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BMS AI

Ask questions about your firm, summarise conversations and polish drafts, once your firm turns it on.

For: All staff, admins

Using BMS AI

  • What BMS AI can seeNeeds setupBeing written

    Only what you are allowed to see; amounts only with View Dollar Amounts.

  • Ask BMS AI about your firmNeeds setupBeing written

    Ask in plain English about work and clients.

  • Summaries and quick replies in TriageNeeds setupBeing written

    Summarize a conversation, suggest quick replies and a label.

  • Turn on BMS AI and set a monthly limitNeeds setupBeing written

    Enable BMS AI, choose the model, set the limit and read the usage log.

  • A client brief when a client callsComing soon: Phase 3Being written

    Latest contact, open requests, missing documents and lodgement status in one view.

  • AI that suggests new metricsComing soonBeing written

    Looks at your workflow and proposes metrics.