The intelligence behind the AI Co-Pilot. Full Engage indexes everything inside your workspaces — notes, documents, meeting transcripts, tasks, and time entries — so the AI can search, reference, and reason across your real data.
Ask a question about a specific client, and the AI pulls from that workspace's full history. Ask something across your practice, and it searches everything at once.
Every workspace artifact is indexed — notes, docs, transcripts, tasks, time entries
Query within a single client or across all clients simultaneously
Answers grounded in your actual data — not generic responses
Powers search, summaries, agenda drafting, alert detection, and more
The more you use Full Engage, the smarter it gets. Not because it learns on its own — but because it has more of your real context to work with.
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Completed
Feature Request
19 days ago

JP Beluca
Get notified by email when there are changes.
Completed
Feature Request
19 days ago

JP Beluca
Get notified by email when there are changes.