Review AI drafts

Vo drafts lets you review AI drafts made from your firm's records before anything happens. This tour covers the page.

1:21 video·Captions and transcript·1 written guide

01Overview
0:00 / 1:21

Chapters

9

Accept, edit or reject a draft

Every AI output is a draft. A person decides what happens to it.

  1. 1

    Find the draft

    Open Vo drafts from the sparkle icon at the top of the sidebar.

  2. 2

    Read the sources

    Each draft links to the records it used.

  3. 3

    Accept, edit or reject

    Accepted drafts become normal actions you send yourself. Rejections are logged.

  4. 4

    Consultant review

    Anything that reads as legal advice needs the responsible consultant’s review.

Open Vo drafts from the sparkle icon at the top of the sidebar.
Open Vo drafts from the sparkle icon at the top of the sidebar.
The Vo drafts header: nothing is sent, signed or changed until a person accepts it.
The Vo drafts header: nothing is sent, signed or changed until a person accepts it.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

  1. 02Find it

    Open it from the sparkle icon at the top of the sidebar.

  2. 03Header

    The header reads Vo drafts. The subtitle says Vo prepares drafts from your firm's own records, and nothing is sent, signed or changed until a person accepts it.

  3. 04Status chips

    Chips show 0 waiting, AI off for this firm and Drafts only. The AI settings button is at the top right.

  4. 05Empty state

    The empty card says Vo is off for this firm. Every workflow works by hand, and the firm owner can turn Vo on in Vo and AI.

  5. 06Hard limits

    Vo can't sign, submit, send, move money, change bank details, give legal advice or record a decision. Those always need a person.

  6. 07What Vo drafts

    On the right, What Vo can draft lists six options, from Document classification to first drafts of letters. All six are on, but they only take effect once Vo is turned on.

  7. 08This week

    This week shows 0 drafts, 0 accepted, 0 edited and 0 rejected. Every run records the model, prompt version, records read and reviewer.

  8. 09Recap

    In short: open the sparkle icon, read the chips, respect the hard limits, check what Vo can draft, and watch this week's counts. Next: Vo and AI.

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