Work with Mary's matters and documents through AI
Guides an AI assistant through using the Mary connector: confirming the matter and region, choosing the right search or document tool, and asking before anything is created, drafted or exported.
Use it when
- Starting any task on a Mary matter when it is not clear which matter or workspace to use
- Finding a matter, its workspaces or extracted documents from an AI application
- Checking whether a create, draft or export step has been approved before it runs
Tools it uses
search_matterssearch_workspacesget_workspacequery_workspaceget_document_indexask_fact_explorerget_audit_trailget_matter_summaryrender_workspacerender_search_resultsassistant_wait_for_runassistant_reply_to_elicitationcreate_chronologydraft_documentexport_workspaceanalyze_bank_statements
Find the Harcourt matter in Mary and show me which workspaces it has.
I found one matter called Harcourt v Lindqvist (reference HL-2291) in your US region. It has 3 workspaces: a chronology, a bank-statement analysis and a draft. Shall I open the chronology next?