AI Assistant

The AI Assistant understands the matter you're working on. Ask it a question or give it an instruction, and it can draft correspondence, plan tasks and suggest field updates — but it always proposes those actions for you to review and approve, never carrying them out silently.

Chatting about a matter

The sparkle button in the matter header opens the AI Assistant side panel. Type a question or an instruction in the box at the bottom. Because the assistant already has the matter's context, you can ask things like "summarise the latest written opinion" or give a multi-part instruction such as "report this written opinion to the client and set a follow-up task".

The AI Assistant panel showing a prompt and a set of proposed actions — The assistant replies with a plan of proposed actions — here, an email to the client and a follow-up task — each with its reasoning.

To point the assistant at something specific, type @ to mention a field, role or template on the matter, or attach a file to your message. This helps it draft from the right source — for instance, using a particular document as a guide.

How the assistant proposes actions

When you ask the assistant to do something, it doesn't act on its own. Instead it replies with a plan of proposed actions — such as an email to send, a task to create, or a field to update — each with a short rationale explaining why. Nothing happens to the matter until you say so. You stay in control of everything that goes out or changes.

You have two ways to act on a plan: open each action to review and refine it, or send the whole plan to Approvals where it waits for a final sign-off.

Reviewing a drafted email

Click a proposed email action to open it in the email editor, prefilled with the recipient, subject and a full drafted body.

An AI-drafted email open in the editor beside the proposed action plan — A drafted email opens ready to review — edit anything, then send it or pass it to Approvals.

Read it over, edit anything you'd like to change, then send it as you would any email — or pass it on for approval. The assistant's draft is only ever a starting point.

Reviewing a drafted task

Click a proposed task action to open it in the task editor, with the name, due date, priority, assignee and description already filled in.

An AI-drafted task open in the task editor — A drafted task opens with its details suggested. Adjust anything, then save it.

Adjust any of the fields, then Save Task to add it to the matter like any other task.

Tip

Sending a plan to Approvals is a good habit when the assistant's actions should be checked by someone before they take effect. What the assistant is allowed to do, and how it behaves, is governed by your firm's AI settings.