Overview
8am IQ is built to help you work faster and smarter.
Save time with our AI-powered Text Editing feature by:
Summarizing and organizing unstructured text
Proofing grammar and spelling
Rephrasing word choices to improve clarity and engagement
Adjusting the overall tone of your writing
You can even translate text to/from Spanish or Arabic, making it easier to connect with clients who speak those languages. All of which helps you to work more efficiently while delivering a more personalized client experience.
You can use Text Editing whenever you're drafting Notes, Messages, Text Messages, Task Descriptions, Invoice Descriptions and when you're Requesting Funds.
Please Note: The guidance below illustrates using Text Editing in Notes.
Text Editing works the same way in Messages, Text Messages, Task Descriptions, Invoice Descriptions, and Requesting Funds.
How does 8am IQ Text Editing work?
To use the text editing features:
Click the Add note button from the Quick Actions panel.
Select a Case or Contact with which the Note will be associated.
Add a Subject.
Type text in the Note field.
Select the AI icon (pictured below).
6. Select how you would like to modify the Note:
Improve Writing
Change Tone: Formal, Assertive, Persuasive, Empathetic, Advisory, Confident, Neutral
Translate to: English, Spanish, or Arabic
Summarize
7. If you’re happy with the results, click Insert to add the new text to your Note. Then, select Save to send the document to a Contact or Case.
8. If you want a different result, select Discard and start again.
9. To see the Note created using 8am™ IQ, go to the Case Details page and select the Notes tab.
How to Enable/Disable 8am IQ
When you click the 8am IQ icon for the first time, you will be prompted to consent to the 8am privacy policy and 8am IQ terms by clicking the 'Try it out' button.
Admin users who do not wish to allow users to access 8am IQ features, such as Text Editing, can turn off 8am IQ in Firm Settings.
Go to Settings > Common Settings
Click Edit Firm Info & Settings
Select the Preferences Tab
Click Edit Preferences
Uncheck Enabled
Click Save Preferences
Note: This is a firm-wide setting. Disabling 8am IQ revokes access to all 8am IQ features for all users on the account.