How can I use favorites?

Learn how to use favorites to save common questions, explanations, and policies.

Ryan Groff avatar
Written by Ryan Groff
Updated over a week ago

CoCounsel Core can save common questions, explanations, and policies as favorites. CoCounsel Core asks for this kind of information when you are using file-based skills that allow you to focus its attention. These skills include Review Documents, Extract Contract Data, and Contract Policy Compliance.

Use favorites to save common questions, explanations, and policies to avoid retyping or copying and pasting the same information. For example, maybe you always ask the same set of questions when opposing counsel files a certain type of brief, or maybe you always need to extract the same data from certain types of contracts.

File-based skills with focus

Begin by using a file-based skill that allow you to focus CoCounsel Core's attention. CoCounsel Core will ask you to identify the files it should use, and then it will ask how to focus its attention. This focus will differ by skill.

  • For Review Documents and Extract Contract Data, you will focus CoCounsel Core's attention by asking questions or explaining the information you want to find in documents or contracts.

  • For Contract Policy Compliance, you will focus CoCounsel Core's attention by providing the policies it will use to analyze the existing terms of the contracts.

You may type this information, copy and paste it from another source, or you may add this information from your list of favorites.

Using favorites

Instead of typing or copying and pasting focus information, use a favorite.

1. Click "Add from favorites."

Pictured: Contract Policy Compliance skill

2. Select one or more favorite lists of questions, explanations or policies. Then click "Add saved policies."

Pictured: Contract Policy Compliance skill

3. Click "Add policy" to add policies, click the trashcan to delete policies, or click "Submit request."

Pictured: Contract Policy Compliance skill

The wording of the buttons will differ slightly when you are using a favorite during the Review Documents or Extract Contract Data skills, but the steps are the same.

Saving favorites

Save favorites after CoCounsel begins a file-based skill with questions, explanations, or policies.

1. Click "Save to favorites."

2. Name the favorite.

3. Then click "Save to favorites."

CoCounsel Core confirms the favorite is saved.

Pictured: Review Documents skill

Manage favorites

You may also manage favorites.

1. Expand the left workspace, select "Manage workspace" and then select "Favorites."

2. Search and filter existing favorites, in the upper right select the "Add favorites" button to add favorites. Expand existing favorites to review current wording, or use the ⋮ menu to edit or delete favorites.

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