skill:
- context and scope: if you want LOIS to only run the skill for projects that are in the Settlement phase, for example, you could include that in instructions here
- steps: give LOIS steps to help it keep track of the different actions you would like it to perform. For example, you might ask it to generate a table of projects with incomplete tasks, give the table to you for review, and then post a comment on each incomplete task to follow up with the task assignee.
Skill Example
See example of what the text of a skill’s instructions could look like for an intake skill.
An intake skill could encode your firm's complete intake process: the required questions, the documents to collect, the fields to populate, and the internal steps that need to happen before a file is opened. When a staff member invokes /new-case-intake, LOIS could guide them through the firm's own checklist. Here’s an example of what a skill’s instruction’s might look like for an intake skill:
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When opening a new case, walk through the following intake checklist in order and confirm that all of the following are complete. . 1. Confirm client identity: full legal name, date of birth, contact information, and preferred communication method is within the project 2. Capture incident details: date, time, location, and a plain-language description of what happened and ensure this is entered in project fields 3. Identify all parties: adverse party name and contact information, insurance carrier and policy number if known and exist within the Parties section 5. Collect required documents: Confirm file has a signed retainer agreement, HIPAA authorization, and any incident reports. 6. Assess statute of limitations: confirm the incident date and flag if the limitations deadline is within 90 days. 7. Create task in Project to follow up with client in 5 days and assign to Primary If any required field is missing at the end of intake, produce a list of outstanding items and note them in the case file before marking intake complete. |
Invoking Skills
Once a skill is created, LOIS automatically invokes a skill when it matches the task in your prompt. LOIS knows when to invoke the skill based on the name and description you provided when creating. For example, if you asked LOIS to “pull the time entries,” LOIS could invoke an existing /time-entries-review skill, using your the skill instructions to ensure time entries follow the standards laid out in your skill—time entries describe one specific task, with a time of under eight hours and a clear 1-3 sentence description—and flagging time entries for review as needed.
You can also manually invoke a skill by typing / in the LOIS interface, which surfaces a searchable menu of available Skills. Typing /discovery-response, for example, would load your firm's discovery response standards into the session before any work begins.
Tip
Some skills may require refinement. If you aren’t getting the desired output from LOIS when using a skill, consider updating and clarifying the skill instructions, and then try again.
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