AI Team Assistant answers your own staff from the firm's internal documents: how to handle a process server at the front desk, which attorney covers which county, how a conflicts request is submitted, the office closure calendar. Internal-only knowledge never reaches clients, and each answer shows its source so people learn where the procedure lives.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Load the office procedures manual for staff only; never show it to clients.”
Lisa“Done: the office procedures manual is loaded as internal-only knowledge for staff, with sources shown. Add the attorney coverage chart?”
Any setting, in any module · applied only on your yes
How Law Firms use it
A receptionist asks how to accept a subpoena at the desk and gets the firm's procedure with a link to the source.
A new paralegal asks which conflicts form to submit for a corporate client and sees the internal memo that explains it.
A billing assistant asks about the firm's write-off approval policy and gets the answer from the internal manual, never shown to clients.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
Yes. AI Team Assistant answers from the documents you load, such as the office manual, routing charts and billing policies. Each answer cites its source document, so staff can check it themselves.
No. Internal-only knowledge is kept apart from what the phone, chat and e-mail use with clients. Staff see it; clients never do.
No. It answers from your firm's own procedures and policies, not from case law. Legal research and judgment stay with your attorneys and the tools they already use.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Law Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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