AI Assistant

Ask a question. Get an answer, backed by your firm's data.

Anything in your marketing and sales data, one question away. No digging, no dashboards.

31tools it can use on your behalf, charts to outreach
24ways it answers: charts, contact cards, queues, timelines
@mention any contact and it loads the full story
0dashboards you need to learn first
01
Ask the data

Charts on demand, scoped to exactly what you asked

Call volume for the last 14 days. This week against last week. It picks the right chart, runs the real query, and renders the answer inline, with numbers you can click into.

ANALYTICS · WORKERS COMP
Compare this week's leads to last week
LEADS
58
+23%
MEETINGS
17
+31%
RETAINED
6
+2
LEADS BY DAY■ this week■ last week
02
Daily Brief

Everything you need to seize the day

Every morning the brief takes your firm’s pulse, revenue, lead flow, pipeline, and hands you the moves that will make the day count. It sets the tone before the phones start ringing.

DASHBOARD · EVERY MORNING

Strong start: 9 new leads yesterday and 2 meetings booked. Dana Whitfield replied twice and should be today’s first call. Google Ads pacing looks healthy, and one stalled engagement letter is worth a nudge.

Daily BriefUpdated just now
read it, or have the executive assistant walk you through it
03
Ask the pipeline

"Pull up my hottest lead" actually works

Contact questions return the full card: score, matters, last call summary, and three next actions for that exact person. Mention anyone with @ and it loads their whole history first.

CONTACTS · IMMIGRATION
Who's my hottest lead right now?
Ana Reyes
H-1B transfer · Google Ads · 2 calls, 6 texts
AOn Fire 94
Call before 10am, she asked about timeline twice
Send the filing checklist she requested
Book the strategy meeting while interest is peak
04
Then it acts

From answer to action without leaving the thread

Text the client, email the fee schedule, create the task, start the call. It reads the prior thread first, and AI-written messages wait for your one-click approval.

ACTIONS · BUSINESS LAW
Text Marcus that the revised operating agreement is ready

Hi Marcus, this is Daniel at Keystone Business Law. The revised operating agreement is ready with the buyout terms we discussed Tuesday. Want me to walk you through the changes before you sign?

APPROVE + SENDEDIT
05
It knows your firm

Context you never have to repeat

Practice areas, locations, this month’s numbers, all loaded before you type. Ask for ads for your strongest practice area and it already knows which one that is.

LOADED CONTEXT · EVERY CONVERSATION
Firm profilepractice areas, locations, positioningAUTO
Live dashboard numbersYTD revenue, lead volume, pipelineAUTO
Long-term memoryyour tone, your rules, your shortcutsLEARNS
Conversation history"make it shorter" just worksAUTO
06
Voice EABETA

Now you can just say it out loud

Ask out loud, just like you would ask a great executive assistant. The morning numbers, the hottest lead, what needs attention today, spoken back in seconds, with actions on the way.

VOICE EXECUTIVE ASSISTANT
MORNING BRIEFING · HANDS FREEBETA
“How did we do last week?”
SPEAKING

“Fifty-eight leads, up 23 percent, six retained. Dana Whitfield is your hottest lead this morning.”

Review Daily BriefTalk
ask anything · voice actions rolling out