Assist Mi Legal

How Assist Mi Works

Organize your legal practice from email.

Client email becomes matter context, tasks, documents, tracked activity, reviewable drafts, lawyer approval, and client updates.

Standard

Ava helps when you ask

1

Forward Email / Invite / Document / Note

2

Ava Reviews Shared Content

3

Matter Identified

4

Tasks Suggested

5

Draft Prepared

6

Lawyer Reviews

Professional

Ava helps before you ask

1

Mailbox / Calendar / Documents / Notes Connected

2

Ava Receives Context Automatically

3

Matter Activity Identified

4

Follow-Ups Suggested

5

Drafts Prepared

6

Billing Activity Surfaced

7

Lawyer Reviews

Professional-First Legal Operations

Most legal software starts with the firm. Assist Mi starts with the professional.

Assist Mi starts with the work as it arrives: emails, requests, documents, notes, and communications. Ava helps organize that work into matters, tasks, deliverables, drafts, and billing-ready activity.

Traditional Legal Software

Essential systems for organizing practice information and firm-level operations.

  • Stores matter records
  • Manages firm reporting
  • Tracks documents
  • Records billing
  • Supports standardized workflows

Assist Mi Legal

A legal operations assistant for the daily work lawyers need to keep moving.

  • Organizes client communications
  • Identifies matter activity
  • Surfaces upcoming work
  • Suggests next actions
  • Drafts responses for review
  • Helps capture billable activity
  • Coordinates day-to-day operations

The operating model is not another system for legal professionals to maintain. It helps organize work from the systems and channels your practice already uses, then keeps approvals and client-facing output reviewable.

Practice Intelligence

Turn everyday work into organized practice intelligence

Emails, documents, tasks, notes, client communications, and matter activity often contain valuable information about upcoming work. Ava helps connect that information through a distinct intelligence layer so lawyers can spend less time rebuilding context.

1

Source Content

2

Matter Context

3

Extracted Signals

4

Knowledge Objects

5

Reviewable Actions

6

Lawyer Approval

7

Matter History

Connected matter context

Ava helps bring together emails, documents, tasks, notes, and communications so work is organized around the right matter.

Actionable follow-through

Context can become draft responses, deliverables, follow-up tasks, calendar attention, and billing-ready activity for review.

Attorney-controlled output

Ava can prepare and suggest work, but approvals, client-facing decisions, and professional judgment remain with the lawyer.

Operating Model

A reviewable pipeline for client communications

The workflow is designed to preserve context, provenance, and lawyer review. Ava can prepare work, but the attorney decides what gets approved, edited, sent, or ignored.

Email ingestion

Assist Mi starts where legal work already starts: the inbox. Incoming messages are normalized before entering the shared command and artifact pipeline.

Matter identification

Ava looks for the client, matter, request, and source context needed to organize the communication into the right workspace.

Client request management

Requests can become reviewable client request records, tasks, drafts, or follow-up actions instead of disappearing into email.

Document organization

Documents and attachments can be archived to the matter and synchronized with connected document providers.

Workflow automation

Repeatable operational steps can be routed through workflows while keeping provenance and review controls intact.

Human review process

Lawyers remain in control. Ava can draft, summarize, and prepare work, but sensitive client-facing output stays reviewable.

Starts in email

Lawyers and clients do not need to learn a new intake channel before Assist Mi can help.

Keeps work reviewable

Drafts, approvals, and sensitive follow-up fit the way legal teams already review client-facing work.

Builds matter history

Communications, requests, documents, tasks, and actions stay connected to the matter record.

What Ava Needs From You

Start with the context Ava is allowed to use.

Standard starts with selected content you share with Ava. Professional adds licensed connected systems so Ava can receive context automatically while keeping output reviewable.

Forward selected emails, calendar invites, documents, attachments, or notes when you want Standard on-demand assistance.
Connect Mailbox Monitoring, Calendar Awareness, Connected Documents, or Knowledge & Notes when your edition or capability packs include connected systems.
Invite team members when shared visibility or handoffs matter.
Review drafts, suggestions, and approvals before client-facing work moves forward.

What makes it different

Assist Mi is built for legal operations, not generic chat.

Matter-aware records
Client request history
Document provider sync
Task follow-through
Approval workflows
Attorney-controlled output

See what email-first legal operations feels like.

Start with client communications and let Assist Mi help organize the matter work around them.