Part 4 is the case assistant, shipped in the last ten days of August. On the Practice plan, every case has a chat for the lawyer. It is not a general chatbot: it works inside one case file.
It answers from the case
The assistant answers from this case file and from the text read out of every document on it, scans and photos included. Ask what the contract says about notice, which date the timeline puts first, or what the client said about the cheque.
It edits when asked
Ask it to update the case details, the timeline or the memorandum, and it does. Each edit is labelled, so the lawyer can see what changed.
It files
Drop a document into the chat and it is filed on the case. A document already on the case is refused. A wrong upload can be removed from the case file.
It reads once
Each document is read once and the text is kept, so the assistant and the memorandum work from the same words. Long answers appear as they are written. A file that cannot be read settles at once instead of retrying.
See it working
Open a sample case on the demo dashboard and ask it something. There is no sign-in.
Open the demo dashboardNext in the series: a memorandum you can check.