Matter AI for Word

How To

The Matter AI for Word feature makes it easy to use Matter AI directly within your Microsoft Word documents through a simple Add-in. Matter AI for Word has two main features:

Chat Mode (Default): Users can ask questions about their matter or document, and Matter AI will provide answers that can easily be inserted directly into the document.
Prompt Mode: Matter AI reads the contents of a document as a "prompt" and generates a detailed response based on the rules and guidelines outlined in the document.

Desktop
Web

Matter AI for Word Add-in

The Matter AI Add-in will automatically run when you open documents set as prompts.

If you do not see the add-in or you are experiencing issues with AI Prompts, you will need to manually add the feature by completing the steps below:

Open any Microsoft Word document.
Click on File > Account in the top left corner > click Get Add-ins.
Search for and then select Matter AI.
Click Add.
The License terms and Privacy policy window will pop up, click Continue.
The Matter AI Add-in will install and can be found in your Word ribbon.

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If this is the first time you are using Matter Al for Word, you will need to read and agree to the terms and conditions before proceeding.

Tick the box next to "I have read and agree to the terms and conditions" and click Get Started.

You may also be prompted to sign in with your LEAP Credentials and to Connect to LEAP.

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The first time you use Matter AI, it will ingest the documents within all your LEAP matters. This process assists Matter AI with providing quick responses for all Prompts subsequently run. Therefore, if you have never accessed the New Chat feature from the Matter AI tab on the LEAP ribbon, or opened a Prompt precedent, you will need to allow the AI appropriate time to ingest your LEAP matters before your first Prompt is run.

Chat Mode

You can use Matter AI's chat mode on any document or precedent open in Word, whether from within a LEAP Matter or outside of LEAP. In this mode, users can ask questions, and Matter AI will generate answers that can be easily copied or inserted directly into the currently open document, just like in the desktop app.

Select and open a matter you wish to work on.
From the Details & Correspondence tab, select any document already saved in the correspondence list, or create a new one through Forms & Precedents.
Once the document opens in Word, click Add-ins from the ribbon and select Matter AI.
Matter Al for Word will load on the right-hand side of your document, the same way as the LEAP for Word Add-in and your LEAP Matter number will display at the top.
To get started, type your question in the chat box and clickor press Enter to send.

You may also select one of the pre-populated Suggestions provided by Matter AI. These suggestions are based on the matter type and the correspondence within the current matter. Suggestion questions update in real-time depending on the previous questions you've already asked.
You can copy the text of any Matter AI-generated response or insert it directly into your document by clicking either the or icon in the bottom left corner of the response.
Save & Close your document as usual.

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For more detailed information on LEAP's Matter AI features, click here.

Documents Outside of LEAP

Matter AI can be used for any document open in WORD and can be linked to a LEAP Matter.

Open any Microsoft Word document.
Once the document opens in Word, click Add-ins from the ribbon and select Matter AI.
Matter AI for Word will load on the right hand side of your document, the same way as the LEAP for Word Add-in and will prompt you to select a matter to get started.
As you start typing, your current matters will display for you to select the relevant one for the document.
Select your matter then click .

Matter AI for Word will open, and the matter number will be displayed in the top right corner.

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You can switch matters at any time by clicking the Elipses iOS.png icon in the top right corner and clicking Select Matter.

To get started, type your question in the chat box and clickor press Enter to send.

You may also select one of the pre-populated Suggestions provided by Matter AI. These suggestions are based on the matter type and the correspondence within the current matter. Suggestion questions update in real-time depending on the previous questions you've already asked.
You can copy the text of any Matter AI-generated response or insert it directly into your document by clicking either the or icon in the bottom left corner of the response.
Save & Close your document as usual.

Prompt Mode

When you open a LEAP Prompt from the Forms and Precedents tab, Matter AI will automatically read the document's contents and run it in prompt mode. The results from the prompt can then be used in a separate document or letter using one of the two Copy options covered below.

Select and open the LEAP Matter you wish to work on.
Note: Prompts are currently only available for certain matter types.
Make sure you are on the Details & Correspondence tab.
Click Forms & Precedents > Browse.

If your matter type has any prompt precedents, a shortcut link to the prompts will appear in the top folders.

Alternatively, you can search for "prompt" in the search bar and select 'In All Provinces' from the drop-down list to display all prompts.

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Prompt precedents are identified by a 'PT' Precedent Code, which distinguishes them from other forms and precedents.

Choose the prompt template you wish to run.

To assist you in more easily identifying the correct Prompt to use, hover over the red dot notifications on the Prompt Precedent to see the short description. The description gives you more information on what the Prompt does before opening it.
Click Select.
The Matter AI for Word Add-in will open automatically and display on the right.

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Users can refine the prompt's output by chatting with Matter AI in a conversational way, such as asking 'expand on safety concerns in more detail,' using the 'Ask me anything' chat box.

Users can edit the prompt document and click the button at the top to rerun the prompt. The document does not require saving before reloading the prompt.

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Prompts can retrieve relevant facts, critical dates, and folder details just like Matter AI for LEAP Desktop using plain language instructions (e.g., "Provide an overview of evidence about each child's needs"). However, currently it can not access information from cards or tables in a LEAP matter.

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The Reload Last Prompt Session feature automatically reloads the last prompt session for any prompts saved to a matter. This allows users to easily reopen previous sessions and modify either the prompt or the last output using Canvas. Moving forward, this feature will apply to all newly generated prompts.

The 'Reload Last Prompt Session' feature only affects prompts that are saved to a matter. Prompt precedents will continue to function as before, opening and running as new each time.
For prompts that have already been saved to matters, these prompts will continue to run as they were until they are opened and resaved.

Canvas now gives users more control over the AI generated content. No more having Matter AI regenerate full responses just to tweak a paragraph. The Canvas feature turns the AI output into an editable canvas, helping you improve, add, or remove text in the response based on both the selected text and the instruction used.

Use the feature by:
- Selecting the relevant text section of the AI response.
- Ask Matter AI follow-up questions or provide new instructions specific to the selected text; or
- Have Matter AI regenerate just that selected text; or
- Remove any part of the selected text response that you don’t want.
You can click Filter to choose whether the prompt will run on:
- Entire matter
- Folders
- Documents
Click Reload to continue and run the prompt again.

Filtering your data ensures you receive more relevant results.
When you are satisfied with your prompt response, scroll to the bottom of the window and select one of the two Copy options.
Click the Insert In button to open the associated Precedent or Document Type. Once it is generated, the response will be automatically inserted in the appropriate cursor location.
Selecting the Insert In option will also cause the Prompt precedent to close at this time.
The Insert In button will only appear where there is an associated Precedent or Document Type. If the Insert In button is not available, or you want to insert the response somewhere else, you can use the second Copy option.
Click the Copy icon to copy the response to your clipboard. Navigate to your chosen location and Paste the prompt response.
Close your prompt document where you used the Copy feature.

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Where you need to run multiple prompts for a Precedent or Document Type you are working on, use the Insert In button to open and insert the first AI prompt response, then use the Copy icon for all other prompt responses to copy/paste where required in the open Precedent or Document Type.

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Users can edit the Prompt document precedent the same way they would modify any existing precedents. Click here for instructions.

Prompt Library

For the most current prompt precedents, users can browse through Forms & Precedents. The Prompt Library remains available and is continuously updated by the LEAP team of legal experts.

Creating your own Custom Prompts

A new Document Type called the 'Blank Prompt Template' is now available to allow you to easily create your own Custom Prompt Precedents:

From the Details & Correspondence tab, click on Forms & Precedents.
Make sure you're on the Browse tab.
Navigate to the 'Folder location' where you would like the Prompt Precedent created.
Right-click anywhere in the 'Browse' window within that folder.
Select New from the list.
Select Word or Excel Precedent from the list.
In the 'Document Type' window, select the Blank Prompt Template and the 'Recipient' being None.
Select OK.

The 'Blank Prompt Template' document will open in Word.

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As the Prompt Template is blank, you will be prompted with a message in the Matter AI window to enter your specific instructions or template.
Copy and Paste your Prompt from an existing Prompt and amend accordingly or Type your Prompt from scratch.

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Ensure you select the Reload button to enable the output to be regenerated.
Select Save and Close to save your Precedent.

The 'Rename' window will pop up.
Enter the new name for your Precedent and click OK.

As this is now a 'Custom Precedent', it will appear blue in your folder location. It will also be saved with the AI icondisplayed to the left of the Custom Precedent.

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Ensure you start these steps in the Browse tab in the Forms & Precedents window to make the Prompt available in all matters. Creating a 'Blank Prompt Template' from the Document Type window in a LEAP matter will only apply it to that matter.

Tips & Tricks for Using Prompts

Ensure Complete Matter Data: Before running Prompts, ensure all matter data, correspondence, and client information are updated in your LEAP matter. Missing data may result in placeholders or incomplete drafts.
Understand the Prompt Component Structure: Prompts follow a structured format, typically including a summary, steps, drafting rules, templates, and questions. Familiarising yourself with this structure ensures you can guide the AI to produce the most relevant output.
Customise Prompts for Specific Cases: Prompts can be modified to suit specific firm and case requirements. Tailoring templates, adding case-specific questions, or refining sections ensures the generated documents reflect your legal strategy.
Maximise Use of Templates: LEAP’s Prompts are built on best-practice templates that include placeholders for necessary information. These templates streamline drafting but can also be adapted for firm-specific preferences. You can review and update the template to suit specific firm and case requirements.
Use Best Practice Questions to Extract Information: Prompts include thoughtfully designed questions to extract key details from the matter. These questions guide the AI in gathering the most relevant information needed to populate your legal documents efficiently.
Efficiently Retrieve Documents from the Matter: LEAP’s Prompts enable seamless retrieval of documents, correspondence, and details stored within the matter. Ensure that all necessary documents are correctly filed in the system so that the AI can access them automatically.
Leverage Real-Time Interaction: Use the Matter AI chat functionality to interact with the document and refine it in real-time. You can ask AI to expand on specific sections or clarify points (e.g., asking for more detail on timelines or the inclusion of annexures), enabling more detailed and accurate drafting.
Utilise Placeholders as Reminders: When AI inserts placeholders, treat them as reminders for missing information that you need to obtain from your client or from other means. Ensure these are filled in before finalising the document, whether manually or through further interaction with the AI.
Experiment for Improved Outputs: Don’t hesitate to run the same Prompt multiple times, as AI-generated drafts may vary with each run. This allows you to compare outputs and select the best one for your needs.
Draft First, Review Later: AI-generated drafts are intended as first drafts. Always review and refine the output for legal accuracy, ensuring compliance with legal standards, and adjusting the document as needed.

Prompts FAQs

What is a Prompt?

A Prompt is a specific instruction or question provided to an AI system to generate legal documents, summaries, or other outputs. It allows the AI to produce matter-specific drafts, such as affidavits, pleadings, and briefs, based on the information within a legal matter.

How does Prompts work?

Prompts use LEAP's Matter AI for Word add-in. Matter AI retrieves information from your LEAP matter and generates drafts of legal documents based on the structure and guidelines provided in the prompt.

What types of documents can Prompts generate?

Prompts can draft a variety of legal documents, including affidavits, pleadings, briefs to counsel, letters, statements of claim, and more. The AI uses pre-defined templates, which can be modified as needed.

How does Matter AI retrieve information from the LEAP file?

Matter AI retrieves data directly from the LEAP matter, including correspondence, card tables, and key dates. However, it does not yet read audio, visual, or video files. The quality of the output depends on the completeness and accuracy of the information stored in the LEAP matter.

How do I access Prompts?

Prompts are available through the Forms & Precedents tab under the Prompt Library in the practice management folder. There is also a folder shortcut to Prompts based on specific jurisdictions and areas of law.

How does Prompts improve document drafting?

Prompts streamline document drafting by automating the insertion of client and matter data into templates. This reduces manual effort and provides high-quality, accurate first drafts, enhancing productivity and allowing lawyers to focus on higher-level legal tasks.

How does Prompts ensure document accuracy?

Prompts ask best-practice questions to gather necessary information from the matter. These questions can be edited for specific firm or matter needs. Lawyers are responsible for reviewing and refining the generated draft to ensure accuracy, compliance with legal standards, and matter-specific details.

Are Prompts being drafted manually or using AI?

Prompts are expertly crafted by lawyers specifically for the legal industry by LEAP's Content Development team. The Prompts are often further refined using AI to ensure accuracy, efficiency, and relevance in legal practice.

What are the key components of a Prompt?

A Prompt typically includes five key components: 1. Summary Information (title, summary, and role), 2. Steps (process for retrieving data), 3. Template (predefined structure for legal format), 4. Questions (guide the AI to retrieve information to populate the template), and Rules (legal standards and drafting guidelines to ensure compliance).

How do Prompts ensure compliance with legal standards?

Prompts are designed with built-in drafting rules that follow legal standards. These ensure that generated documents comply with formatting, language, and content requirements. Lawyers must review the final draft to ensure it meets case-specific legal needs.

How does Prompts avoid hallucinations when drafting legal documents?

Prompts are designed by lawyers specifically for the legal industry and retrieve information stored in your LEAP matter, such as documents and correspondence. This helps prevent hallucinations (i.e., generating inaccurate information). Lawyers must review and refine the draft.

Can I customise LEAP Prompts for specific cases?

Yes, LEAP Prompts are flexible and can be customised to meet specific firm or case requirements. Customisations can occur at either both the document level by modifying questions and adapting the drafting process to fit jurisdictional or client-specific needs, or at a firm level by editing or duplicating LEAP Prompts ready for customisation such as adjusting the template. You can also create your own Custom Prompts.

How do I interact with Prompts in real-time to change or expand the results?

You can interact or chat with Prompts in real-time using LEAP’s Matter AI for Word. This allows you to ask follow-up questions, expand sections, or clarify points directly within the document, ensuring the content meets your needs. For example, if more detail is needed in a parenting affidavit regarding the child’s views or the parties’ capacities, the AI can add more information.

Can Matter AI retrieve documents automatically?

Yes, Matter AI can retrieve documents and data stored within your LEAP matter. The AI can reference and list annexures, ensuring they are correctly organised and referenced based on the matter’s details.

What if Matter AI cannot find specific details within the matter?

If Matter AI cannot find certain details, it will insert placeholders in the document. You can manually add or update the missing information or ensure all matter data is correctly entered before running the Prompt.

What should I do if placeholders appear in the AI-generated document?

Placeholders indicate missing information. Ensure that all relevant matter data is correctly entered in LEAP before running the Prompt. You can manually input missing data or interact with the AI to refine the document.

Can users limit the documents AI reads to avoid using incorrect data?

Yes, users can customise Prompts to exclude certain documents from being accessed by the AI, ensuring only relevant information is used in drafting.

Can Prompts handle complex legal cases?

Yes, Prompts can be customised to handle complex cases. By modifying prompts, adjusting templates, and interacting with the AI in real-time, users can ensure all relevant aspects of a complex case are covered.

How do I improve the results from a Prompt?

To improve the quality of AI-generated drafts, you can provide feedback, customise templates or questions, and run the prompt multiple times to compare outputs. Interacting with the AI in real-time helps fine-tune the document for better accuracy.

Can I add custom fields or tables to the Prompt?

Yes, you can add custom fields or tables to the Prompt. For instance, a table could be inserted into an affidavit to list injuries or financial data.

Can I import my own Prompts?

Currently, users cannot import custom Prompts into LEAP. However, users can modify existing prompts or create customized versions by duplicating and renaming them.

Can Prompts be integrated with Standard Precedents?

At this stage, Prompts and Standard Precedents are separate. AI Prompts complement Precedents but do not replace them. Future versions may offer integration.

Should I use Prompts or Standard Precedents?

Prompts are best for customised, narrative-heavy, case-specific drafted content like affidavits and briefs. Standard precedents are ideal for process-driven, repetitive documents requiring minimal drafted content customisation. Using both together can offer flexibility and improved results.

Can I use Prompts for different jurisdictions or areas of law?

Prompts are available for multiple areas of law and jurisdictions. While pre-built prompts are designed for specific regions, users can modify Prompts to fit other jurisdictions by adjusting templates, questions, and rules.

What should I do if Prompts take a long time to load?

If Prompts are slow to load, try reloading the prompt, especially for more complex or lengthy documents. Ensuring all necessary information is entered into the matter can help minimise delays.

Can Prompts be saved and reused in recurring matters?

Yes, Prompts can be saved in recurring matter templates for use in recurring matters, allowing users to efficiently manage similar cases.

Is there an additional fee for the use of the Prompts?

No, Prompts and Matter AI are part of the LEAP subscription. Users have access to these prompts globally, tailored to specific jurisdictions and areas of law.

How do I provide feedback on a Prompt?

LEAP allows users to provide feedback on Prompts through the 'Provide Feedback' button within the LEAP ribbon or by emailing feedback. This helps refine and improve future AI-generated drafts.

Chat Mode

You can use Matter AI's chat mode on any document or precedent open in Word. In this mode, users can ask questions, and Matter AI will generate answers that can be easily copied or inserted directly into the currently open document.

Open a matter.
From the Details & Correspondence tab, select any document already saved in the correspondence list, or create a new one through Forms & Precedents.
Once the document opens in Word, click Add-ins from the ribbon and select Matter AI.
Matter Al for Word will load on the right-hand side of your document, the same way as the LEAP for Word Add-in and your LEAP Matter number will display at the top.

To get started, type your question in the chat box and clickor press Enter to send.

You may also select one of the pre-populated Suggestions provided by Matter AI. These suggestions are based on the matter type and the correspondence within the current matter.
Suggestion questions update in real-time depending on the previous questions you've already asked.
You can copy the text of any Matter AI-generated response or insert it directly into your document by clicking either the or icon in the bottom left corner of the response.
Save & Close your document as usual.

Click to edit heading

For more detailed information on LEAP's Matter AI features, click here.

Prompt Mode

Open a matter.
Make sure you're on the Details & Correspondence tab.
Select Forms & Precedents.
Select 'IN ALL MATTER TYPES' from the drop down list and search "Prompt".

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All prompt documents reside under the 'Practice Management' Matter Type and annotated with the [BETA] tag.
Select any of the available prompts, and click Create.

You may receive a pop up to download the LEAP Web Installer, go ahead an install and run the file.

When Microsoft for Web has fininshed installing you can select Open LEAP for Microsoft Office.

The Matter AI for Word pane will load automatically and will start reading the prompt and produce an output of the prompt or it will ask for any clarifying questions.

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You may adjust the prompt in the body of the document itself and pressing ‘Reload’ should get the add-in to consume the prompt again.

Users can refine the prompt's output by chatting with Matter AI in a conversational way, such as asking a document specific question using the 'Ask me anything' chat box.
The generated responses can be copied by clicking theicon and manually inserted into the relevant document or affidavit.

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Ensure formatting is correct and maintained when it is pasted into another Word document.

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Users can edit the Prompt document precedent the same way they would modify any existing precedents. Click here for instructions.

Prompt Library

Browse our list of Prompt precedents. Our Prompt Library is constantly expanding and kept up-to-date by the LEAP team of legal experts, making AI-assisted document creation more efficient.

Tips & Tricks for Using Prompts

Ensure Complete Matter Data: Before running Prompts, ensure all matter data, correspondence, and client information are updated in your LEAP matter. Missing data may result in placeholders or incomplete drafts.
Understand the Prompt Component Structure: Prompts follow a structured format, typically including a summary, steps, drafting rules, templates, and questions. Familiarising yourself with this structure ensures you can guide the AI to produce the most relevant output.
Customise Prompts for Specific Cases: Prompts can be modified to suit specific firm and case requirements. Tailoring templates, adding case-specific questions, or refining sections ensures the generated documents reflect your legal strategy.
Maximise Use of Templates: LEAP’s Prompts are built on best-practice templates that include placeholders for necessary information. These templates streamline drafting but can also be adapted for firm-specific preferences. You can review and update the template to suit specific firm and case requirements.
Use Best Practice Questions to Extract Information: Prompts include thoughtfully designed questions to extract key details from the matter. These questions guide the AI in gathering the most relevant information needed to populate your legal documents efficiently.
Efficiently Retrieve Documents from the Matter: LEAP’s Prompts enable seamless retrieval of documents, correspondence, and details stored within the matter. Ensure that all necessary documents are correctly filed in the system so that the AI can access them automatically.
Leverage Real-Time Interaction: Use the Matter AI chat functionality to interact with the document and refine it in real-time. You can ask AI to expand on specific sections or clarify points (e.g., asking for more detail on timelines or the inclusion of annexures), enabling more detailed and accurate drafting.
Utilise Placeholders as Reminders: When AI inserts placeholders, treat them as reminders for missing information that you need to obtain from your client or from other means. Ensure these are filled in before finalising the document, whether manually or through further interaction with the AI.
Experiment for Improved Outputs: Don’t hesitate to run the same Prompt multiple times, as AI-generated drafts may vary with each run. This allows you to compare outputs and select the best one for your needs.
Draft First, Review Later: AI-generated drafts are intended as first drafts. Always review and refine the output for legal accuracy, ensuring compliance with legal standards, and adjusting the document as needed.

Prompts FAQs

What is a Prompt?

How does Prompts work?

What types of documents can Prompts generate?

How does Matter AI retrieve information from the LEAP file?

How do I access Prompts?

How does Prompts improve document drafting?

How does Prompts ensure document accuracy?

Are Prompts being drafted manually or using AI?

What are the key components of a Prompt?

How do Prompts ensure compliance with legal standards?

How does Prompts avoid hallucinations when drafting legal documents?

Can I customise LEAP Prompts for specific cases?

How do I interact with Prompts in real-time to change or expand the results?

Can Matter AI retrieve documents automatically?

What if Matter AI cannot find specific details within the matter?

What should I do if placeholders appear in the AI-generated document?

Can users limit the documents AI reads to avoid using incorrect data?

Yes, users can customise Prompts to exclude certain documents from being accessed by the AI, ensuring only relevant information is used in drafting.

Can Prompts handle complex legal cases?

How do I improve the results from a Prompt?

Can I add custom fields or tables to the Prompt?

Yes, you can add custom fields or tables to the Prompt. For instance, a table could be inserted into an affidavit to list injuries or financial data.

Can I import my own Prompts?

Currently, users cannot import custom Prompts into LEAP. However, users can modify existing prompts or create customized versions by duplicating and renaming them.

Can Prompts be integrated with Standard Precedents?

At this stage, Prompts and Standard Precedents are separate. AI Prompts complement Precedents but do not replace them. Future versions may offer integration.

Should I use Prompts or Standard Precedents?

Can I use Prompts for different jurisdictions or areas of law?

What should I do if Prompts take a long time to load?

If Prompts are slow to load, try reloading the prompt, especially for more complex or lengthy documents. Ensuring all necessary information is entered into the matter can help minimise delays.

Can Prompts be saved and reused in recurring matters?

Yes, Prompts can be saved in recurring matter templates for use in recurring matters, allowing users to efficiently manage similar cases.

Is there an additional fee for the use of the Prompts?

No, Prompts and Matter AI are part of the LEAP subscription. Users have access to these prompts globally, tailored to specific jurisdictions and areas of law.

How do I provide feedback on a Prompt?

LEAP allows users to provide feedback on Prompts through the 'Provide Feedback' button within the LEAP ribbon or by emailing feedback. This helps refine and improve future AI-generated drafts.

Last Modified Date

31/07/2026 12:58 AM

Title

Matter AI for Word

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Matter-AI-for-Word-IE

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