Use the AI Assistant
What does this do for me?
The AI assistant answers questions using your firm’s knowledge sources, summarizes documents, drafts text, and helps with legal workflows.1. Open the AI assistant
Open AI Assistant in the navigation. The assistant uses OpenAI for responses and embeddings, with a Workers AI fallback.2. Ask a question
Type your question in the chat input. The assistant retrieves relevant context from your firm’s knowledge chunks using semantic search (pgvector) and returns a scoped response.3. Use personas and agents
The assistant supports different personas that adjust tone and focus. Agents can perform multi-step workflows. Open the persona selector to switch between available personas.4. Summarize a document
- Open a document from Documents.
- Choose Summarize with AI.
- The assistant reads the document content and returns a summary.
5. Draft content
- In the AI assistant, describe what you want to draft (e.g., “Draft a brief status update for the Smith matter”).
- The assistant produces a draft based on the matter context.
- Review, edit, and copy the draft.