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Outlook Plugin

OUTLOOK PLUGIN CASE STUDY

OUTLOOK PLUGIN CASE STUDY

Fixing Context Loss in Legal Email Workflows

Fixing Context Loss in Legal Email Workflows

From keyword search to intent-based reasoning — enabling lawyers to understand threads, extract decisions, and draft responses faster. Powered 40,000+ email reviews, 4,525+ queries, and 15,000+ auto-generated narratives.

From keyword search to intent-based reasoning — enabling lawyers to understand threads, extract decisions, and draft responses faster. Powered 40,000+ email reviews, 4,525+ queries, and 15,000+ auto-generated narratives.

OVERVIEW

Outlook’s keyword-based search breaks down for legal workflows where context is fragmented across threads, replies, and attachments.


The Outlook plugin shifts from keyword match → intent-based reasoning, allowing lawyers to search across conversations, review emails with full context, and draft responses grounded in prior discussions. With Narratives, it also converts everyday communication into billable records automatically.

PROBLEMS WE SOLVED

ASSISTANT

USER ISSUE

Finding Relevant Emails & Understanding them

CHALLENGES

  1. Outlook search is keyword-based, Legal work is context + intent-based

    Users remember: “That indemnity discussion”, not exact subject lines

  2. Understanding long and fragmented Email Threads. Context is split across: Replies, Attachments & Different timelines. User: “Even if I find the thread… I still need to understand it.”

SOLUTION

  1. Context Selection

Why it matters : Improves accuracy, Reduces hallucinations, Speeds up responses

Users can control what Lucio reads :

  • Current Email → quick actions

  • Thread → ongoing conversations

  • All Mails → research

  • Custom Selection → deep analysis

  1. Query Search

We shifted from : Keyword match

To : Intent-based retrieval, Cross-email reasoning, Attachment-aware search

Users can now: “Find all emails about indemnity”, “Compare X and Y threads”

Works across -

  • Emails

  • Threads

  • Attachments

  1. Thread Understanding

Context-aware responses, AI understands :

  • Who said what

  • What changed

  • What needs action

  1. AI Drafting (Context First)

Lucio automatically -

  • Summarizes conversations

  • Identifies key decisions

  • Highlights action items

Using the same context -

  • Drafts replies grounded in the thread

  • Maintains tone and continuity

  • References prior discussions

NARRATIVES

USER ISSUE

Filling timesheets from memory

OVERVIEW

Every lawyer owes their firm a weekly timesheet — hours logged against tasks, submitted by a hard deadline, so partners can bill clients based on seniority and time spent. Miss it, and the penalty comes straight out of your own salary. Narratives reads a lawyer's sent emails and turns them into ready-to-paste, timesheet-ready summaries directly inside Outlook

CHALLENGES

Work isn't recorded as it happens : It has to be reconstructed afterward

Nothing captures billable narrative in the moment. The only trace of a lawyer's week lives scattered across dozens of unstructured sent emails.

SOLUTION

Narratives reads every email a lawyer sends as what it actually is — a record of billable work — and turns it into a ready-to-paste, 2–3 line summary written in timesheet language, generated automatically inside Outlook. No separate tool, no re-reading a week of Sent Mail from memory

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