Assist Mi Legal

Connect provider signals to reviewable legal work.

Start with Standard by sharing selected emails, invites, documents, and notes. Add Professional or licensed packs for permissioned mailbox, calendar, document, notes, productivity, billing, and practice-system context.

Provider systems remain authoritative. Assist Mi uses licensed context to prepare matter-aware work that stays subject to professional review.

Context becomes organized work

Forwarded content and connected systems help Ava associate communications, documents, deadlines, and requests with the right matter.

Drafts stay reviewable

Ava can prepare follow-ups, task suggestions, and billing activity while keeping attorney review in the loop.

Start small and expand

Start by forwarding selected work to Ava, then add connected mailbox, calendar, document, notes, and productivity systems as your practice is ready.

Rollout status

Beta22 listed
Coming Soon4 listed
Enterprise1 listed

Connected Systems

You do not need to connect everything to get started.

With Standard, share selected emails, meeting invites, documents, and notes with Ava when you want help. With Professional, connect the systems where your work happens so Ava can help proactively.

See AI Workspaces

Privacy And Control

You choose the connections. Providers keep the source records.

Start with selected content you choose to share. Assist Mi uses permissioned connections only when enabled, preserves provider authority, and keeps sensitive drafts and external actions reviewable.

Email and messages

Turn communication into matter-aware Source Content for follow-up.

Documents and folders

Keep matter files aligned with the storage provider your practice chooses.

Client channels

Bring more client touchpoints into a shared operational view as integrations mature.

Reviewable actions

Use connected context to prepare work without bypassing attorney approval.

Integration Catalog

Connect by category, capability, and rollout status

Availability changes by edition, add-on pack, and rollout stage. Beta integrations are active platform work areas and may require setup guidance or controlled enablement.

Mailbox Monitoring

Connected mailboxes that let Ava identify requests, organize matter activity, suggest tasks, and prepare draft responses.

Microsoft 365

Mailbox Monitoring

Beta
OutlookMailboxContacts

Google Workspace

Mailbox Monitoring

Beta
GmailMailboxContacts

Third-party names, logos, and marks are trademarks of their respective owners.

Calendar Awareness

Calendar systems that help Ava understand meetings, deadlines, deliverables, and scheduling activity.

Outlook Calendar

Calendar Awareness

Beta
MeetingsDeadlinesScheduling

Google Calendar

Calendar Awareness

Beta
MeetingsDeadlinesScheduling

Knowledge & Notes

Knowledge systems where research, meeting notes, and reference material already live.

OneNote

Knowledge & Notes

Beta
Notes

Notion

Knowledge & Notes

Beta
NotesKnowledge workspace

Google Keep

Knowledge & Notes

Coming Soon
Notes

Evernote

Knowledge & Notes

Coming Soon
Notes

Connected Documents

Document systems that let firms keep preferred storage while Ava keeps matter context aligned.

SharePoint

Connected Documents

Beta
Matter foldersDocuments

OneDrive

Connected Documents

Beta
Matter foldersDocuments

Google Drive

Connected Documents

Beta
Matter foldersDocuments

Dropbox

Connected Documents

Beta
Matter foldersDocuments

Box

Connected Documents

Beta
Matter foldersDocuments

Practice Management

Practice-management systems that can remain the system of record while Assist Mi organizes operational context.

Clio

Practice Management

Beta
MattersContactsTasks

MyCase

Practice Management

Coming Soon
Practice management

PracticePanther

Practice Management

Coming Soon
Practice management

Future PMS integrations

Enterprise / Custom

Enterprise
Custom practice systems

Accounting & Billing

Billing and payment systems that support reviewable billing activity and client payment workflows.

QuickBooks

Accounting & Billing

Beta
PaymentsAccounting sync

Stripe

Accounting & Billing

Beta
Client paymentsPayment links

Client Payments

Accounting & Billing

Beta
Reviewable payment workflows

Billing Workflows

Accounting & Billing

Beta
Billing-ready activity

Communications

Messaging and telephony channels that can become normalized Source Content for review and follow-through.

Microsoft Teams

Communications

Beta
MessagesCommands

Slack

Communications

Beta
MessagesCommands

SMS

Communications

Beta
SMS/MMS

Telephony

Communications

Beta
CallsMessages

OpenPhone

Communications

Beta
Telephony

RingCentral

Communications

Beta
Telephony

Provider signals can prepare the next reviewable step.

Permissioned signals can help Assist Mi associate matter activity, identify upcoming dates and deliverables, suggest responses, prepare drafts, and surface billing activity. Provider records remain authoritative and consequential actions stay under professional control.

Permissioned connections

Connect only the systems your practice wants Ava to use.

Matter-aware context

Source material is organized around the matter and workflow it supports.

Channel boundaries

Communication channels enter through adapters before shared processing.

Attorney control

Sensitive drafts and client-facing work remain reviewable.

FAQ

Integration questions

What integrations does Assist Mi Legal support?

Assist Mi Legal is designed to connect with email, calendars, documents, notes, communications, billing, and practice management systems. Availability varies by edition, pack, and rollout status.

Can I start without connecting every system?

Yes. Standard supports forwarding selected emails, calendar invites, documents, attachments, and notes to Ava. You can add connected systems later.

Are integrations included in every plan?

Connected systems generally require Professional, Enterprise, or an add-on pack. Standard supports selected forwarding and uploads without full mailbox, calendar, document-store, or notes monitoring.

Can Assist Mi support custom integrations?

Custom integrations are available for Enterprise customers.

Add workflow coverage without replacing provider systems.

Start with selected work in Standard. Add licensed connected context when your practice is ready.