Sign In and Start Prompting

Glyphe User Quick Start (Part 1) — a practical introduction to Glyphe's core features and how to get started.

Overview

This quick start guide walks you through signing in to Glyphe and completing your first task.

Assistant (which is on the right pane) is where you ask questions and provide specific review or drafting instructions for your matter documents. Your documents are displayed in the middle of the Desk, where you can review your documents and workflow analysis.

The left side of the Desk is your navigation pane, where your matter documents and recent work are displayed.

By the end of this guide, you'll have completed a real task in Glyphe and generated an output you can review, refine, and use in your day-to-day commercial legal work.

Before You Start

Choose a real task you want to complete in Glyphe. For example:

Summarising or reviewing a contract clause
Answering a legal or regulatory question
Drafting a bespoke legal clause

You'll use this task as you follow the steps below.

Step 1 — Sign In

You can pass jurisdiction or other context directly into your prompts at any time — for example, "analyse under NSW law".

Step 2 — Write Your First Prompt

Glyphe supports two primary ways of working:

Assistant pane: Fast, focused responses based on prompts. The Assistant pane appears either on the middle or right side of the Desk (depending on whether you have a working document open).
Quick Actions: Carefully designed actions you can use to prompt Glyphe to perform a common task or follow-up on your working document.

In this guide, you'll start by creating an Assistant chat using a prompt and a small set of documents.

2.A. Draft Your Prompt

Write your prompt as if you're giving instructions to a colleague. Be clear about what you want Glyphe to do.

Checklist

☐ On the homepage, enter your question or request in the text box (do not run it yet)

Example: "Summarise the termination provisions in this agreement and flag any unusual notice periods."

2.B. Improve Your Prompt

Refine your prompt to get a more accurate and useful result.

A strong prompt includes three elements:

Request: What you want done.
Context: Relevant details (jurisdiction, parties, purpose, constraints).
Output: Format, audience, and level of detail.

You can also use the Improve Prompt button in the Assistant chat input — it will help you quickly expand or refine the elements that typically comprise an ideal prompt.

Example: "Summarise the indemnity clause in the attached SaaS agreement, focusing on customer risk. Present the output in a table and include three suggested negotiation points."

Checklist

☐ Use clear, specific language
☐ Provide relevant context
☐ Specify the desired output format
☐ Use the Improve Prompt option to refine your request

2.C. Add Context

Adding context is essential for accurate and reliable results. Without it, Glyphe will rely on general knowledge, which may not reflect your specific documents or requirements.

Checklist

☐ Click Files to upload relevant documents
☐ Refer to the materials you'd like Assistant to review (such as your Workbench documents or specific sources online)

Tip: Use jurisdiction-specific sources when you need localised answers with supporting references.

2.D. Run Your Prompt and Review Results

Checklist

☐ Click Ask Glyphe to generate a response
☐ Review the output carefully
☐ Check references and sources (if applicable) to confirm the answer is grounded in your selected materials

2.E. Ask Follow-Up Questions to Assistant

Think of each Assistant chat as a continuing conversation — you can refine and build on your results, or start a new chat in Assistant.

You can:

Ask follow-up questions
Narrow or expand the scope
Request edits or alternative drafts
Upload additional documents for further analysis

Follow-ups are especially useful for breaking down complex tasks. Instead of trying to do everything in one prompt, start with a focused request and build towards your final output step by step.

What's Next

Now that you know how to:

Create and run prompts in Assistant
Ground outputs using files and sources

You're ready to move on to the next stage: reusing, refining, and standardising your work within Glyphe.

Need Help?

If you need assistance:

Use Glyphe's in-product help features to get guidance on specific tools or tasks
Check with the Glyphe admin if a feature or data source appears to be unavailable
Log a request in Help & Support in the top right of your screen (after clicking on your user icon)