AI Assist

What it does

• Ask AccessPoint — a read-only assistant scoped to one case. It answers from the case itself — its record, tasks, documents, consultations and history — and links each answer to the source it drew on.
• Drafting — first drafts of letters and text, opened in an editor for a person to check. Nothing AI writes is ever sent by itself.
• Summaries and translation of documents and case material.
• AI redaction suggestions, which apply only when a person accepts them.
• The semantic case index — search by meaning, not only by exact words.
• Text recognition (OCR) — text is read from scanned records and images, so they can be searched and redacted like any other document. OCR comes with AI Assist; on its own it will be a separate add-on, coming later.

AI output can be wrong, incomplete or out of date. It is a suggestion for a person to check; your organization makes every decision.

Off until an Administrator allows it

AI Assist uses Azure OpenAI models that Realizer provisions in your organization's data region. In Canada, the region available today, Microsoft offers the current models only as Global deployments: Microsoft may process some prompts and answers in its other Azure regions, outside your data region.

That is why AI Assist stays off for each organization until one of its Administrators reads a short, dated statement in Settings → Features & AI → AI Assist and allows it. Who allowed it, when, and the version of the statement they read are recorded in your organization's audit history and tamper-evident audit ledger.

• Nothing AI produces is stored outside your region. Cases, documents and the results AI produced are stored in your data region, like everything else.
• No training. Microsoft does not use prompts or answers to train its models; its abuse monitoring keeps its own records under Microsoft's terms.
• Withdraw it at any time. The AI features that need the permission stop at once, for everyone. What AI already produced stays.
• A changed statement pauses AI. If Realizer materially changes what it discloses, AI pauses until an Administrator allows it again.
• No permission needed for text recognition, content search and transcription: they are processed in your data region.
• Usage, not content. AI Assist logs how much was used, never the prompts or answers.

More: your data region and AI processing, and the AI Assist sections of the privacy notice and the Terms of Service for Hosted AccessPoint.

The monthly allowance

AI Assist includes 1,000,000 AI tokens and 2,000 pages of text recognition each month. Tokens measure the text AI reads and writes: what a feature sends to the model and the answer it returns. The allowance resets each month and does not carry over; Settings → Subscription shows how much is used.

When the month's tokens are used up, Ask AccessPoint, AI suggestions and AI redaction detection pause until the next month. Rules-based redaction detection carries on, and nothing statutory stops: requests are still recorded, deadlines computed, letters written and redaction done by hand. To carry on sooner, an Administrator can add a bundle of 1,000,000 tokens, used after the month's own tokens and kept for 12 months:

Paid once, plus applicable taxes, in your subscription's currency: CAD and USD at the same numbers, EUR in the euro area, GBP in the United Kingdom.

What it needs

• A paid plan — Essentials or Professional. AI Assist is included in the 30-day trial, with a smaller allowance; it is not part of the Free plan.
• An Administrator's permission for AI processing, as described above.
• Your Administrators choose which AI features are on, in Settings → Features & AI.

Price

List prices, plus applicable taxes. The billing country your Administrator chooses before the first purchase sets the currency: Canadian dollars in Canada; US dollars in the United States — the same numbers — and in countries not listed here; euros in the euro area; pounds sterling in the United Kingdom. An add-on is billed on your plan's interval, monthly or yearly; the yearly price is ten times the monthly one.

Adding or removing it

An Administrator adds it in Settings → Subscription → Add a module on an active Essentials or Professional subscription. AccessPoint shows the price in your subscription's currency before anything is added. The module works as soon as the payment service confirms it — usually at once — and the rest of the current billing period is charged, prorated, on your next invoice. During the trial or on the Free plan, choose add-ons together with your plan in Choose a plan.

To remove it, select Remove under Your add-ons. It keeps working until the end of the period you have paid for; then its billing stops. Nothing is refunded for that period, and nothing is deleted. Until that day, Keep puts it back at no charge.

When AI Assist ends, its features and text recognition stop. Drafts, summaries and everything else AI produced stay in your cases.