Specifications
How Email Assistant works, what it includes, and what controls the result.
How it works
Pick write new or improve
Write New drafts from your notes. Improve Existing takes an email you already wrote and refines it.
Say what kind of email
Client Follow-Up, Opposing Counsel, Settlement Offer, Referral Outreach, Engagement Email or Demand Notice. Each one changes how the email is written.
Give it the context
Add the recipient and their role, a few lines on the matter, your name and the tone: Professional, Friendly, Persuasive, Concise or Formal.
Edit and send it yourself
Copy the email into your own mail. The Assistant never sends anything. It is saved in the firm's Recent emails.
Two ways to use it
By hand
Open the Email Assistant, choose the kind of email and describe the situation. Good for emails you plan, such as a settlement update or a referral note.
- Six kinds of email and two modes
- Five tones, and five ways to improve a draft: more professional, concise, persuasive, friendly or clear and simple
- Saved in the firm's Recent emails
By email, without logging in
Each attorney has a private forwarding address. Forward a client or opposing counsel email to it, or set a mail rule that does, and a drafted reply lands in your inbox.
- It reads the email, decides whether it needs a reply, sorts it into one of the six kinds and drafts the reply
- An email that needs no reply, such as spam, is left alone
- It knows only what is in the email, so anything it cannot know is left in brackets for you to fill in
- The draft is emailed to you and saved in Recent emails, marked auto-drafted, and never sent for you
What it includes, in full
Everyday emails run about 100 to 250 words. Demand, settlement and engagement emails run about 200 to 400 words. Every email in the demos above is a shortened sample so it fits the screen.
Client Follow-Up
Warm and plain: where things stand, what it means and exactly what happens next.
Opposing Counsel
Cordial and precise, written to leave a clear paper trail that protects your client.
Settlement Offer
States an offer, counter or acceptance clearly, with the terms you give it.
Referral Outreach
A short, courteous note to another professional who might send you work.
Engagement Email
Sets out the start of a representation: what you will do and what you need from the client.
Demand Notice
Firm without being inflammatory: what is demanded, why and by when.
Improve Existing
Paste what you wrote. It keeps your meaning and fixes the tone, clarity and structure.
Your name and tone
Choose how it signs off and how it sounds, every time.
Recent emails
The firm's drafts are saved in one list, including the ones written automatically.
How the result is controlled
Never sent for you
The manual tool gives you text to copy. The automatic version emails the draft to you. Nothing goes to the other person until you send it.
Tone matched to the reader
Client emails are reassuring, opposing counsel emails are firm and exact, demand emails are assertive without being inflammatory.
One clear ask
Every email is written to have a clear purpose and say what is needed, so the reader is never unsure what to do.
Kept short
Everyday emails run about 100 to 250 words, and demand, settlement and engagement emails about 200 to 400, because clients and counsel are busy.
Brackets, not guesses
When it does not know a fact, it leaves a marked gap instead of inventing one, which matters most for emails it writes on its own.
Your review comes first
A draft is a starting point. You read it, change it and decide whether it goes out.
How your state’s law is used
An email can create a record, so the Assistant works with your state in front of it.
Your state first
Emails apply your state's law first and say when federal law or another state's law governs.
Pre-suit steps and deadlines
Demand notices and settlement emails have your state's filing deadlines and required pre-suit steps in front of them, for every state and DC.
Kept up to date
The reference file is checked every month for new laws and court decisions, and fully re-verified every June and December.
The reference file is an aid researched from official sources, not an attorney's review. Confirm current law before you send a notice with legal consequences.
Setting it up, and how firms use it
The Assistant signs off with your name and uses your firm's details. A few settings shape every email.
Your name and tone
Choose how each email signs off and how it sounds: Professional, Friendly, Persuasive, Concise or Formal. For an existing draft, choose to make it more professional, concise, persuasive, friendly, or clear and simple.
Firm setup and AI Configuration
Your state and firm profile are on every plan. On Professional and Enterprise, administrators add the firm's own tone and context, applied to every tool.
A private forwarding address for each attorney
Every attorney and staff member gets their own address, on every plan. A drafted reply lands with the attorney whose address received the email.
How firms use the Assistant
Keeping clients informed
Plain-English updates that say where things stand and what happens next.
Opposing counsel
Extension requests, confirmations and scheduling emails that leave a clear paper trail.
Settlement offers
Offers, counters and acceptances stated clearly with the terms you give it.
Referral outreach
A short, courteous note to a professional who might send you work.
Starting a representation
An engagement email that sets out what you will do and what you need from the client.
Your inbox, handled in the background
Forward an email and a drafted reply is waiting for you, marked auto-drafted.