Chi, the assistant

It asks before it acts

Chi drafts, finds and does the work from your firm's own data, under the permissions of the person asking. Anything that leaves the firm, deletes or changes records in bulk waits for your OK first.

Chi · draft Waiting for approval

Dana, confirming we are moving the Cole deposition to March 14 at 10:00, same location. An amended notice follows this message.

Source: DM with D. Whitfield Source: Notice of Deposition.pdf
Edit Send to Dana
01

Your data only

Chi answers from what your firm holds, not from the open internet, and never from another firm.

02

Your permissions

It sees exactly what the person asking can see. Ethical screens apply to Chi as they apply to people.

03

Sources on everything

Answers cite the documents and records they came from, so you can check before you rely on them.

04

A gate on consequences

Sending outside the firm, deleting, or bulk changes stop at a confirmation step. Always.

On the desktop

A small orb that stays on top of whatever you are working in

Click it and it opens into a full panel: ask a question about a matter, pull a date out of a filing, draft a reply. Close it and it goes back to being an orb.

Ask
"When is the Cole deposition?" answered from the notice, with a link to it.
Draft
A reply, a letter, a summary. Edit it, then share it with a colleague or in a DM.
Do
File a conversation, open a card, draft a time entry. Confirmed by you first.
Chi's orb floating on the Mac desktop beside the MatterChat app, over a matter channel
Chi's panel pausing an outbound message to another firm and asking for approval before it sends
Sample data and illustrative conversations.

Chi is included in every workspace

Free for firms of up to 8 people. A solo practice is a firm of one.