Multi-Tenant AI Customization

ZServed’s AI customization system allows each law firm to configure AI behavior, upload custom templates, manage clause libraries, and apply their branding to AI-generated content. This ensures that the AI assistant adapts instantly to each firm’s internal processes and style.

Overview

The multi-tenant AI customization system provides:

AI Style Guides: Define tone, language, and response patterns
Custom Templates: Upload and manage AI templates for documents and workflows
Clause Libraries: Firm-specific legal clause repositories with variable substitution
Brand Integration: Custom logos, colors, and styling for AI-generated pages
Instant Adaptation: AI responses reflect your firm’s processes and preferences

AI Style Guide Configuration

Setting Up Your Firm’s AI Style

Configure how the AI assistant communicates with your clients:

// Example AI style guide configuration
{
  "tone": "professional",
  "language": "en",
  "responsePatterns": {
    "greetings": [
      "Welcome to {{companyName}}. I'm here to help with your legal needs.",
      "Hello! I'm your AI assistant from {{companyName}}."
    ],
    "clarificationRequests": [
      "Could you tell me more about...",
      "To better assist you, I need to understand..."
    ],
    "conclusions": [
      "I'll prepare that information for our team to review.",
      "Let me get you connected with the right specialist."
    ]
  },
  "legalTerminology": "accessible",
  "clientServiceApproach": "consultative"
}

Available Style Options

Tone: Professional, friendly, formal, conversational
Language: Primary language for AI responses
Legal Terminology: Technical, accessible, or mixed approach
Response Patterns: Custom greeting, clarification, and conclusion templates

Template Management

Creating AI Templates

Upload and manage custom templates for various AI tasks:

// API endpoint for template management
POST /api/admin/ai-configuration/templates
{
  "template": {
    "name": "Client Welcome Email",
    "type": "email",
    "category": "client_communication",
    "content": "Dear {{clientName}},\n\nWelcome to {{companyName}}. We're pleased to assist you with {{matterType}}.\n\nOur team will review your case and contact you within {{responseTime}}.\n\nBest regards,\n{{firmName}}"
  }
}

Template Types

Email Templates: Client communications, status updates, notifications
Document Templates: Legal documents, contracts, forms
Workflow Templates: Standard processes, checklists, procedures
Page Templates: Landing pages, intake forms, client portals

Variable Substitution

Templates support dynamic variables that are automatically populated:

{{clientName}} - Client’s full name
{{companyName}} - Law firm name
{{matterType}} - Type of legal matter
{{responseTime}} - Expected response timeframe
{{firmName}} - Firm’s display name
{{contactInfo}} - Firm contact information

Clause Library Management

Building Your Clause Repository

Create a library of standard legal clauses with variable substitution:

// Adding a clause to the library
POST /api/admin/ai-configuration/clauses
{
  "clause": {
    "name": "Standard Liability Limitation",
    "category": "liability",
    "text": "{{party1}} shall not be liable to {{party2}} for any indirect, incidental, special, or consequential damages arising from {{subject}}.",
    "usageContext": "general contracts",
    "variables": ["party1", "party2", "subject"]
  }
}

Clause Categories

Contract Clauses: Terms, conditions, warranties
Liability Clauses: Limitations, indemnification, risk allocation
Termination Clauses: Contract end conditions, notice periods
Payment Clauses: Terms, schedules, penalties
Dispute Resolution: Mediation, arbitration, jurisdiction

Dynamic Variable Handling

The system automatically:

Extracts variables from clause text using {{variable}} syntax
Validates variable usage across templates
Suggests appropriate variables based on context
Maintains consistency across document generation

Brand Integration

Custom Branding Configuration

Apply your firm’s branding to all AI-generated content:

// Branding configuration
{
  "branding": {
    "primaryColor": "#1F2937",
    "secondaryColor": "#3B82F6",
    "logoUrl": "https://yourdomain.com/logo.png",
    "companyName": "Smith Legal Associates",
    "tagline": "Excellence in Legal Services",
    "fonts": {
      "heading": "Inter",
      "body": "Source Sans Pro"
    }
  }
}

Branded Page Generation

Generate complete tenant-branded pages with all required parameters:

// Generate branded signup page
POST /api/admin/ai-configuration/generate-page
{
  "pageType": "signup",
  "customContent": {
    "heroTitle": "Start Your Legal Process Today",
    "heroSubtitle": "Professional legal document services"
  }
}

Required Page Parameters

All generated pages include essential elements:

Navigation Links: Client portal, admin portal, signup URLs
Contact Information: Phone, email, address, business hours
Legal Disclaimers: Required legal notices and terms
Branding Elements: Logos, colors, styling consistent with firm identity

API Reference

Configuration Management

// Get current AI configuration
GET /api/admin/ai-configuration/config

// Update AI configuration
POST /api/admin/ai-configuration/config
{
  "styleGuide": { /* style configuration */ },
  "branding": { /* branding configuration */ },
  "contactPreferences": { /* contact settings */ }
}

Template Operations

// List templates
GET /api/admin/ai-configuration/templates?type=email&category=client

// Create template
POST /api/admin/ai-configuration/templates

// Update template
PUT /api/admin/ai-configuration/templates
{
  "templateId": "template_123",
  "template": { /* updated template data */ }
}

// Delete template
DELETE /api/admin/ai-configuration/templates?id=template_123

Clause Library Operations

// Get clauses
GET /api/admin/ai-configuration/clauses?category=contracts

// Add clause
POST /api/admin/ai-configuration/clauses

// Update clause
PUT /api/admin/ai-configuration/clauses

// Delete clause
DELETE /api/admin/ai-configuration/clauses?id=clause_123

Implementation Guide

1. Initial Setup

Access the AI Configuration admin panel at /admin/ai-customization
Configure your firm’s AI style guide in the “AI Style” tab
Set up branding and contact information in the “Branding” tab

2. Template Creation

Navigate to the “Templates” tab
Create templates for common communications
Use variable substitution for dynamic content
Test templates with sample data

3. Clause Library Setup

Go to the “Clause Library” tab
Import existing clauses or create new ones
Organize clauses by category and usage context
Define variables for dynamic clause generation

4. Page Generation

Use the “Page Generation” tab to create branded pages
Generate signup, landing, and contact pages
Ensure all required parameters are included
Preview and deploy generated pages

5. Testing and Validation

Test AI responses with your configuration
Validate template variable substitution
Check clause usage in document generation
Verify branding consistency across all generated content

Best Practices

AI Style Configuration

Keep tone consistent with your firm’s brand voice
Use clear, accessible language for client-facing content
Test response patterns with various client scenarios
Update style guides based on client feedback

Template Management

Use descriptive names for easy identification
Include comprehensive variable sets for flexibility
Version control important templates
Regular review and updates of template content

Clause Library

Organize clauses logically by practice area
Use consistent variable naming conventions
Include usage context for proper clause selection
Regular legal review to ensure accuracy and compliance

Brand Consistency

Maintain consistent visual identity across all AI-generated content
Ensure contact information is always current
Test generated pages on multiple devices and browsers
Regular brand guideline compliance checks

Troubleshooting

Common Issues

AI responses don’t reflect style guide changes

Clear AI response cache
Verify style guide configuration is saved
Check for conflicting template settings

Template variables not substituting correctly

Verify variable syntax uses {{variableName}} format
Check that all required variables are provided
Validate variable names match exactly

Generated pages missing required elements

Review page generation configuration
Ensure all required parameters are configured
Check template completeness and variable coverage

Branding not appearing correctly

Verify logo URLs are accessible
Check color codes and font specifications
Validate CSS generation and application

Getting Help

For additional support with AI customization:

Review the API documentation
Check the troubleshooting guide
Contact support with specific configuration details
Join community discussions for best practices