How the agent speaks, when it speaks, what it is allowed to do without you, and where it ends each day. All changes are voice-confirmable; nothing in here moves a deal without you.
Who you are, how the agent addresses you, and the practice area scope it should assume by default.
Changes save automatically. Existing matters keep their current stage value; only the labels and order they see on the matter page change.
Provider, voice character, language, and how aggressive turn-taking should be. Choose a voice you can spend two hours a day with.
The bright line between what the agent does autonomously, what it pauses to ask about, and what is hard-blocked.
Which playbook the agent grounds against when a matter doesn't specify one.
Customize the columns the agent uses when scanning a contract. One profile per agreement type. Empty profiles fall back to industry-standard defaults (matched by document type).
Standing concerns and playbook the agent uses when redlining a contract. One profile per agreement type. Empty profiles fall back to industry-standard concerns.
Which LLM the agent uses when you say "draft a memo" or "revise this letter." Defaults to Claude Sonnet 4.5 — a solid balance of quality and speed (10-40 seconds per draft). Pick a faster model for short docs or a deeper one for high-stakes work.
Upload your firm's standard DOCX styles for each document kind. The agent uses uploaded templates either as a style guide for the LLM, or as a full template with placeholders that preserve your letterhead, headers/footers, and fonts.
The systems of record the agent grounds against. Read scope vs write scope is enforced per-row.
When the agent reaches out without being asked.
Every voice turn, tool call, and approval is logged. Choose how long, and where it lives.
Irreversible actions. The agent can't perform any of these — only you, via this page.
Clears all matters, transcripts, drafts, and learned preferences. Vault documents are preserved. There is no undo.