What if you never had to wonder whether a client request fell through the cracks?
Client requests arrive through email, meetings, phone calls, documents, and messages. Keeping track of every commitment often depends on remembering to turn each one into a task.
Assist Mi helps identify client requests and follow-up commitments as they happen, so you can stay responsive without carrying every next step in your head. A 30-day trial lets you validate the workflow in your own practice before making any decision.
The problem
Clients experience the follow-through, not the system behind it.
A client may ask a question during a call, send a document by email, raise another issue in a meeting, and expect an update days later. The attorney understands the request in the moment, but the obligation can disappear into a transcript, inbox, note, or memory unless someone deliberately captures it.
That manual translation from conversation to follow-up takes time and creates avoidable risk.
Does client follow-through still depend on this?
- Reread email threads to identify unresolved requests.
- Turn meeting notes into tasks after the conversation.
- Remember promises made during phone calls.
- Search across systems before telling a client what happens next.
- Keep mental reminders for requests that have not yet become formal tasks.
The solution
Make client commitments visible while the context is still fresh.
Assist Mi works alongside the communication and matter systems you already use to identify requests, commitments, and likely next steps.
It connects the follow-up to the appropriate matter and keeps the attorney in control of what becomes an assigned task, response, or approved action.
How it works
- Step 1
Connect supported communication and work systems.
Email, calendars, documents, messaging, and other services remain in place.
- Step 2
Assist Mi identifies requests and commitments.
Relevant activity is interpreted in the context of the matter.
- Step 3
Review suggested follow-up.
Confirm, edit, assign, schedule, or dismiss the proposed action.
- Step 4
Stay responsive without relying on memory alone.
Important requests remain visible until handled.
Make follow-through easier to see and review.
- Reduce the risk of client requests being buried in communication history.
- Spend less time translating conversations into follow-up tasks.
- Keep commitments connected to the correct matter and context.
- Improve responsiveness without adding another disconnected system.
- Preserve human review before messages or actions are sent.
Test it against the way clients communicate with your practice.
The 30-day trial lets you evaluate whether Assist Mi improves follow-through in your actual workflow before making any decision.