AI-Powered Search

Find anything across your entire practice — and get real answers, not just links. Full Engage's integrated search uses AI to go beyond matching keywords, understanding what you're looking for and responding in natural language.

Search across clients, tasks, notes, documents, meeting transcripts, and time entries — all at once. The AI reads the actual content of your records and files, so you can ask questions the way you'd ask a colleague:

  • "What did we agree on with Acme in last month's meeting?"

  • "Which clients have overdue deliverables this week?"

  • "Find the proposal I wrote for the logistics project"

Instead of a list of results to sift through, you get a direct, contextual answer — with references to the source records so you can dig deeper if needed.

  • Natural language queries across all system data and files

  • AI reads and interprets content — not just titles and tags

  • Answers grounded in your real records with source references

  • Works within a single client or across your entire practice

Ask the question. Get the answer. Keep moving.

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Upvoters
Status

In Progress

Board

Feature Request

Date

19 days ago

Author

JP Beluca

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