Getting Started

Personalization

Personalize August in three places: your Personalization instructions (who you are and how you like answers), Memories (standing facts and rules for you or for a project), and your notification and chat settings. Playbooks, agents, and Tabular Review templates then carry your firm's standards into repeat work.

Set up your profile during onboarding

The first time you sign in, a short setup asks about your practice area, your firm, and your writing style, then offers to connect integrations. We save your answers as your Personalization instructions, so they shape every chat from the start.

  • Practice area: pick the areas you work in.

  • Your firm: describe your firm and the work it does.

  • Writing style: choose a style such as Concise & Direct, Formal & Traditional, Plain Language, Thorough & Detailed, Persuasive & Advocacy, or Technical & Precise, plus format preferences such as bullet points, clear headers, numbered lists, flowing paragraphs, heavy citations, or included examples.

You can skip setup and fill in your instructions later.

Edit your Personalization instructions

Your Personalization instructions apply to all of your conversations, in every project, and are private to you. Include your practice area, jurisdiction, preferred response style, and any standing instructions.

  1. Click your name at the bottom of the sidebar and choose My profile.

  2. Open Personalization.

  3. Edit the Personalization instructions field (up to 5,000 characters).

  4. Click Save changes.

To start over, go to Settings and click Reset next to Onboarding. This clears your Personalization instructions and restarts setup and the guided tours.

Keep standing context in Memories

Memories hold facts, decisions, and standing instructions that August applies between chats. Agents and chats save memories as you work, and you can add, edit, or delete them yourself. See Project Memories for details.

  • Project memories are shared with everyone on the project. Project editors can add notes directly.

  • Personal memories follow you into every project and are private to you.

To open Memories, click the ⋯ menu next to a project in the sidebar and choose Memories. Use the Project and Personal tabs to switch between the two, and click Add memory to write one. Your Personal project only has personal memories.

Choose notifications and chat settings

Notification and chat preferences live in your profile dialog. Click your name at the bottom of the sidebar and choose Settings.

  • Chat completions: turn on Browser notification, Email, or both to hear when a chat response finishes while you are away. Browser notifications need your browser to allow notifications from August; you are asked when you turn them on.

  • Default Mode: choose the mode a new chat starts in. The modes listed depend on what your firm has enabled.

  • Improve prompt, Submit with Cmd/Ctrl + Enter, Timezone, and Appearance adjust how the composer and interface behave.

Agent emails are on the Emails page of the same dialog. Agent Completions sends an email when an agent run finishes, and Agent Auto-Send lists the agents you have approved to send email from your mailbox. Recipients without an approval get Outlook drafts instead.

In-app notifications appear under Notifications in the sidebar. See Collaboration and Notifications for sharing and notification details.

Use your Word and PowerPoint templates

Templates control the formatting of the Word documents and PowerPoint decks August creates for you, such as your letterhead or house slide style. Manage them under My profile > Templates.

  • Your personal templates: click Upload a template to add your own DOCX or PPTX files. Only you can see and use them.

  • Organization templates: templates your firm's admins share with everyone. For each one, choose Ask before using, Use automatically, or Never use. Your choice applies only to your account, and new firm templates start on Ask before using.

Give each template a Display name, a Description, and a Use when note so August can tell when it fits. Admins add and remove firm templates from the same tab; see Manage Your Organization from the Admin Page.

Give August your firm's materials

Upload precedent agreements, templates, standard forms, and internal guidelines so August can match your firm's language. Upload documents directly to Assistant for one-off work, or organize them in projects and folders for ongoing access.

Your documents are never used to train AI models. August maintains contractual agreements with all language model providers prohibiting training on or retention of user data. See Security and Privacy Overview for details.

Apply firm standards with Playbooks

Playbooks turn your firm's preferred positions, acceptable fallbacks, and escalation points into review rules that August applies to every agreement.

  • Generate with AI: upload precedent agreements to Assistant and ask August to draft a playbook from them. Review, refine, and save it.

  • Build manually: open Playbooks in the sidebar and add rules directly: preferred position, fallbacks, unacceptable language, example clauses, and guidance notes.

Apply playbooks in Assistant, in the Word Add-In, or as steps in Agents.

Automate repeat work with Agents

Agents run repeatable legal tasks manually, on a schedule, or when a trigger fires. Each run records the agent version it used, so you can audit exactly what ran.

  • Inputs: required and optional documents, folders, or parameters, so teammates can run the agent without knowing its internals.

  • Steps: document intake, AI analysis, playbook review, control steps for human input or conditions, and output generation.

  • Outputs: Word documents, summaries, or extraction tables.

  • Triggers: schedules or events such as uploads, emails, or webhooks, where your firm has them enabled.

Reuse templates and past work

  • Tabular Review templates: save column configurations from Tabular Review and reuse them across document sets.

  • Playbooks: share a playbook so colleagues review against the same standards.

  • Chat history: reopen earlier conversations from chat history and continue the work.

Rolling out personalization across your firm

1

Train

Securely ingest sample matters, templates, and guidelines that reflect how your firm handles specific work. This gives August context for your preferred language and approaches.

2

Configure

Work with August's team to co-build playbooks and agents until they exceed your standards.

3

Deploy

Launch from chat or email and receive polished Word or PDF documents. Your team runs the configured agents, applies the playbooks, and benefits from firm-specific AI assistance.

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