Use the Assistant to draft a new email from scratch, a covering note to a client, instructions to counsel, a chasing email on an outstanding undertaking, or a without-prejudice offer. You brief Lucio the way you would brief a junior, and it returns a ready-to-review draft in your own voice.
Before you start: what to give Lucio
A good draft depends on a good brief. Have these inputs ready:
Recipient and relationship: client, opposing counsel, court, internal team, and how formal it should be.
Purpose: what the email needs to achieve, for example request an extension, confirm advice, or reserve rights.
Key points: the facts, dates, figures, or positions that must appear.
Tone and length: formal or warm, short and firm or full and explanatory.
Supporting material: any document the email relies on, such as a draft agreement or a prior letter.
Step by step
1. Open a new session. From the top of the Lucio panel, start a new chat so the draft begins with a clean context.
Start a new chat, attach a file, or dictate, all from the panel.
2. Set your scope. If the new email relates to an existing matter, point Lucio at the relevant email, thread, or folder using the filter so it has the background. For a standalone email, leave it on the current item and supply the facts yourself.
3. Write your prompt. Type a focused instruction in the chat box. Be specific about purpose, points, tone, and length.
“Draft a formal email to the client confirming our advice that the non-compete is unlikely to be enforceable beyond 12 months, keep it under 150 words, and invite them to call to discuss.”
Type your brief in the Ask Lucio box, then send.
4. Attach any source document. If the email depends on a file on your desktop, upload it with the paperclip (.pdf, .doc, .docx). Lucio drafts using the email context and your document together.
Upload a draft contract or prior letter so the email is accurate to the source.
5. Choose your drafting options. Ask for a particular tone, length, or structure, and a follow-up such as make it firmer, add a deadline of Friday, or shorten the second paragraph refines the same draft without starting over.
Review before you send
Lucio drafts; you remain responsible for what goes out. Check each draft for:
Accuracy: names, dates, figures, and the legal position are correct.
Citations: where Lucio relied on an email or document, click the citation to confirm the source.
Privilege and confidentiality: nothing privileged or confidential is going to the wrong recipient.
Tone: the register fits the recipient and the moment.
When the draft is right, copy it into a new Outlook email and send as normal.
Write in your own voice
Turn on personalization in Profile so every draft follows your greeting, sign-off, sentence length, and tone. The Personalized Drafting Style Guide explains how to set this up.
With personalization on, drafts come back already sounding like you.
Best practices
Brief tightly. Lucio understands legal email, so a short, direct instruction usually beats a long one.
Give the facts once. Put dates, figures, and positions in the prompt or attach the source, rather than relying on Lucio to guess.
Iterate in the same session. Refine with follow-ups instead of re-typing the whole brief.
Never send unread. Always read the final draft and verify any figure or commitment against its source.