CASUS now creates Word, Excel and PowerPoint files directly from a chat. You can also use your own document templates, your team's design and skills for recurring ways of working. Dossiers have evolved too: add entire folders, share selected chats and use matter documents as context in the Word Add-in.
These additions connect tasks that belong together: gathering documents, resolving a question, preparing a deliverable and continuing the work with colleagues. Here is what has changed and how you can use the new functions in your legal work.
From a chat to a Word, Excel or PowerPoint file
A chat answer is often an intermediate step. You need a memo for a client, a spreadsheet for the project team or a presentation for a meeting. CASUS can create these deliverables as Word, Excel or PowerPoint files. The offered files appear with the answer, ready to download and work on further.
Describe the task and the format you need. For a memo, specify the audience, question and outline. For a spreadsheet, name the columns. For a presentation, explain who will read it and the points it should cover. Add missing information and sources before using the result.
The following requests are illustrative examples, not recorded product outputs:
“Create a Word memo about the open points in this agreement. Separate resolved questions, assumptions and matters requiring further clarification.”
“Create an Excel overview of the contractual obligations, with the responsible party, deadline and source passage as columns. Flag information missing from the documents.”
“Create a PowerPoint presentation for the project meeting: background, open points and the next decisions.”
Creating a new file complements working with chat answers and proposed edits. It is a different task from exporting an existing answer or changing an open agreement. The AI-Chat page explains how these functions fit together.
Your document templates and your design
Under Templates, you can keep your own model documents and design references. This makes both content and presentation reusable. A model document might provide the structure of an engagement letter; letterhead, a logo and Office templates define its appearance.
A new version needs the details that change from matter to matter: parties, dates, amounts or an optional provision. CASUS can ask follow-up questions and build on the saved template. Specify which template and design to use. Then check the completed details and whether the document is suitable for the actual matter.
Design references, document templates and review standards have distinct roles. Design concerns presentation, while a model document supplies the starting text. Reviewing another party's agreement against your preferred positions calls for the relevant review or Benchmark workflow. Using the same logo does not establish that the substance follows your standards.
Save established ways of working as skills
A skill records a reusable working instruction. If your team prepares a closing checklist in a particular way, you can save that approach for your workspace. Colleagues can then use it for relevant tasks.
You can ask CASUS to create a skill in a Dossier chat. Describe the task it covers, the steps that matter and the expected deliverable. A useful instruction also explains how to handle missing information. A skill does not establish that every necessary check has been completed: the particular result still needs review.
Templates and skills therefore serve different purposes. A template provides a document to build on. A skill describes an approach you want to use again.
Dossiers: entire folders and selected shared chats
Matter documents often arrive as a folder. You can drag entire folders into a Dossier rather than adding every file separately. You can also link documents from SharePoint as context. This requires the appropriate Microsoft connection and access to the relevant sources.
Within a Dossier, ask questions across the collection and develop deliverables from it. A colleague need not start again: share a chat so they can build on the conversation. Depending on the sharing option you choose, you work together in the same chat or the other person continues a copy independently.
Dossier access and chat sharing are separate. Sharing a Dossier does not automatically expose your private chats. Choose which chat to share and with whom. Sharing a chat does not grant extra access to its source documents either. The Dossier page explains these ways of working in more detail.
Continue with the Dossier in Word
In the Word Add-in, select a Dossier as context. This is useful when you are drafting an agreement and need to refer to the other matter documents. For example, compare the draft with a term sheet or prepare wording based on the underlying documents.
The open Word document remains your working document. Files in the Dossier provide evidence and context; the comparison does not edit those source files from Word. Check that the documents are current and that the cited passages support the answer. You then decide which proposed changes to accept in the open document.
Find out more on the CASUS Word Add-in page. For email work, our Outlook Add-in article follows the workflow from attachment to reply. Coordinate setup and the offered access for your environment.
A practical starting point for your team
Start with an approved example matter. Put the relevant documents in a Dossier and choose a clear task: perhaps a memo using your model document or an overview with defined columns. Save the appropriate design and inspect the offered file in the application where you will continue working.
If the task recurs, record the approach as a skill. Share the relevant chat deliberately with the people responsible. This lets you assess content, presentation and collaboration through a concrete deliverable. The existing article on AI due diligence using your own report template explores one such use case.
Open CASUS and explore the new ways of working.
FAQ
Which files can CASUS now create?
CASUS can create Word, Excel and PowerPoint files from a chat or Dossier and offer them with the answer. Describe the content and format you need. Check the file before using it further.
How do design, a document template and a skill differ?
Design includes presentation references such as letterhead and a logo. A document template provides starting text for a new version. A skill records a reusable way of working. The three elements complement each other.
Does sharing a Dossier make my chats visible?
Private chats remain private until you share them deliberately. When sharing a chat, choose its audience and how recipients continue it. Dossier and source-document access are not automatically extended.
Does using a Dossier in Word change its source documents?
The Dossier provides context in the Word chat. The open Word document remains the working document; the comparison does not change the source files in the Dossier. You decide which proposals to accept in the open document.
What do I need to use SharePoint documents in a Dossier?
You need the appropriate Microsoft connection and access to the selected SharePoint sources. Linking them in a Dossier does not replace those permissions. Check which documents are available for the particular task.
