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.
Please authenticate to join the conversation.
Completed
Feature Request
2 months ago

Team
Get notified by email when there are changes.
Completed
Feature Request
2 months ago

Team
Get notified by email when there are changes.