Portable legal context: work across AI assistants

How can different AI assistants work on the same legal matter?

Keep the matter’s background, linked sources, knowledge and saved conclusions in Relex, rather than only in a chat. Authorize each compatible assistant to access the same workspace. Its next session can consult that context instead of asking you to rebuild the background.

What carries forward?

The information saved in Relex: structured facts, issues, obligations, deadlines, linked sources and recorded work. An agent’s session conclusion must be saved to become part of the continuing record. This is ongoing access to a shared source of truth, not a one-time copy of a chat transcript.

How do I start?

Create a workspace, add the matter through Relex’s protected intake and document flows, and connect a supported assistant. Ask it to read the matter before starting and save its conclusions after work. Connect a second assistant to the same account when needed. Only permitted context is accessible; private chats in other products are not automatically imported.

Try a handover with a synthetic matter

No client data required. This is a guided test, not a claim that two hosts have already been certified.

  1. Download the fixture. Open your workspace, create a separate test matter, choose the processing mode and upload the fixture. Keep the new matter’s ID.
  2. Authorize your first compatible agent. Ask it to read the three facts and two sources, identify missing evidence and conclude its Relex working session. Verify the saved result in Relex; an answer left only in chat is not saved matter context.
  3. Authorize a second compatible agent with the same Relex account. In a new chat, give the matter ID and ask for the saved facts, sources and conclusion without another upload. Record omissions. Revoke the connection in Relex and confirm further access is denied.