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How can I help?

Getting Started

The AI Resources Hub

Gain an overview of AI resources offered by Geradin Partners.

What is the AI policy?

A brief description of GP's AI policy.

Which AI tools have been approved by the firm?

Geradin Partners has purchased dedicated plans for leading LLMs.

How do I navigate through the approved AI tools?

To navigate through GP's approved AI tools, select their information boxes in the AI Portal, and read through their attached guides.

Where do I go for assistance?

Use established support channels to request assistance for AI-related matters.

About the GP AI Portal

A brief description of the resources available on the GP AI Portal.

Is there a shared library for AI material?

Yes! The 'Documents' library is a collection of shared AI resources and is available firm-wide. Access the library on the GP AI Portal.

How can I convert my files to Markdown format?

Markdown converters are available on the GP AI Portal and can convert PDF and DOCX documents.

How do I stay up-to-date with the firm's AI guidance and tools?

To stay informed, refer to the 'News & Updates' page in the GP AI Portal

Frequently Asked Questions on AI Usage

Find answers to Frequently Asked Questions that pertain to AI usage within the firm.

AI Policy & Regulations

About the GP AI Policy

An overview of how AI tools may be used within the firm.

Jurisdiction-Specific Bar Regulations

Office annexes in the AI policy detail jurisdiction-specific bar regulations to heed.

Matter-Specific AI Rules

Clients may have specific demands regarding your AI usage; enter and refer to these demands in Clio matters.

How should I handle confidential data?

A structured approach to handling confidential data ensures that data privacy is maintained.

Support & Requests

How can I submit, view, & update Support requests?

Use the 'Support portal' on GP's Support site when making Support requests.

How-To Guides

How to choose the right AI tool

How to choose the right AI model?

7 Ways to Decrease Token Consumption

Act strategically to avoid hitting token limits.

How to create projects — and why they matter

Projects are dedicated, self-contained workspaces that can be shared with colleagues, enhancing organization and collaboration.

ChatGPT

How to Search through a B2B Database with ChatGPT

ChatGPT Quick Start Guide

How to Create Projects in ChatGPT

Claude

How to Search through a B2B Contact Database with Claude

Use Claude's connector to the B2B database to perform tailored searches.

Claude Quick Start Guide - The Basics

A guide to the functions most useful in day-to-day work

AINO

How do I setup a GP AINO account?

GP AI

Using the GP AI Interface

Archive

AI Portal Help Page Contents

The contents of the 'Help' page on the GP AI portal.