Zeno

An overview of how Zeno helps you research legal questions, work with documents, organise matters, and review information.

Practical Guide to Zeno's Features

Setting Up Your First Workspace

How to Start Your First Chat

Uploading Your First Files

How to Conduct Legal Research and Upload Documents to Zeno

Natali Petras

Eloy Wijlhuizen

Getting Started 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

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Assistant & Legal Research 

What is the Assistant?

How to Access Your Chat History in Zeno

Chat with Documents in the Assistant

How to Edit a Prompt in the Assistant

What Context Carries Between Chats, Threads, and Workspaces?

How do I validate or explore a specific part of a Zeno response?

Generating Artefacts in Zeno

How do I stop a run in the assitant?

Assistant  

Assistant or Legal Research: Which Should I Use?

How Does Zeno Decide When to Use Legal Research?

How to Use Legal Research

How Citations Work in Zeno

What sources does Zeno use for Legal Research?

Why Does Zeno Say a Legal Source Is Unavailable?

Why am I not seeing any citations in my answer?

Why does Legal Research take longer to respond?

How To Switch Jurisdiction and Select Sources in Zeno

How to Search for and Add Legal Sources to a Chat

Legal Research, sources, and citations

Prompt Library

Prompt Presets

What is the Prompt Improver?

How to Share a Prompt Preset

Prompting 

How to Create and Edit a Response Style

Can I Personalise Zeno's Answers?

How to Create and Edit a Writing Profile

Personalization 

Files & Document Management 

Working with Files and Folders

Can Zeno Read Attachments Inside Email Files?

Manage Your Files

What file types can I upload in Zeno?

What are the limits on files and documents I can upload?

Upload and Organize Files 

How to Translate a Complete Document or Text in Zeno

Can Zeno analyze documents in other languages?

Translate and Transcribe 

Word Add-In & Integrations 

How to Install the Zeno Word Add-In

How to Use the Zeno Word Add-In

Use Cases and Prompt Guide

Prompt Library in Word Add-In

Using the Prompt Improver in the Word Add-in

Edit a Suggestion Before Applying It

Copying the Text of a Suggestion

Accessing Chat History in the Word Add-In

Word Add-In

NetDocuments Integration

How to Set Up the Epona Integration

Integrations

How to Share a Workspace and Collaborate

How Sharing and Visibility Work in Zeno

Can I Move Chats or Files Between Private and Project Workspaces?

Can I Export All Chats From a Workspace?

How many files can I have in a Workspace?

Workspaces & Collaboration

Table Review & Rulebooks

How to Use Table Presets

How to Make Table Presets

Configuring the output of a Column

See Details in Tables

How to Order & Filter Table Columns

Why can't I see all the prompt templates?

How many documents can I use in the Table Review at one

How to Start a Table Review

Table Reviews 

How to Create a Rulebook

Re-Using Your Rulebook (Presets)

Rulebooks 

What Should I Do if Zeno Reads a Document Incorrectly?

What Should I Do if a Citation or Case Cannot Be Verified?

What Should I Do if The Assistant is Unresponsive or Slow?

Can I Recover a Deleted Chat?

I Cannot Upload a File: What Should I Check?

Troubleshooting 

Security, Privacy & Trust 

Where Is My Data Stored and Processed?

Does Zeno use my data to train AI models?

Which Sub-Processors Does Zeno Use?

Data Usage, Storage and Retention 

Where Can I Find Zeno's Security Certifications and Trust Centre?

How Does Zeno Secure and Control Access to Customer Data?

Compliance, Security and Assurance 

Account, Billing & Access 

What Is a Seat and How Is Pricing Calculated?

What plans does Zeno offer?

Can I purchase seats for my colleagues?

Can I sign up for a monthly subscription?

Can I sign up for an annual subscription?

When does my subscription start?

Are there any additional fees or hidden costs?

What is Zeno's cancellation policy?

Where can I access my invoices?

How do I add a promotional code?

Plans, Seats, and Billing

How to Invite and Manage Users in Your Organisation

Account, Authentication, and Administration 