Introduction
This Knowledge Article provides a comprehensive, step-by-step guide for law firm administrators, practice managers, and staff on how to effectively use the CORTO Prompt Library with CORTO AI for Word. This simple add-in allows seamless integration of CORTO AI directly within your Microsoft Word documents. By following this guide, users will be able to streamline their workflows and fully leverage the powerful resources available in the CORTO Prompt Library.
Using CORTO AI for Word
CORTO AI for Word is a straightforward add-in that enables easy access to CORTO AI directly within your Microsoft Word documents.
Steps to Use CORTO AI for Word
Download and Open the AI Prompt
After downloading the desired AI Prompt and opening it, CORTO AI for Word will appear on the right-hand side of the Word document.First-Time Users
โNote: If this is your first time using CORTO AI for Word, you will need to read and accept the terms and conditions before proceeding.Providing Information to CORTO AI
Depending on the information required for the specific prompt, you may be asked to answer a few questions before the AI generates a response.Automatic Generation
If no additional input is required, the AI Prompt will run automatically, and CORTO AI will generate a detailed response based on the predefined rules and guidelines set out in the AI Prompt components. This will deliver an initial draft for your review.
CORTO AI for Word Online (Optional)
You can also open the desired AI Prompt using CORTO AI for Word Online instead of the desktop app and follow the same steps.
Should the Add-in Not Auto-Install
If, for some reason, the add-in does not appear automatically, you can manually install it by following these steps:
While in your Microsoft Word document, click on File in the top left corner.
Click Get Add-ins.
Ensure you are on the Store tab, and search for Matter AI.
Click Add.
Click Continue when the license terms and privacy policy window appear.
The Matter AI for Word add-in will install and can be found in your Word ribbon.
Summary
By following these simple steps, users can effectively use CORTO AI for Word to generate high-quality drafts directly in Microsoft Word, streamlining workflows and improving efficiency.