Chat Agent

The Chat Agent is an always-available legal assistant spanning your entire dashboard. It provides immediate contextual help without needing to build or run a full Routine.

Contextual Awareness

The Chat Agent's context changes based on where you open it:

• General (from the Assistant page): "Help me understand the difference between a Routine and an Engagement."
• In an Engagement: "Summarize the last 3 documents uploaded here."
• In a Document: "Explain the indemnification obligations in this specific contract."
• In a Routine: "Why did this Review Block fail?"
• In a Report: "Summarize the key findings from this compliance audit."

Capabilities

The Chat Agent is extremely versatile. You can use it to brainstorm case strategies, summarize 50-page PDFs into 5 bullet points, or draft quick emails to opposing counsel based on the current matter context.