Overview
Lucio’s Briefcase tool enables users to create AI-enabled knowledge management repositories, facilitating intelligent search, per-document insights, and consolidated analysis across large sets of documents. Projects can be manually created by users or Repositories can be requested as part of Lucio's bespoke scraping service for enterprise clients.
1. Creating a Project on Briefcase
How to Create a Project
Log into your Lucio account.
Navigate to the Briefcase tool.
Create a new project.
Upload documents of any file type (PDF, DOCX, etc.).
Use the AI-enabled search capabilities to:
Retrieve document-specific insights
Extract trends and patterns across the project
Share the repositories with your team members on Lucio. You can choose which queries to make public within this group.
Best Practices for Briefcase Projects
Use clear naming conventions for uploaded files (e.g., Name_DocumentType_Date)
Keep repositories lean (in terms of file sizes and numbers) for faster performance
Periodically review and archive outdated documents
2. Example Use Cases
Successful projects on Lucio have included:
Regulatory Orders: All orders of an Authority on a particular type of proceeding. Enables trend analysis of penalties and decision rationales.
Advisory Opinions Archive: Centralized, searchable record of legal/advisory opinions issued by a team.
Contract Position Tracker: Collection of executed contracts to analyze the company’s standard positions and variations over time.
3. Lucio’s Bespoke Repository Creation Service (For Enterprise Clients)
Lucio offers to its enterprise clients (10+Licenses) or Individual Users with Gold Licenses, a monthly-updated, customized document scraping and repository creation service. These repositories are delivered as ready-to-use Briefcase projects.
A list of repositories curated by Lucio is available on this link. For assistance or to initiate a repository scraping request, please contact your Lucio CS POC or write to [email protected].
Steps to request a new repository
Reach out to your Lucio CS Point of Contact (POC).
Share the following details:
Exact Link to the public source/website from where documents should be scraped.
Lookback Period (e.g., last 12 months, last 3 years) – Ensure balance between comprehensiveness and operational performance.
Preferred File Naming Format – Helps organize the repository meaningfully (e.g., Authority_CaseNo_Date).
List of user email ids for the repository to be shared with.
Note: A smaller, well-structured repository performs better and yields quicker, more accurate results.
4. Ongoing Maintenance
For Lucio-created repositories, updates are provided at the end of each month by the Lucio team.
For user-created repositories, clients should: regularly upload new documents, remove redundant or outdated files and ensure consistency in naming.
In this tutorial, you'll learn how to create a project, upload documents, and navigate through the 'TSMPL Arbitration' and 'RBI Master Circulars (2015 - Apr 2025)' sections.