Lesson 8 of 8 · 5 min

What to learn next

Choose your next path and meet the AI Assistant.

Lesson 8 of 8

You can now create matters, navigate the views, add contacts, build a matter team, and ask for help. Here's how to pick what to learn next — and how to get answers from the AI Assistant whenever you're stuck.

Choose your next path

Where you go next depends on your role. If you set up team processes, head to Workflows & Automation. If you work with documents all day, try Document AI & Intelligence. If you handle money, start with Billing & Finance. If you're setting the firm up, Admin & Team Management covers users, roles, pods, and the Workspace hub. And Client Portal Setup shows what your clients see.

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    Ask the AI Assistant from anywhere

    The AI Assistant is always a click away — a floating sparkles button in the bottom-right corner of every page in the app. Click it to open a panel where you can ask questions about your matters, get summaries, or draft correspondence, without leaving the page you're on. It's global, not tucked inside a single matter.

    The AI Assistant floats on every page — ask it anything, anywhere.
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    Or open the full AI Chat page

    For a longer conversation, open the dedicated AI Chat page (/app/ai-chat). It keeps a history of chat sessions in a sidebar, lets you start a new chat, and gives you more room to work through a question or pull in matter context. Both the floating assistant and this page talk to the same assistant.

    The AI Chat page gives the assistant a full-screen home with saved sessions.

Tips & pitfalls

  • Ask the assistant about a specific matter and it can use that matter's details — open the matter first, then ask, so its answers have context.
  • Stuck on something the AI can't do? Reach the support team from the contact page, or book a guided session.

Key takeaways

  • Choose your next learning path based on your role
  • The AI Assistant is a global floating panel plus a full AI Chat page (/app/ai-chat)
  • Support is available via the contact page or a guided session
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