Using the AI Assistant
How to use the built-in AI assistant to automate data entry, generate summaries, and get intelligent recommendations.
- 01
Open the AI Assistant
Click the AI icon in the bottom-right corner of any page, or press Ctrl+Space. The assistant opens as a floating panel overlay.
- 02
Ask a Question
Type a question like 'What documents are missing for John Smith's 1040?' or 'Show me overdue invoices this month'. The AI searches your firm data and responds instantly.
- 03
Automate Tasks
Type commands like 'Send a reminder to all clients with unsigned engagement letters' or 'Create a task for Maria to review the Johnson file'. The AI executes the action after your confirmation.
- 04
Generate Summaries
Select any client record and click 'AI Summary'. The assistant generates a brief overview of the client's status, pending items, recent activity, and upcoming deadlines.
Still need help?
Contact our team and we will point you in the right direction.