Before you rely on an incoming email or send an outgoing one, ask the Assistant to review it. Lucio reads the email in context and checks it for tone, legal accuracy, completeness, risk, confidentiality and privilege, references to missing attachments, and client-readiness, so nothing leaves your name that should not.
Set the scope to the email
Open the email or draft you want reviewed. Keep the filter on Current Email, or Current Thread if the email only makes sense in light of the chain. This focuses Lucio on exactly the message in question.
Keep the scope on the email or thread you are reviewing.
Reviewing an incoming email
Ask Lucio what the email really says and what it commits you to.
Ask your review questions in the Ask Lucio box.
“Summarise this email and list anything it asks us to do, with deadlines.”
“Does this email contain any admission, concession, or commitment we should be careful about?”
“The email refers to an enclosure. Does it look like an attachment is missing?”
“Is there anything here that needs a response today?”
Reviewing an outgoing draft before sending
Paste or open your draft and have Lucio pressure-test it the way a careful colleague would.
Check | Prompt |
Tone | Review this draft for tone; is it appropriate for this client? |
Legal accuracy | Does anything here misstate the position or overstate our advice? |
Completeness | Have I missed anything the recipient asked for in the thread? |
Risk | Does this commit us to anything, or create a liability I should flag? |
Confidentiality and privilege | Is anything here privileged or confidential that should not go to this recipient? |
Missing attachments | The draft mentions an attachment; remind me if one needs to be attached. |
Client-readiness | Is this clear and professional enough to send to a client as is? |
Use citations to verify
Where Lucio refers to something said earlier in the chain, it cites the source email. Click through to confirm a date, a figure, or a prior commitment before you act on the review.
Widen only if needed
If completeness depends on earlier correspondence, switch to the matter Folder or All Emails so Lucio can check the draft against what was promised earlier in the matter, then return to the email to finish your review.
Best practices
Review outgoing client emails as standard. A ten-second tone and risk check prevents avoidable problems.
Always confirm privilege before sending widely. Ask Lucio, then use your own judgement.
Check attachment references. If the body mentions an enclosure, make sure it is actually attached.
Treat the review as assistive. Lucio flags issues; the decision to send remains yours.