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Using the Global Assistant

A separate, general-purpose assistant alongside your matters — for anything that isn't specific to one matter's documents.

1

Open the Global Assistant panel

It's the right-hand panel next to any open matter, or accessible any time you're logged in — deliberately independent of whichever matter you have open.

2

Ask general questions

Weather, news, quick web lookups, or a live zoning/bushfire check on an address you haven't created a matter for yet — it can't see any matter's files, so your client data stays completely separate.

3

Set a reminder

Ask it to remind you about something and choose whether it's tied to a specific matter or a general reminder — either way it shows up in the bell icon at the top of the app.

4

Export an answer as a PDF

Any Global Assistant response — like a property report — can be printed to a branded PDF the same way a matter letter can.

Tip: Global Assistant chat history is kept completely separate from every matter's own chat — nothing you ask here ever leaks into a matter, and nothing from a matter ever surfaces here.
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