Shared matter workspace
Matter activity, communications, tasks, and documents are easier to inspect from a shared operational view.
AI Operations for Legal Teams
Assist Mi helps legal teams coordinate work across matters, documents, emails, and tasks.
When ready, connect shared systems so Ava can help coordinate work across the team.
Legal Teams
Built around the way legal work actually arrives.
Assist Mi helps each legal professional stay aligned around the work they own. With Professional connected systems, Ava can turn mailbox, calendar, document, notes, task, and follow-up context into shared matter activity without forcing every request into a separate workflow tool.
Recommended edition
Professional Edition
Common Challenges
Small teams need shared visibility without more overhead
The hardest part is rarely one isolated task. It is the volume of communication, context switching, and follow-up needed to keep legal work moving.
Matter context is split across multiple inboxes and conversations.
Task ownership is unclear when client requests arrive quickly.
Team members lose time asking for status updates.
Documents and communications drift away from the matter timeline.
Client follow-up depends on who last saw the email.
Operational knowledge is difficult to transfer between team members.
How Assist Mi Helps
Matter-aware coordination for the whole team
Assist Mi connects licensed communications, documents, tasks, approvals, and activity so legal teams can coordinate without constant status chasing.
Task routing
Incoming requests can become assigned follow-up tasks with matter context attached.
Approval workflows
Drafted responses and client updates can be reviewed, edited, and approved before delivery.
Team visibility
Open work, recent activity, and pending client follow-up become visible across the team.
Document coordination
Documents stay tied to matter work and can sync through configured document providers when connected document capabilities are licensed.
Operational rhythm
Teams can move from intake to follow-up to client update without relying on memory or one person's inbox.
Team Coordination
Know who owns the next step.
Assist Mi helps legal teams keep handoffs, review queues, task ownership, and matter timelines visible so work does not depend on hallway updates or one person's inbox.
Assign client follow-up with source context attached.
Route drafted responses through review queues.
Keep task ownership visible across matter work.
Show recent matter activity before the next handoff.
Keep approvals connected to the communication that triggered them.
Help teammates understand what changed since they last looked.
Workflow Example
Coordinate client requests across the team
Assist Mi helps turn connected Professional context into shared work that the right person can review and act on.
- 1Client or opposing counsel sends a matter email into a connected mailbox.
- 2Ava identifies the matter and extracts the operational request.
- 3A task is created and assigned with source context.
- 4Related documents and communications stay attached to the matter.
- 5A response draft is prepared for the responsible reviewer.
- 6The team can see what happened and what remains open.
Coordinate legal work without more status meetings.
Start with Standard and upgrade when ready, or talk with us about Professional onboarding for connected shared systems across matters, tasks, documents, and client communications.