Assist Mi Legal Email Assistant Terms

# Assist Mi Legal Email Assistant Terms Version 1.0 Effective Date: August 1, 2026 ## 1. Purpose These Email Assistant Terms ("Email Terms") govern the use of email-based assistant functionality provided by Assist Mi Legal. These terms supplement the Assist Mi Legal Terms of Service and AI Use Policy. In the event of a conflict, the Terms of Service shall control unless otherwise specified. ## 2. Email Assistant Services Assist Mi Legal may provide one or more AI-powered email assistants, including Ava and other future assistant configurations. The Email Assistant Services may: Receive emails Analyze email content Categorize communications Associate communications with matters Create tasks Create reminders Generate summaries Draft responses Suggest actions Facilitate workflow automation Interact with Connected Services The Email Assistant Services are intended to assist users with productivity and workflow management. ## 3. Authorization By enabling Email Assistant Services, Customer authorizes Assist Mi Legal to process communications submitted to the platform or received through configured assistant mailboxes. Customer authorizes automated processing for purposes including: Communication analysis Matter organization Draft generation Workflow execution Request fulfillment Administrative assistance This authorization remains effective until disabled by Customer. ## 4. Assistant Mailboxes The platform may provide dedicated assistant mailboxes. Examples include: ava.workspace@team.assistmi.net assistant mailboxes created by Customer future assistant communication channels Messages received through assistant mailboxes may be processed automatically. ## 5. Communications Sent to the Assistant Customer acknowledges that messages sent to assistant mailboxes may be: Read by automated systems Processed by AI systems Categorized Indexed Associated with matters Used to generate drafts and workflows Users should exercise appropriate judgment when transmitting information. ## 6. Communications Sent by the Assistant The platform may: Draft messages Suggest messages Prepare responses Facilitate communications Customer remains solely responsible for: Reviewing communications Approving communications Determining recipients Determining legal appropriateness Determining factual accuracy No communication generated by the assistant should be assumed accurate without review. ## 7. Review Workflows The platform may provide approval workflows. Examples include: Draft review Approval queues Human review checkpoints Supervisor approval workflows Customer is responsible for configuring and utilizing review workflows appropriate to its operations. Assist Mi Legal does not guarantee that review workflows will be enabled or properly configured. ## 8. Automated Actions Customer may choose to enable functionality allowing the assistant to perform actions automatically. Examples include: Creating tasks Creating reminders Updating matters Organizing documents Scheduling activities Synchronizing systems Customer assumes responsibility for any automation settings selected. ## 9. Client Communications Customer remains solely responsible for all client communications. Nothing in the platform shall be construed as: Legal advice Professional judgment Client representation Attorney supervision The assistant is a software tool and not a legal professional. ## 10. Attorney-Client Privilege Assist Mi Legal is designed to support legal professionals. Customer acknowledges that: Privilege determinations are legal decisions. Confidentiality determinations are legal decisions. Ethical obligations remain the responsibility of attorneys. Assist Mi Legal does not provide legal advice regarding attorneyclient privilege, confidentiality, waiver, disclosure, or ethical obligations. Customer is solely responsible for determining whether use of the Services is appropriate for a particular matter or communication. ## 11. Matter Assignment The assistant may automatically: Create matters Suggest matters Assign communications to matters Associate contacts with matters Customer remains responsible for verifying all assignments. Matter associations generated by the assistant may contain errors. ## 12. Workflow Execution The assistant may attempt to fulfill requests identified within communications. Examples include: Creating tasks Scheduling reminders Generating documents Producing summaries Updating records Requested actions may be misunderstood, partially completed, incorrectly completed, or not completed. Users should independently verify all outcomes. ## 13. Connected Services Email Assistant Services may interact with Connected Services. Examples include: Microsoft 365 Google Workspace Clio QuickBooks SharePoint Document repositories Calendar systems Company is not responsible for failures originating from Connected Services. ## 14. Accuracy Disclaimer The assistant may: Misinterpret instructions Misidentify requests Misclassify matters Draft inaccurate responses Omit relevant information Customer acknowledges these limitations and agrees to independently review outputs. ## 15. Monitoring and Logging To provide Services, Company may maintain logs relating to: Email processing Workflow execution Assistant actions System activity Audit records Such records may be used for security, troubleshooting, compliance, and service improvement purposes. ## 16. Suspension Company may suspend Email Assistant functionality if necessary to: Protect system integrity Address abuse Respond to security concerns Comply with legal requirements ## 17. Limitation of Liability Email Assistant functionality is provided on an "as available" basis. Company makes no representation that: Messages will be processed correctly. Requests will be completed. Communications will be delivered. Drafts will be accurate. Deadlines will be identified. Matters will be classified correctly. Customer assumes responsibility for supervising all assistant activities. ## 18. Acceptance By enabling Email Assistant functionality, Customer acknowledges and agrees that: 1. The assistant is a software tool. 2. Human oversight is required. 3. Communications may be processed automatically. 4. Outputs may contain errors. 5. Customer remains responsible for all professional obligations. 6. Attorneys remain responsible for legal advice, filings, strategy, and client communications. Customer further authorizes Assist Mi Legal to operate configured assistant mailboxes and perform automated processing as described in these Email Assistant Terms.