MMike.aiLegal AI workspaces
Support hub
Matter workflows

Use source references correctly

Keep evidence useful without copying private document bodies into Mike AI.

Paralegal5 min

Steps

  1. 1

    Use a clear source name such as TA6, lender note, title plan, AML file or source-of-funds evidence.

  2. 2

    Add the firm-owned folder path or reference label.

  3. 3

    Include version, checksum or date where available.

  4. 4

    For SharePoint or OneDrive setup, use the Microsoft onboarding page to import a CSV or JSON folder index in bulk before live Graph consent is ready.

  5. 5

    For iManage or NetDocuments setup, use the DMS onboarding page to import source-reference metadata only; do not paste document text or credentials.

  6. 6

    When IT has drive and item IDs, include them as locators so Mike AI can connect the source reference to the selected folder later.

  7. 7

    When IT has DMS workspace and document references, include them so the matter team can trace each blocker back to the firm-owned system.

  8. 8

    Link the source to the blocker or review point it supports.

  9. 9

    Mark source status honestly: available, missing, insufficient, superseded or rejected.

Checks

The source reference is understandable to another team member.

No private document body text is pasted into notes.

Insufficient evidence remains visible as a blocker.