Work in Existing Tools
Assist Mi Legal works quietly behind the scenes while lawyers continue using Gmail, Outlook, Google Calendar, Office 365, Google Drive, OneDrive, and existing task systems.
The AI Operating System for Modern Law Practices
Assist Mi Legal serves as a matter-aware operational intelligence layer across your existing legal workflows.
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.
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
Benefits
Matter-aware operational intelligence without workflow disruption
Assist Mi Legal is built around existing tools and workflows while helping lawyers keep work organized, visible, and moving.
Matter Organization & Operational Intelligence
Emails, documents, deadlines, calendar events, tasks, billing activity, and client communications are automatically connected to the right matters to create a complete operational picture.
Deadlines, Follow-Ups & Daily Summaries
Assist Mi surfaces deadlines, unresolved communications, follow-ups, and requested actions with daily briefings and reminders so critical commitments stay visible before they become urgent.
Daily Practice Summaries to Inbox
Start each morning with a concise operational briefing highlighting deadlines, client follow-ups, pending drafts, calendar obligations, and billing opportunities that require attention.
AI-Assisted Drafting & Human Review
Generate review-ready first drafts grounded in matter context while preserving lawyer control through transparent review, revision, and final approval workflows.
Intelligent Automation with Human Control
Adopt automation at your pace, from reminders and matter organization to drafting assistance and filing suggestions, while maintaining full lawyer oversight.
Client Portal & Modern Client Experience
Provide clients with secure matter visibility, document sharing, billing access, and collaboration while your legal team remains in familiar working tools.
Billing & Revenue Capture
Activity across email, documents, meetings, and tasks is tracked to help identify billable work that might otherwise be missed and support faster invoice review and collections.
Security, Auditability & Tenant Isolation
Assist Mi Legal uses strong organizational separation, role-based access, and auditable workflows so firms maintain clear visibility into how information is accessed and shared.
Designed for Relationship-Based Practices
Assist Mi modernizes operations for trust-driven firms without forcing attorneys to abandon the workflows and client communication styles that already work.
LLM Cost, Performance & Governance
Different workflows can run on different AI model profiles so your firm can balance quality, speed, security, and cost with configurable controls and human oversight.
Secure AI Workflows with Configurable Controls
Define approved AI providers, workflow routing, and automation levels by matter sensitivity and organizational policy while preserving human review and audit transparency.
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
Attorney-controlled AI assistance and operational intelligence that support follow-through and execution.
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 with configurable automation and review controls.
AI Workbench
Ask questions over your matter context. Outputs become suggested tasks, drafts, and billing entries for attorney review.
Flexible AI model management built in
Assist Mi includes built-in support for managing AI cost, performance, and security requirements across your organization. Different workflows can use different models depending on sensitivity, complexity, and budget.
- Cost-efficient profiles for extraction and summaries
- Higher-quality profiles for drafting and legal review
- Workflow-specific routing and governance controls
- Human review and auditability remain central
AI for Legal Work
AI for Legal Work - Under Your Control
Use AI assistance inside your existing legal workflow while keeping attorneys in control of what is approved, shared, and acted on. Assist Mi is built for review-first operations, not hands-off legal execution.
Governance
Built for Attorney-Controlled AI
Set firm policies for model usage, route sensitive workflows to the right AI profile, and preserve auditability across drafting, intake, and client communication workflows.
Deployment and model routing options for legal teams
Choose the operating model that fits your firm: Assist Mi hosted, private-cloud deployment, in-house deployment, or sidecar model routing that keeps your existing systems in place while adding controlled AI assistance.
- Hosted mode for fastest onboarding
- Private-cloud deployment for stricter boundary control
- In-house deployment where firm infrastructure requires it
- Sidecar routing across approved LLM providers
You don't have to give anything up
Get everything you rely on today, plus automation that keeps your practice moving.