Webinar: Smarter Case Management for Solicitors: AI-Powered Tools in eBrief Ready

Good afternoon everybody and welcome to this webinar on AI for solicitors and paralegals with me today. I've got re, our CTO, who many of you have met before, and Chenxiao, who's our product trainer and Tony Kinnear who's our CEO. Some of you might not have met Tony before. He's been very active in building out our international distribution of eBrief Ready and Disclosure Ready both in the United Kingdom, United States and also Singapore. So Tony, I might hand it over to you to maybe just do an introduction to this new AI function. Tony's been very involved in AI in terms of its progress in the world, so it's fitting that Tony sort of gives an overview of where we are with AI. I'll share my screen.

Thanks Stephen for the kind introduction. It's great to be on the call today and thank you to all of our guests on the call. We have over a hundred and growing at this point in time. I'm just going to create a little bit of context for what's Stephen and the team we're going to show you today. Firstly, just a little bit of an update on the progress that eBrief Ready has made since we launched the platform back in 2021. It's really gained huge traction across the entire market. eBrief Ready in the last four years has handled over 300,000 matters and we have over 1600 law firms and 65,000 users registered on the platform. That includes over 5,000 barristers, law firms, large, small, and also various government agencies as well as most legal aid and Aboriginal legal service organisations throughout Australia. And across that period we feel that we've consistently listened to client feedback and made a lot of improvements to the platform over time thanks to the feedback of users and today we're really excited to share our first set of AI features that are available now within PRO.

Ready if you just go to the next slide, Stephen, I'm just going to quickly summarise what Stephen will take you through today. There's four features that will show you. Again, as I said, they're now available in eBrief Ready for all of our users in Australia to use and try out. And the first one is smart classification, which is my favourite feature. It allows ease, easy upload and allocation and renaming of documents. It saves a huge amount of time as you're building the matter. The second one is bank statement analysis. It's been in eBrief Ready now for probably four or five, six months. Again, allows for automatic classification of bank statements and credit card statements, can identify missing statements and also extract certain types of data. Again, helps with the efficacy of the operation of the matter and analysis of banking and credit card data. The two which are more recently available in the platform.

In fact they've been there now for only three or four weeks chronologies and analyse. The first one is really the availability of a dropdown feature in eBrief Ready, which allows users to create a chronology or a statement of facts no matter by selecting either all the documents in the matter or a subset of those documents. And really importantly, there's the ability to verify where each fact comes from and we'll show you that in a second. And then finally we'll show you our analyse feature, which again is like a little bit like a chat GPT feature where you can enter any type of query into the matter and do deeper analysis on your documents, identify inconsistencies or do summaries or in fact you can type in any type of query. The important thing to say here is that they are in beta right now. They're free to use this point in time and really welcome everyone's feedback as we have uptake in usage over the next few months.

And of course, this is really just the beginning of our AI rollout within. We'll continue to add to these features over time. The final slide before I hand over to Stephen, I really just want to highlight some of the features or the benefits of the features that are integrated into eBrief Ready. The first one is of course the importance of choice. There's a lot of discussion questioning around how AI should be used in the practise of law. Importantly, the AI features that we have within eBrief Ready are all optional for users. Firstly, you need to accept an additional end user licence agreement to switch on the ai. You don't have to do that if you don't want to do that, that's absolutely fine. And all the existing features of eBrief Ready continue to work fine. So if you choose to accept and use the ai, as you'll see, it's always optional and you can choose to use it, whatever makes sense in the preparation of a matter.

The second really important thing around having AI embedded in the existing platform and the outflow is that you can deploy it context and ensure the integrity of the data within the matter as you use AI. So Stephen will show you, you select the documents within brief that you'd like to deploy AI on and then the AI algorithms run across that and then the application is constrained so that AI cannot go outside the platform and create hallucinations. So that's obviously really important when preparing a brief. The third feature to highlight is around just the ease of use I think, and the fact that you can now use AI seamlessly as you build the matter. So there are many different types of AI applications out there now which build summaries or do chronologies or port to do other types of ai. By using the features that we've integrated into Proofread, there's no need to actually go outside the application and access those pay for them.

And there's no need to transfer documents back and forth between platforms. So ease of use is critical. Final two points, firstly, again I alluded to this, is the integrity and transparency of how the AI is deployed in the output that it delivers. So the ability to audit and cross-reference the output is key. And as you'll see, every element of the AI output in the application is cross-referenced for you back to the source documents in the matter. So again, the key point here with AI is that it's always intended to be a first draught and to be a support tool and not to replace lawyers in any way, shape or form. And it's important that as AI helps with preparing draughts, you can check the accuracy integrity as you move forward. And then finally, costs and accessibility. The ethos of legal ready over the last four or five years has been about making sure we can put technology into the hands of all lawyers in a very simple and affordable way. And that continues with our ai. So our intent is very much to ensure that the AI features are available at as low a cost as possible and to ensure that there's no need to pay more than you need to pay for ai. So our intention moving forward is that AI does not have to be expensive and it doesn't need to be difficult to use. So I'll stop there and hand over to Steven and hopefully you'll see in the next 30 or 40 minutes everything that I've described here in action. So over to you Steve.

Great, thanks very much Tony. And I think Chows just mentioned the chat. If you've got any questions that you want to ask, feel free to put them into the q and a box at the bottom and some of those questions will be asked answered by both Peter and CIA during the session. And if there's some questions that are good questions as a general question, we'll CIA will raise those questions at the end of this presentation and we'll try and answer those. So please do that. Please utilise this time if you've got questions that you want to start asking them early on and Peter and 10, you'll have to answer those during that time. And I think one of the things I want to say about this AI presentation today, the last time I remember we've got over 600 people who have signed up for this webinar.

The last time that happened was during COVID and during COVID. Everybody was forced really to move into electronic world whether they liked it or not. And it was a significant shift. We all know into technology this time's a little different. There are still 600 people interested in this, but it's not like we're being forced there. But I would argue that if we're not taking up this technology now, we are at a significant disadvantage and you'd be the judge of that by the end of this seminar. But my feeling is that as a profession, we need to move into this new world where it's both AI and human being, AI and lawyer working together. It's like you're having your own personal system, but let's see what your conclusion is at the end of this. So I'm going to walk you through the four main AI new features that we've got in the product.

A couple have been there for a little while. The two of them are new. These two new ones are in Vita as Sony mentioned, but you've got free use of those. So we would welcome you in using those new data features and if you've got any issues or anything, we'd love to hear about that. And there's a little button down the bottom right hand corner here and you can just click that on and you can send a message to us, good or bad, letting us know how that's going because really in some ways it's your feedback to us that really helps us to build the product so we maximise the potential of it and it works exactly the way you want to work. Alright, enough of that, I'm going to create a new matter here and I'm going to create this matter called demo and we're going to start to work through these new AI features.

I'll also mention as I'm going along some of the new things we've added, not necessarily AI, but things that may be of interest to you that you may not have known about before and may be helpful. Anyway, I'm going to create a matter called demo. I probably should also mention beforehand, as Tony mentioned, you must accept the AI eula to accept the AI eula or to make sure you've got it on, you can go to your account over here on the right hand side and you can just check under security and privacy and just make sure that that's ticked on. If that's not ticked on, none of these AI features are going to be working for you. And please, if you need some support or help in that, reach out to support@ebrfree.com au cia, I'll put that in the chat and we'll help you to get that up and running.

Okay, so let's create this new matter core demo and you'll also see that we've got this new option for your templates here. So you can have templates on the system. Now for the various types of matters that you run, that's a new feature. I've got this thing called default at the moment, but you can have as many templates as you'd like and they can be different folder structures. Many of you practise in different areas of law, so it's nice to have different folder structures based on the type of work you're doing and your administrators can actually set up those templates to be across the entire organisation if you want them to be. Alright, I'm going to create this matter called demo and I'm going to go into our folder structure here under set up on the top here I've got my folders and this is my default folders if you like.

I'm going to add a new folder here called Bank Statements. So this is AI if you like. Number one that I want to show you. And I'm creating this folder and I'm telling it that I want to add one more thing under advanced. I want this folder to know that I'm going to upload bank statements into it. I could also create a credit card folder or credit card statements. And the same thing I just say, this has got bank statements, both bank statements and credit card statements get processed the same way. So I'm just saying this is a smart folder type I'm creating here. And what that'll allow me to do when I add bank statements onto the system is it'll do some additional processing. So of course you can move them up and down, you know that you can have sub folders, I don't need to go on all of that.

However, if I wanted to at this point in time, I could come to settings and I could create a new matter template and I could say that this is my bank template and that would allow me the next time I create a matter to choose either my default one or my bank one. If I choose my bank one, I would get bank statements as part of that template because I've just added the folder bank statements, turned it on and now I've got it in there. So just showing you, you can create meta templates as we go. Let's go to documents and let's add some documents on the system. So I'm going to add some documents and I want to demonstrate now how the bank statements work. So I'm choosing the bank statements folder and I'm going to select some bank statements off my hard drive here.

I've got a couple down here that I've got. So let me grab them. So I'm grabbing a NZ three so you can probably figure out what that is more or less. B OM 99 and BO M1. Oh. But that's all the system knows as I upload these documents. That's its name, it's got, so what we are hoping to happen here is I'm putting them into a bank statements folder. I'm saying please add some additional processing of these bank statements. And so what we'd hope to see is that those bank statements will be changed, the names will be changed to the actual bank statement name, they'll be put into the correct folder and date, the date, the date range, the date period will be extracted automatically. So in a moment we're hoping to see those names change. You just saw the A NZ one change, then the BOM 90 nines just changed the bm.

So what's happened there is the folders for each of those bank statements that's being created and the bank statements have got in there. So if we look in our index now, you'll see there they are the three bank statements. So just to remind you, these bank statements need to be individual bank statements. You can't upload a bundle of bank statements. If you do, the first one will get processed but not the rest. So upload individual bank statements and you'll also see that it's picked up, that there's a bank statement missing, kind of nice that it's telling you that the bank statement one hundred's missing. So that's AI feature number one. Let's continue on. I'm going to add some more documents. Now this time I just want to show you a new feature, but it's not ai, but I think it's important to show you that there's ways that you can bring documents off your hard drive.

Now say you've got a lot of documents in your OneDrive or your Dropbox and you want to bring those documents across into disclosure ready, what you can do is you can just drag and drop them. So I've got some documents in property and shares. This is on my local hard drive and I just want to drag those across so I can drag them across. They could even be folders in there and I could put these into a particular folder, but I say, look, I just want you to bring them across and put them in the folders I've got on my local hard drive so I can just say individual folders. And you see what's happened here. It's saying, okay, I'm going to put those ones into property and these ones into shares. And so now if I click upload on this, you'll see that two new folders will be created on the left hand side.

Even though we didn't have these folders created to begin with, those folders are being created for us automatically and the documents have gone to those folders. So if I look at my index now, you'll see that that's being built out. Alright, that's just a nice tip. It's not an AI feature, but I think you might find that very helpful, particularly if you've got stuff you need to bring across from SharePoints and Dropbox in OneDrive. Let's move to AI feature number two. So I'm going add documents again and this time I'm choosing smart classification. Now if you don't see smart classification here, when you look at this menu item, you don't have AI turned on and by all means come back to us and we'll help you to get that turned on if you want it turned on. So I'm selecting documents of my hard drive here again, and this time I'm going to just upload five documents called 1, 2, 3, 4, 5.

And you'll know that if we've got word documents, there's four word documents here, you know that we'll convert those to PDF documents automatically. So let's try this out. Smart classification 1, 2, 3, 4, 5. That's all we know about them. And so these documents are coming onto the system now and what it's going to do is try and name the documents but also suggest what folder I should put them into and also extract any dates from them. So you'll see on the right hand side there it's processing the documents and I know that's completed because I can see the page numbers down there and in a moment what I hope happens, it'll come back and up the top right hand corner say those five documents are ready for review and there they are. So if I click on here ready for review, you'll see what it's done, it's gone through document number one and pulled out and said let's a valuation report for David Jones, et cetera.

It's pulled out the dates for a can find dates and any of these things I can check, I can go and say let's have a look at that. Oh yeah, it looks like a valuation report. Great. And the dates February the first, 2024 looks right to me. So you can see that's a really nice way of being able to reclassify documents, it's putting 'em into the folders they suggest, I'm saying that probably shouldn't go into bank statements, I might want to put that into other documents so I can change where I want to put it. I go validate now. And those documents will all now go into the folders that were chosen. And you see, once again, our index just keeps getting built out based on all these documents and where they're being put. Another new feature that we've got on the product, it's not an AI feature but I think people have been asking for this for a long time, is there a way to check for duplicates?

Well there is in the new version that you all have. Now under actions, you've got identify duplicates. So if you click on that button, it'll come back and say there are a number of duplicates on the system here. You can see them all being listed here and you can say, oh gosh, I'll get rid of that one, I'll get rid of this one. And so you can get rid of the duplicates just by clicking on here just to remind you that if a duplicate has got annotations on it, so one of these documents had annotations, it will not let me delete the duplicate here. I can of course go into the programme and delete the try and delete that document, but I'll get a big message saying there are annotations on this document, are you sure you want to delete this document with annotations on it?

So there we go, we've got Ripple Air Duplicate now by running that process. Okay, I think one other thing that I'd like to mention often comes up is people like to change the format. When you download documents, you like to have the format change, you don't want a document number showing there. So under your account you have this setting under preferences where you can say, look, I want the format for my documents when I download them not to have the document number at the front, I want the date at the front or I want the date at the end. So again, it's a common question again, I thought it's just useful to pick that out as we're going along. Alright, so we've shown the first two AI features. I now want to move into these beta, the new beta one. So to do this I'm going to use our e eef ready demo matter.

And if you haven't got the e brief ready demo matter, you can just go to help and import the demo matter here. And that's all I'm using for doing this demonstration. So let me take you to AI number three, which is a chronology. So under extras I've got a list of all the documents up uploaded onto the system. And so by ticking the top box here, I'm basically saying I want you to look at every document that's ever been uploaded on here and I'm going to bulk actions over the right hand side, go create a chronology. In other words, I'm creating a chronology of the entire matter. And so that's now extracting the documents and then very soon it'll come back and it'll prepare a chronology for me. And there it is. Now that was super fast and I want to let you know the first time you run that it's going to go through and it's going to have to pull out all the document information.

It can from each document. That process for those 30 documents could take about five to 10 minutes while it's doing that. But the next time you want to process these documents, be it a query on the documents, be a chronology, it's lightning fast like that and there's a lot of dates here, it's just extracted for me. If I go on the bottom here, you'll see that there's 904 dates that have just been pulled out of this particular matter. So first time you run it, it'll be a little slower because it's got to get the information. But once it's got the information in your memory, even if you come back tomorrow, the next day it'll be lightning fast just like it was there just a couple of seconds to generate nearly a thousand entries. So this is pretty good. It's given you a list of everything that's important in date order the system.

And as Tony mentioned, you can check every one of these sources. So you can come over here and I can say, okay, what's the source of that? So it's actually telling me the page number of the document which I can go to, which will show me where this date is. Now this is a different system to chat GPT in chat GPTI might say something like this and it could go outside the documents, these 30 documents that I've got and it could start to bring in other information. And that's where hallucinations come in. We don't go outside our document range. When I say there's 30 documents or 28 documents, whatever it is, that's all it's working with. And so it's going and just looking at the dates in those documents and the facts that are coming directly from the documents itself, this really limits the ability stops really the ability for hallucinations.

And it also supports you in being able to go and check each one of these one of dates to make sure that they're correct. And so I can look at that and I can go, oh, I want to go to page 20 and I can go in there and I can fact check it and make sure that the date that it's giving back is correct. So you can export this to a CSV file and so you can put it into an Excel spreadsheet and you can do whatever you want with it. I hope you find that really, really useful and really helpful. And I did that on the entire matter, but I could have gone into any one of these folders, I could have gone into my submissions file and said, look, I just want to run a chronology across my submissions. And I just go, okay, create a chronology there.

And again it's looking at those documents and bang, there we are a chronology across the submissions in order of what's happened across these submissions from the respondent from the applicant. And again, I can export that to CSV, I can back check it all. And if you want to just do an individual document, you can just click on here and you can just go create a chronology on just this one document if you wanted to and away it'll go and just do the one document for you. Alright, now to move to AI feature number four, this is an extraordinary feature. I think mean chronology is a great and everybody loves chronologies. I think we're just only waiting our appetite in terms of what the ability to chat if you like with these documents. And I discovered something today which I think is pretty interesting, but let me walk you through the process.

So I'm going to tick all these documents, this is my respondents and applicants documents I've got in the system. I'm going down to bulk actions and I'm going to say analyse these documents and we come back with a default prompt here, summarise the key facts from the selected documents. But I can put whatever prompt in I like, but I'm just going to start with this prompt to start with, why not? And so it's going to go through now and just prepare what it thinks are the key facts from these four or five documents that I've got on the system there and I'll be able to obviously view them. You can see it's generating its response and there it is. So it's coming back and telling me what the key facts are and again, just like in the chronologies we can fact check each one of these that's telling us and say, okay, where did you get that from?

Where did you get that from? Where you get that from? So far so good that it's kind of nice that we get basically a summary of the key facts. But remember this is just a prompt. If you've used chat GPT, you'll be used to using prompts, we can continue to prompt it. So I can run a new query now and say, well I'd like to ask the system now are there any inconsistencies in these documents? So I go analyse again and it's preparing response. So now it's looking for inconsistencies and contradictions between the respondent and the applicant. So it starts to get more interesting I think when you start asking queries like this. And here we go. So it's picking up where it sees inconsistencies saying Sydney's trains talking about zero tolerance. It's different to what the respondent has. And again, all of these issues can be fact checked on the system though again, looking at the zero tolerance issue in particular here and as these queries are made, you can see you can go back to your previous query here and you can look at it so it's saving them.

So I'm going along. So another query I might like to ask and probably this is good for barristers, but just to give you an idea of how this works, I can say I'm asking for the applicant, what are some good cross examination questions to ask? And again, it's going to go in and extract the information from there and bring back what it thinks are some good cross examination questions. So the idea here is the idea is not replacing the barras or replacing this solicitor, but it's actually helping to figure out, have a good, have I've covered everything that I should cover across this particular matter and is there something that I might be missing often when it comes back to these cross-examination questions? There might be six that I course I knew, but there were a couple that I didn't know I didn't remember. And so it's kind of nice just to check it.

So you can see here the sort of cross-examination questions it's putting forward as reasonable questions to be asking if you're acting for the applicant. So it got me thinking, gosh, there's lots of different prompting that you can do. And I thought why do I have to keep thinking of prompting? Why don't I ask the A to come back and suggest some prompting to me? So I was just trying this out this afternoon before our, and so I came up with a new prompt and the prompt is I'm a lawyer, what are some of the good prompts to ask this set of documents? I found this fascinating. I don't know if you do, but I'm not a lawyer. But when I came back with this response I thought, my goodness, it's really actually breaking down the entire matter now these questions into what the key issues are.

So here you go. So regarding the all alleged misconduct and valid reason for dismissal, it's coming back with the suggested questions you might like to ask the ai. So this is AI telling you what questions it should ask about these documents. It takes a little time for my head to get round this. So it's sort of like I'm only just getting used to asking questions now it's prompting giving me the prompts to ask the questions. But you can see this is pretty interesting that it's sort of breaking it down and coming back and telling me some of the questions I might like to continue to ask to delve into the information, which is sort of actually telling me where the critical issues are. I think of the matter. And so I could leave all this here and here's a little trick for you, I don't want to keep going and having hard to get these questions and questions I like to ask.

So I'm just going to open up another table on the top here and I'm just going to log back into eBrief Ready going to go back into this matter and I'm going to back into our submissions here and I'm going to tick the box and I'm going to go into bulk actions and I'm going to continue to do my analyse function, but now I've got two if you'd like two sessions open so I can keep coming back here and I can go, okay, I want to use this one. So I'm just copying that and I can then go back to my little session of opened up here and I can say, well, I want to use that prompt and see what comes back within so I can just basically be feeding it backwards and forwards information from the system and it'll come back and give me responses to that.

So it's just doing its thing now. Now I've got a little trick here. If I ever see this happening where I've already got documents in memory and I see extracting information from documents, for me that's a sign of actually what's going on here. I'm going to let it run. But I think normally what will happen is we'll stop around about here slowly and it shouldn't need to extract information from the documents again. So this is in beta at the moment and we're obviously looking into why it does this from time to time. So what I would normally do is I would just refresh the screening. I know I've got those documents in memory, I've been doing queries on these last documents for the last couple of minutes, so there's no need for it to extract information again. And I'd run my analyse function again and I'll just put in what you'd expect to see is it knows that those documents are in memory and there it goes preparing the response.

So that's a little tricky if you ever see that it's starting to pull the information out again, then just refresh it and ask the question again. So here it comes back with that question, what was the specific misconduct alleged against Carrie Hilda? And it's come back with that's what it was and this is where you can find it. I think in more interesting query that it was suggesting back he was down here further about where are we? Yeah, what is the primary remedy sort and what were the arguments for it? So let's grab that query down here. So I'm just using the mouse to mark that and I'm hitting copy copying that and then I'm just pasting that in as my query over here. So I'm basically using AI to come back again. You still how quick that was to extract the information and now it's preparing the response and there we go.

So here are the arguments for reinstatement. So you get an idea of how one could start to use this I think pretty powerfully. I think we're in very early days, but my sense is that we have entered the time when we would be crazy not to be using this type of technology to support us in running our matters. It's like having a 24 assistant by our side to continue to help us to drill down on the key information and just to show you how this could also be used from a paralegal's point of view, I can change this to say I'm a paralegal now. It came back with a slightly different set of questions and you might know better than me why it's done that, but it was interesting to me that you can use it from a lawyer's point of view or it's coming back with suggestions from her point of view.

So let's see what happens there. Preparing response, there it comes and in a moment, there it is. So there was the suggestions from a paralegal's point of view about these five documents and what further questions you might like to be asking about what's here. Again, cross-references is everywhere. You can go into the page reference here, you can look at the document. There's a part of me, there's a part of me that feels like I just need to say the searching and annotation components I think are still really important. But as AI comes into the world, I feel like it's superseding this, but I still want to hold on the ability to search documents, the ability to come up here and go search and search, say for the word impairment, I think still a useful function. I hope it's still a useful function. I'd like to think that we haven't completely taken out the ability of searching and drilling down on the key information.

So the idea, you can still come in, you can still find something important and you can mark that up on the system and highlight it and annotate it and drill down on it. I think still a really important concept where I can start tagging stuff under the key issues. I think now though, what we can do is not in addition to using the searching function is when we come back and we come back with these samples of where it's found some information, I can now come using the ai, I can come back into the document and I can do the same thing. I can annotate this, highlight the text, and I can annotate and I can put drill down what's important. Maybe I'll say drugs or something like that and I can put my comment there and save that. And so we can still drill down the information, but not only coming via search process but also coming through which were the AI's highlighting what's important to us.

And just like with chronologies, with the ability to do analysis of the documents, analyse the documents, we can choose again a set of documents. So I could come into extras, I can upload history and I could choose to analyse every document on the system. I can choose a folder so I can just particular folders like exhibits or whatever and or can just choose a few documents from that folder or I can just go to an individual document and click analyse. And similarly, just like we were doing smart classification before, I can also smart do smart classification on a document set. So I can also just say, look, these documents I want to rerun smart classification on, and I can classify those documents again if I wanted to. If I'd uploaded some documents a while back and the names were not quite right or if I just wanted to pull the date out, I can do that and the documents will just be able to extract the dates.

So here for example, I've done smart classifications, pull the date out for me. I could say I'm not interested in changing the name, not interested in changing the, I just want the dates. So really both smart classification chronologies and the AI analyse work the same way. You can choose an individual document, you can choose a folder, you can use individual documents in a folder or you can choose the entire document set. Is there anything I mentioned do a lot of the trainings for us? Is there anything else you think that's worthy of mentioning before we open it up to some questions? Yeah,

I think it's a good point to revisit how to select different documents from different folders. That is a recurrent question.

Yeah, so the answer to that question is we can't do that yet. We're working on how to do that going into the future. It's probably a good idea at this point to tell you that we have an advisory board or ai and if what we're showing you today really interests you and you want to get more involved in the AI movement if you like, we would welcome you to join that board. Chencha will put a little link where you can join in and we would really welcome you to join us. So right at the moment we are trying to solve this problem where you would like to do the following. You'd like to come here and say, I like these two documents. I want to do a chronology or analyse them, but I also like to come down here and I'd like to choose these three documents in other documents and I'd like to have them as part of my set and maybe I also want this exhibit up here, so I want these eight documents.

They're not all in the same folder. I could of course come down to extras and I could go down to the upload history and I could go, I want this document, this document. That's pretty clunky too. So we are working on the ability to choose a set of documents across different followers. We'd be very happy to share with you the process we're going through to do that, but we don't have this in our beta version at the moment. Expect to see this released in the next six to eight weeks. The ability to do that as we work through what's the best way to show that to you.

There is also another question about analysing bank statements. If we could use the analysis function to detect any anomalies and so on,

You certainly could. You could come into your bank statements here and you could where my bank statements and one thing my other matter, you could come in here and you could go into your bank statements and you could go into a folder and you could go choose and you could come and run, analyse those. You can also search it, search across them. I'm not about to do that. My bank statements and I'm not about to show all the anomalies in my bank statements, but you certainly could run that on bank statements you've got on the system.

Thank you, Stephen, you just are wondering how to access the AI features, maybe fresh on how to check if they have signed the eula. Yeah,

So up welcome. Under your name here, you've got your account. If you go to your account and you look under your security and privacy on the left hand side you'll see that there's set usage of AI features. If that's ticked on, then you'll be able to utilise ai. If that's not ticked on, then you won't have access to it. Now in organisations, it'll be your administrator that can only turn that on as an individual. You can't turn the AI on. If you're part of a law firm or an organisation, your administrator will need to turn it on. When they do turn it on, it will be turned on for your entire organisation.

Thank you. We do have also several questions about exporting chronologies and exporting analysis with footnotes.

So in our demo here, you saw that when we did our chronology back down here before we ticked on all the documents, we said go off and run a chronology for me. I clicked on create a chronology and it came back and down the bottom there it had the CSV file that it had. So there's our chronology sheet, export the CSV. So you can basically send all that information out to a CSV file and you'll have the date and the time and the link back to where that information came from. For our analyse function, we don't yet have a way to get that out. In the beta version, we've got the moment. So you would go into your submissions, you come back here, you do your analyse function. I'll just go with our default one. And by the way, part of our process of working with this AI group will be to come back with what we think are really useful prompts.

We've just got this one here. You can see how you can make your own prompts and you can even ask AI to help you make the prompts. But part of that group will be to come back and say, well, what would be useful prompts for different types of folder structures for? And also there's no reason why you can't use this across affidavits that you've got on the system. So that'll be part of helping us to figure out good prompts to be using for the different areas of work that's on the system. But here we go. Here's this coming back. We are going to have an export to a word, export this to Word at the moment. The only way I could do this is I could mark it and I could copy it and then I could paste it into Word, but probably not ideal.

So we are very close to having an export to word function, which would also take the references with it on the system. Bear with us. We are in beta on these two new features. And just to let you know that this beta has been rolled out to 65,000 users on the system. So I think it's the largest rollout ever of ai. Tony might be able to speak to that more, but it's enormous rollout of AI to the Australian market to be able to use it. And now that gets back to our philosophy of greater good really, that we think everybody should have access to this type of technology, not just a selected few. And so we really welcome people utilising it and helping to steer us in the right direction in terms of how to utilise it. Haw. Any other questions there or Tony? Any

Reading through? Most of them are regarding prongs, and so I think it would be good to remind them that if they want to take an active part of shaping the ai, they could join our legal advisory report.

Yeah, and have you put a link there Chencha for that?

Yeah, in the chat box.

Great.

And is there any additional costs for the AI features?

Yeah, Tony, I might hand that over to you. I know you've been working around that question for a while now.

Yeah, so the first thing to say is the AI features will be available to use for at least the next few months, and that will give us the opportunity to do two things just to get sense of the likely usage from across our 65,000 users. And so we will understand that the demands on the system will at least be able to estimate that. And then secondly, we'll be able to get a good handle on the cost because there is a token cost for every prompt search that's done using ai. That'll give us a sense for how much extra costs that's bringing into us. And then based upon that, we'll have an AI option in the existing subscription. So you'll be able to subscribe with the AI options included. And our goal is to ensure that that cost is as low as possible and certainly we're very confident that it'll be very affordable to all users the same way that the existing subscription is. So watch this space.

Yeah, thanks Tony.

Maybe just to extend that, I should add, at this stage, we think that bank statement analysis and the smart upload, we're hoping to be able to make that free of charge within the existing subscription. We're not quite sure about that, but we're hoping that will be the case. And then it would only be the chronology and analyse and any new features like drafting. I mean, we'd love to be able to include some automated drafting of common court forms and pleadings in the application in due course as well. But it's the higher number of tokens. The more tokens that get used, the more expensive it becomes. But again, our partnership is with at the moment with Google and they're working hand in hand with us to keep the cost down.

We've got any more questions there?

Got several questions about security and privacy, the AI structures work if we are preserving the confidentiality of the client information.

Yeah, Tony, maybe you want to talk to that too. I think. Yeah, sorry, I missed that question again, Steve or Chencha?

Yeah, about the data security, our AI is working, several questions are around that.

Yeah, I mean that might be something that Peter wants to take, I think. Yeah,

Yeah, sure. So a lot of questions are often about whether we are using the ai, sorry, the data stored on our platform for training our ai. We definitely don't do that. I think J has a document that you can link talking about our AI and our privacy policy regarding that. The other question is where the data is stored. So all data in storage at eBrief Ready in Australia is stored within Australia. The only question mark remains is the data processing. As Tony was saying, we're working with our team at Google to try to get additional capacity. At this time, we're processing the AI within the global region within Google's Vertex platform. However, they are working to improve availability of processing capacity within Australia, which it's quite limited at the moment. So yeah,

So basically we're using Google's global services. I think Chencha, you might've shared some documents, have you around that and the IO policy. So have a read through that. I know some of the larger law firms have very strict, strict conditions around where documents processed. And in that case, they of course can turn off the AI EULA if they want to. And so they don't get to use the AI functions. But I think the documents that you've seen that Google have released are pretty comprehensive. And Peter mentioned as Google builds out their capacity, we hope to have more and more availability just in the Australian region over the next few months. But I'm pretty happy with what Google have come back with in terms of the way they're handling our data. So yeah, but we'd recommend you have a read through those.

It is worth pointing out that the bank statement processing that we currently provide is not processed outside of Australia. The bank statement processing is processed within Australia as well.

Any other questions that,

Yeah, I think that will be the main ones. If there's a good one about the client sending documents to avoid double handling of documents would be an option where you can send a link to a client so they can update our bank statements, they can do a direct upload.

So just being able to share a matter with a client basically so they can upload documents. Yes, of course. That's currently in the current version where you can just, when you're in a matter, you could just come over here and you can say, I want to share this matter and I want to share it with, I could just put in my client's email address here. And I would potentially make them either a full user, not a full user, probably an upload only or a regular member if you wanted them to look at documents. Just like when you share with a barrister, you often make them a regular member. You might make your client a regular member and they can upload documents into the system or go into a document inbox. If they uploaded a bunch of bank statements, you could then just drag and drop them across into the bank statements folder.

And the bank statements folder would go, oh, I'm waking up now I've got documents to process. And would process those bank statements for you. And similarly, if they uploaded a whole lot of documents in the names, the documents weren't very good or you wanted it just to sort them into the right folder, you could run smart classification across all those documents that they've uploaded and it would then classify those documents for you automatically. So I know many, many law firms do use this product, not just for sharing with barristers, but also sharing with their clients so that the client can be involved in the matter. There's no reason why a sophisticated client can't actually be making annotations and pinpointing and key data so many different ways this platform's being used can even use it if I often use it with my accountant just to send a whole lot of documents to my accountant, the bank statements and things like that.

It's much more efficient than trying to send it via emails and things like that. So lots of ways you can use it. It doesn't have to be just a barrister solicitor sharing option. And with this new ability to drill down on documents like we've been showing you today, I think there's a real opening for you just to upload something where you need to be able to research or be able to drill down on key information, whether you're sharing with a barrister or anybody. It's just a really nice way to be able to drill down on key information in a set of documents.

Thank you, Stephen. There's one around how to transfer. Well, is there a way to make sure we don't lose access to a matter in the instance of a staff member leaving?

And so I dunno if I've got it on this particular version here. I do have an organisation administrator. I've got three people in my organisation here. And so one of these people was to leave the organisation. I can click on here to deactivate the user, but before I can deactivate them, I'll have to transfer any documents they've got across to somebody else. So I can't just come in and go going to deactivate them. I would have to come and go, first of all, either delete them, either delete, delete the matters they've got, or just click on here and say, I'm going to deactivate this user, but I'm going to be forced to transfer the permissions of those documents to somebody else before I can remove them. So what we're trying to avoid here is often matters that a matter somebody leaves the firm and the matter no longer belongs to anybody and you've lost track of them.

This will be all the questions or no.

Right. Alright, well I'll thank you everybody for joining us today. It was a large number of users who have come along, but I hope that you've found that really useful. And again, we'd really welcome your feedback. If you'd like to get more involved with this. Genelle has given you a way to do that. We'll send the recording out so that you can share this recording with anybody else. And yeah, again, we just welcome your feedback as we build this out on the system.