How to set firm-wide prompt defaults
To set firm-wide prompt defaults — open Firm Settings, Prompt Defaults, and configure jurisdiction, citation style, output format, and tone. Defaults apply to every user prompt in the firm. Individual users can override for specific matters.
What defaults control
Defaults control jurisdiction (e.g., "Always assume NSW unless told otherwise"), citation style (AGLC4 recommended), output format (letter style, memo style, bullet points), and tone (formal advice, plain language, internal memo). Each can be set independently.
Override mechanics
Defaults apply to every prompt but users can override. For example, a firm default of NSW can be overridden by a user working on a VIC matter by simply stating "VIC matter" in the prompt. Overrides are logged so you can see pattern usage.
Starting point
I recommend starting with jurisdiction and citation style defaults. These are the lowest-friction and most valuable. Add output format and tone defaults once you have a clear view of the firm style.
Step-by-step
- Open Prompt Defaults. Firm admin opens Firm Settings, Prompt Defaults.
- Set jurisdiction. Add the default jurisdiction. Quillio applies it unless explicitly overridden.
- Set citation and style. Set citation style (AGLC4 is default), output format, and tone.
- Test and adjust. Run a few sample prompts to confirm the defaults apply correctly. Adjust based on what you see.
Common issues
- Conflicting defaults create confusion — simpler is better
- Defaults that differ from user expectations cause friction — communicate changes
- Matter-type overrides are a common next step — plan for matter-type rules
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