AI assistant
Intelligence with a place for judgment.
The planned assistant brings matter context into summaries, preparation and draft updates. Source review and professional approval stay part of the workflow.
Let’s talk about your firmThis capability requires additional services and is not active yet.
Prepare a client update from the latest matter activity.
Working documentDraft · v1
An update, already in context
Hello Alex, we have received the latest purchase agreement and are reviewing its schedules. The current share register is still outstanding.
Attached context
Purchase agreement · Version 2
Suggested next action
Request the share register through the client portal.
Before sending
Confirm the proposed dates and review the draft wording.