Profile Setup Guide

Complete your profile for optimal AI assistance and personalized experience

Last updated 4 months ago

Profile Setup Guide

Setting up your profile properly helps Whisperit's AI provide more relevant and personalized assistance for your legal work. A complete profile ensures better document analysis, more accurate suggestions, and a tailored experience.

Why Complete Your Profile?

Your profile information helps Whisperit:

• Provide context-aware AI assistance based on your role and practice area • Customize document templates and suggestions to your needs • Improve collaboration by making it easier for colleagues to identify and work with you • Enhance security by maintaining accurate account information • Deliver relevant legal research and insights for your jurisdiction

Accessing Your Profile

To access and edit your profile settings:

  1. Click the menu icon (three horizontal lines) in the top left corner

  2. Click Settings at the bottom of the sidebar

  3. Select General from the settings menu

  4. Your profile information appears under "Profile Data"

Profile Information

Name

Your display name appears throughout Whisperit when you collaborate with others, share documents, or work in team workspaces.

To update your name:

  1. Go to Settings > General

  2. Find the Name field under Profile Data

  3. Click the "Change" link next to your current name

  4. Enter your preferred display name

  5. Save your changes

Best Practices for Your Display Name: • Use your professional name (first and last name) • Keep it consistent with how colleagues know you • Avoid nicknames or informal variations in professional workspaces • Include professional titles if appropriate for your organization (e.g., "Dr.", "Esq.")

User ID

Your User ID is a unique identifier for your Whisperit account. This ID:

• Cannot be changed after account creation • Is used for technical support and account management • Helps distinguish you from other users with similar names • May be needed when contacting support or troubleshooting

You can find your User ID in Settings > General under the Account Data section.

Optimizing Your Profile for AI Assistance

While Whisperit doesn't currently have extensive profile fields, you can optimize your experience by:

Providing Context Through Use • Use workspace features to organize work by practice area or client • Name documents descriptively to help the AI understand your focus • Use templates consistently to establish patterns • Leverage cases and workspaces to provide jurisdictional context

Maintaining Consistent Information • Keep your name updated if it changes • Ensure your email address is current for notifications and communications • Use consistent terminology in your documents and workspaces

Profile Privacy and Visibility

Your profile information visibility:

• Your display name is visible to users you collaborate with • Your name appears on documents you create or share • Your email address may be visible to workspace administrators • Your User ID is private and only visible to you

For Team and Enterprise Users

If you're using Whisperit as part of a law firm or organization:

Follow Organizational Guidelines: • Use your official firm name format • Include relevant titles if your firm requires it • Keep your information current with HR records • Notify IT when your role or contact information changes

Workspace Identification: • Your profile name helps teammates identify you in shared workspaces • Consistent naming makes collaboration more efficient • Your name appears in document history and audit trails

Profile Maintenance

Regular Profile Reviews

Review your profile periodically to ensure: • Your display name is current and professional • Your contact information is up to date • Your settings reflect your current role or practice area • Your account security is properly configured

When to Update Your Profile • When you join a new firm or organization • After a name change (marriage, etc.) • When your role or title changes • When you change practice areas or jurisdictions • During annual security reviews

Profile and Account Security

Your profile is tied to your account security:

• Keep your email address current for password reset and security notifications • Use a professional email address associated with your firm • Review your account regularly for any unauthorized changes • Report any suspicious profile modifications to support immediately

Troubleshooting Profile Issues

Can't Change Your Name

If you're unable to update your name: • Ensure you're logged in with the correct account • Check if your organization has restricted profile editing • Try refreshing the page and attempting again • Contact your workspace administrator or Whisperit support

Name Not Displaying Correctly

If your name doesn't appear as expected: • Clear your browser cache and reload • Check that you saved changes after editing • Verify the name in Settings > General • Log out and log back in to refresh your session

Profile Best Practices Summary

For Legal Professionals: • Use your full professional name • Keep your email address current • Maintain consistent information across platforms • Review and update profile information quarterly • Follow your firm's naming conventions • Protect your User ID as part of account security • Report any profile discrepancies immediately

Next Steps

After completing your profile setup:

  1. Configure your security settings for enhanced protection

  2. Set up your audio preferences for voice dictation

  3. Customize your AI settings for optimal assistance

  4. Connect cloud storage if needed for your workflow

  5. Explore workspace features for organization-specific contexts

A well-maintained profile ensures you get the most out of Whisperit's AI-powered features while maintaining professional standards and security.