Documents

Import your documents

Ordalie lets you easily manage your own documents for optimal use within the platform.

Import

Importing documents into Ordalie is simple and straightforward:

• Click on the Import documents button in the Documents section (black banner at the top of the screen)
• Select files from your computer or drag and drop them directly
• Supported formats include PDF, DOCX, PPTX, TXT and other common formats
• At this stage, you can automatically anonymize your documents
• Your documents are then processed and indexed for easy retrieval in the Documents
• You can arrange your documents for easier retrieval using the tag system (detailed in the next paragraph)

Confidentiality 🔒: All your documents remain strictly private and are never shared with other users without your explicit permission.

Organisation

Ordalie uses a flexible tag system rather than a traditional folder structure to organize your documents:

• Attribute custom tags to your documents to categorize them according to your needs
• The same document can be associated with several tags, which avoids having to duplicate it
• This approach allows you to pin multiple documents in a single action during a multi-document search or analysis
• You can filter your documents by tag to quickly find what you're looking for
• For PRO accounts, it's possible to share tagged documents with members of your organization

Document analysis

Ordalie offers several options for in-depth analysis of your legal documents. Note that this feature helps you extract and cross-reference information present in your documents, but does not constitute a compliance analysis.

Multi-document analysis

To analyze multiple documents simultaneously:

1. Select the Analysis channel from the main menu (the box should be colored blue)
2. Click on Choose documents in the gray box to select previously imported files or add new ones
3. Once you've selected your documents, ask your questions in the white box below the document list
4. You can enter your questions in writing or use the voice function with the Start recording
5. (!) You have the option of pre-saving your question lists rather than having to rewrite the same questions every time (read just below 👇)

Customized templates

If certain questions come up regularly in your analyses, you can create your own templates :

1. Click on Use template at bottom left of box, then on New template
2. In the space that appears, enter your questions in the boxes provided
3. Each box may contain a separate question or several grouped questions
4. A template can contain up to five separate questions or a set of questions in a single box
5. Once created, the template is saved and can be reused at any time

Analyzing a single document

To analyze a single document:

1. Go to the Documents section and open the desired file in the built-in text editor
2. Click on the Analyse IA button (blue button top right)
3. Choose the level of complexity of the analysis from the options provided:
   1. Neophyte and Intermediate : simplified explanations, suitable for non-lawyers
   2. Advanced and Expert : in-depth analysis with technical vocabulary and detailed legal considerations

(!) The level chosen influences the accuracy of the answers!

Predefined analysis templates

Ordalie offers several ready-to-use analysis templates to quickly obtain key information :

• Global summary: generate a concise summary of the document.
  • (!) For a more personalized summary, you can write a detailed prompt to tailor the output precisely to your needs. To do this, you can use the New template function and write your prompt directly in one of the white boxes.
• Parties prenantes : identify and list all parties mentioned in the document
• Dates and deadlines : extract important dates, deadlines and deadlines
• Points of attention : highlight critical aspects requiring special attention
• (!) Like multi-document analysis, you can also record lists of questions to efficiently extract and synthesize information from a document.

Document generation

Document generation functionality lets you quickly create quality content based on your requirements. There are several approaches depending on your needs.

Editing from a blank page

To create an entirely new document:

1. Select the Écrire channel from the main menu (the box should be colored blue)
2. In the white box, detail your context and expected outcome (specific clauses, structure, tone, etc.)
3. In order to enrich the context, or if you want certain information to be added to the document that will be generated (in addition to the information in your prompt), it is possible to pin reference documents that will be taken into account by the AI to generate adapted content. For example, when drafting a contract, you can attach K-bis extracts to identify stakeholders, or summary notes and meeting minutes to structure and complete the generated document. Ordalie will analyze these elements and automatically extract the relevant information to integrate them coherently into the final text.

Adapting existing templates

To adapt a document from a template :

• In the Write component, first import your template into the gray box
• The artificial intelligence will then take charge of exploiting the model's structure and formulations, integrating, if necessary, data from the pinned documents
• This feature makes it possible to adjust standardized templates to the specific needs of a file without requiring a complete manual rewrite. For example, when drafting a service contract, you can ask Ordalie to automatically modify certain clauses according to the customer's requirements, while maintaining the consistency of the overall document.

Generating serial documents

To produce several similar documents with different data :

• This option automatically generates multiple documents from a single template, adapting the data specific to each iteration. Ideal for drafting multiple legal documents, such as minutes of meetings or NDAs, it dynamically adjusts the information specific to each stakeholder
• In the Write component, first import your template into the gray box
• In the white box just below, write your prompt, detailing your context and expected outcome (specific clauses, structure, tone, etc.).) - don't forget to ask for the number of documents you'd like to generate!
• Pin or quote (@) the source documents to extract the information and automatically integrate it into the generated documents (ex: K-bis)

Editing and enhancing

Once your document has been generated:

1. Access it directly via the Documents
2. You can download it in different formats (Word, PDF)
3. An anonymization function removes sensitive information before export
4. The integrated text editor lets you freely edit content

In addition, AI can assist with document re-formulation and enhancement using dedicated tools:

• In the text editor, rewrite the whole document in one click with the Writing AI option, or reformulate a specific section by selecting it. A context-sensitive toolbar then appears, allowing you to improve flow, adjust text length or adapt style to suit the requirements of the file.
• Advanced options allow you to customize the document by applying precise rewriting instructions (for example: write this clause from the buyer/seller's point of view).
• A voice dictation function is also available
• The editor integrates layout tools to structure text, automatically correct spelling, grammar, transform information into tables and apply uniform styles.
• Once finalized, the document can be archived, downloaded or reused as a working base.