The assistant
Ask in plain words; nothing changes until you approve it
The assistant reads the firm's records as the person asking may read them, answers in plain words, and proposes the work it is asked for as a card the person checks and approves.
Who uses it
What each person does with it
- Associate
- Asks what is due on a matter, has it record the time, add a task or a deadline, or draft from a template, and approves each card after checking its fields.
- Secretary
- Asks for a matter by its client or its subject, and opens a matter from what the assistant proposes, with its parties added and the conflict check run.
- Managing partner
- Turns the assistant on, chooses the models the firm allows and the highest effort, buys credits, and sets how much each person may spend in a month.
What it does
The assistant, in detail
Marked as in the product today or still being built.
Answers from the firm's own records
In the productMatters, parties, tasks, deadlines and the time recorded, read through the same checks the person's own screens make, so a walled matter is never named to them.
Proposals a person approves
In the productTime, tasks, deadlines, documents from the firm's templates and new matters arrive as cards with the screen's own fields, changed in place and approved, or set aside.
Models and effort, chosen in the chat
In the productThe firm chooses which Claude models its people may use and the highest effort; each conversation's model and effort are changed under the message box.
Credits the firm controls
In the productCredits bought in packs, each answer showing what it cost, a monthly limit for each person, and requests for more decided in the approvals inbox.
Kept private
In the productOff until the firm turns it on, with no retention by the provider unless the firm accepts it for a model, and nothing the firm sends used to train a model.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.