What KAI does
What KAI is
Section titled “What KAI is”KAI is KLERQ’s own AI, built in rather than bolted on. It covers two things:
Smart search. Ask for what you want in plain language — “matters for Northwind with a deal value over one million” — instead of assembling filters. KAI translates the question into a structured query and returns matching records.
Text tools. Translate, summarise, anonymise and improve text on records you are already editing — bios, descriptions, work highlights.
What is sent, and what is not
Section titled “What is sent, and what is not”This distinction matters for a firm handling confidential client information, and the two halves of KAI behave differently.
Smart search sends only your question. No client or matter data leaves KLERQ; the AI produces a query, and the query runs against your database.
Text tools send the text you are working on, because that is inherently what they operate on. Asking KAI to improve a work highlight sends that work highlight.
The two are governed by separate settings, so a firm can enable search without enabling text processing.
When it helps and when it does not
Section titled “When it helps and when it does not”KAI is good at finding things across entities and at turning rough notes into readable copy. It is not a substitute for judgement about what should go to a directory — a generated work highlight still needs approving by someone who knows the matter.