A complete legal workflow system—built for how you actually work

Assist Mi covers everything you rely on today, while adding automation that keeps your matters moving and your work billable.

Your entire matter, in one place

Every email, document, task, deadline, and update is linked to the right matter and visible in one workspace. No more switching between apps to piece together what's happening on a case.

Matter Workspace showing unified view of case activity

Everything you expect—without the overhead

Replace your patchwork of tools with one integrated system.

Category
What you use today
Assist Mi
Matter management
Clio, MyCase, PracticePanther
Full matter workspace with automatic organization
Billing
TimeSolv, Bill4Time, FreshBooks
Built-in time tracking with AI-suggested entries
Client communication
Client portals, email chains
Integrated client portal and tracked communications
Documents
Dropbox, Google Drive, NetDocuments
Matter-linked documents with version control
Scheduling
Calendly, Google Calendar
Deadline tracking with court rule automation

Full feature coverage

Everything you need to run your practice, built into one system.

Matter & Case Management

  • Centralized matter workspace
  • Automatic activity timeline
  • Custom matter types and statuses
  • Conflict checking

Time Tracking & Billing

  • Automatic time capture
  • AI-suggested billing entries
  • Invoice generation and tracking
  • Trust accounting

Client & Intake

  • Client portal with secure messaging
  • Online intake forms
  • Document request workflows
  • Engagement letter automation

Calendar & Timeline

  • Court deadline calculation
  • Calendar sync (Google, Outlook)
  • Task and reminder management
  • Matter timeline view

Documents & Version Control

  • Matter-linked document storage
  • Version history and comparison
  • Document templates
  • Secure sharing with clients

Integrations

  • DocuSign e-signatures
  • Email sync (Gmail, Outlook)
  • Calendar integration
  • Accounting exports

Where Assist Mi goes further

Beyond the basics—automation and intelligence that traditional tools don't offer.

Automatic work capture

Emails, tasks, and client activity are tracked automatically—no manual entry required.

Billing intelligence

AI reviews your activity and suggests billable entries you might have missed.

Workflow automation

Deadlines, follow-ups, and routine tasks are surfaced and automated.

AI Workbench

Ask questions over your matter context. Outputs become tasks, drafts, and billing entries.

You don't have to give anything up

Get everything you rely on today, plus automation that keeps your practice moving.