Before you ask Lucio anything, the filter tells it where to look. Choosing the right scope is the single biggest factor in getting a precise, fast, well-cited answer. The filter sits just above the chat box and offers five scopes.
The five scopes
Current Email and Current Thread
Answers only from what you have open. A single email uses Current Email; an ongoing chain uses Current Thread, reading the whole back-and-forth. This is the default and the right choice for most day-to-day questions.
Current Email or Thread: scoped to what is on your screen.
All Emails
Searches your entire inbox and answers with citations to each email used and its date. Use it when a question spans clients or matters.
All Emails: the whole inbox, with citations.
Folder
Answers only from one folder. Where each matter has its own folder, this scopes a question cleanly to that matter.
Folder: confine the answer to a single matter.
Custom
Hand-pick the exact emails Lucio should use, two, five, or twenty, and ask only against those.
Custom: cherry-pick the precise emails.
How scope affects the output
A narrower scope gives a more focused, faster, and more reliable answer because Lucio looks only where it needs to. A wider scope is powerful for matter-wide or cross-client questions but returns more, so it benefits from a more specific prompt. As a rule, use the narrowest filter that still answers your question.
Which to choose: worked examples
Your situation | Best filter |
A quick question about the email in front of you | Current Email |
You need the context of an ongoing negotiation chain | Current Thread |
A brief of everything that happened on one matter | Folder |
All communication with a client over six months, across matters | All Emails |
A question against a specific handful of emails you have identified | Custom |
You can switch filters mid-conversation. Lucio reframes its scope without losing the chat, so you can start on one email and then ask now compare this to everything else in the folder.
Refining beyond scope
The filter controls which emails Lucio reads. Everything else, matter type, jurisdiction, client type, tone, document type, risk focus, urgency, and output format, you control through your prompt and your Profile. Express these in the instruction:
Refinement | How to express it |
Matter type | Treat this as a litigation chronology / a transactional status note. |
Jurisdiction | Set in Profile via language and dialect, or say apply English law conventions. |
Client type | Use the formal tone we reserve for institutional clients. |
Tone | Neutral and factual / persuasive / cautious and caveated. |
Document type | Focus only on the attached agreement / only on the pleadings in this folder. |
Risk focus | Flag only the clauses that create liability for our client. |
Urgency | Give me the three things I must action today, nothing else. |
Output format | Return a dated timeline / a ten-point summary / a short client note. |
Best practices
Default narrow. Start with Current; widen only when the question genuinely needs more.
One folder per matter. Clean folder structure makes the Folder filter far more powerful.
Use Custom for precision. When you know exactly which emails matter, pick them rather than searching all.