Memory
Saved answers and notes the whole team can use. A note is used only when it is ticked for a question.
Saved notes
Add a noteWrite one yourself
Instructions
How the models should answer. Pick one for a question, or post your own.
Available instructions
Post a new instructionUp to 20,000 characters
Build an instructionGuided, editable draft
Describe the work once. The builder creates an editable draft below; it is not saved until you post it.
Required response sections Additional safeguardsSkills
Reusable legal workflows that prepare a normal Ask with a clear Matter or Vault scope. Review every result and source before relying on it.
Build a SkillPrivate until you share it
A Skill is a reusable task and source boundary. It prepares a normal Ask; it does not run a model or save work until you explicitly do so.
A linked custom Instruction remains separate and must be shared separately before another person can use this Skill.
SafeguardsReview generated Ask directions
Vault
Find your documents, motions and templates. Search their details, organize files and open drafts from one place.
Add filesUpload files or a folder
Browse the repository
Find information in document text
Browse and sort
More filters
Chat
One question and its follow-ups, read as a conversation. A reply goes to all models or to one.
Matters
A matter is a client file or case. Chats and replies can be linked to a matter. Contacts belong to a matter, and you see only the matters you are on.
Your matters
New matter
Contexts (admins)
Chats and replies can be filed under one context from this list. Add, rename or remove them here.
Documents
Find your work, prepare matter documents, and review every draft before export.
Template library
Start with a scaffold or a saved template. Track its source, jurisdiction, review status, owner, and sharing before using it in a Matter. Templates are starting points, not court-approved forms.
Template details
Source and approval details travel with the template; generated documents retain a source snapshot for review.
Document packs
Select a group of accessible templates, verify the Matter details that will fill each field, then create separate editable drafts. A pack is private to you; it does not share a Matter or template.
Save this selection as a private pack
My private packs
Saved packs store only a selection of templates. Their contents and Matter details are not copied into the pack.
No model is called. Each draft remains editable and is not filed until you choose to copy it to the Vault.
2. Verify information
Values marked Matter come from the current Matter record. Change a value only when this draft needs a different value; missing fields are never guessed.
3. Review drafts
These are drafts only. Open each one to edit, preview, export, or copy it to the Vault.
View source snapshot
Source text and attachments
Previous draft before changing source or matter
Revision history
Save a reusable template
Templates retain their text. Use named fields such as {{CLIENT NAME}} instead of client-specific details. New templates begin as drafts and remain private unless you explicitly share them.
Source lookup
Search one source at a time, with the fields it needs. Results show links to check and can be saved to team memory.
Connections
Sources a question can use. The Vault stays on this server. Cloud sources are read when a question needs them and are not copied into the Vault.
Vault
PracticePanther
Connect your own PracticePanther account through OAuth. Aliwiz is prepared for a read-first import of clients, matters, contacts, relationships, activities, tasks, and events. The documented API does not provide document-file transfer, so Vault and RAGFlow stay the document system.
Zoho Mail
Connect your own Zoho mailbox through OAuth for a future read-first email and attachment import. Aliwiz asks only for accounts, folders, and messages read access. It does not send, alter, delete, or automatically import email.
Legal sources
Each person connects their own accounts. Keys and logins are stored encrypted on the server and are never shown again. Under Ask, you choose which connected searchable sources a question may read; results are not copied into the Vault.
Cloud sources
Paused and disconnected sources are not used. Disconnecting keeps their settings, so you can reconnect later.Add a connectionDropbox
Saved runs
Past questions and their answers. Open one to read it, combine its answers, or download it.
Agents
Build a scheduled workflow, review its sources and safeguards, then save it. Times are New York time.
Agent builder
- Task
- Skill and sources
- Schedule
- Review
1. Define the task
2. Apply a Skill and Instruction
A Skill supplies the legal-work workflow and requires a fixed, permission-checked Matter or ready Vault scope. The Instruction supplies the model’s standing guidance. Leaving Skill empty keeps the existing question-only agent behavior.
3. Set the schedule and output
4. Review before saving
Review confirms the schedule, source boundary, Skill, and Instruction without calling a model, retrieving documents, or saving an agent.
Scheduled agents
Usage
Everyone on the team can see this. Figures come from the model calls saved in this app.
Per question
| Question | Tokens | Cost to run | Min saved | Value | Net |
|---|
Sharing and privacy
New questions, instructions, drafts, Vault uploads and memory are private. Admins can access everything. Share selected items with people or the team; recipients can read them. Matter members collaborate on its case file, docket and tasks. Linking a private question or draft to a matter does not share it. Sharing a question or draft includes its saved answers, source snapshots and attachment text; it does not grant access to the original private files.
Older items with no recorded owner are visible to admins only. An admin can assign their owner here. Built-in instructions remain available to everyone.
Account
Each person holds their own provider keys. They are stored encrypted on the server and never shown again.
Signed in as
Your provider keys
Questions and agents you create use these keys. Paste a key to save it, or Remove to delete it.
Connections
Save your personal legal-source connections here. Each key is encrypted on the backend and belongs only to your signed-in account.
Change password
Sign out
Help center
Search current Aliwiz guidance, open the right workspace, or ask one selected model how to use the app.
Ask Aliwiz Help
This sends only your help question and the current Help Center guide to the first model selected in Ask. It does not send a Matter, Vault file, Library passage, legal source, attachment, or Memory note.
Admin
Billing rate, budget and the price table. Price changes apply to calls made from now on.
Accounts
Approve new requests, change roles, disable accounts, or give a one-time password.
Waiting for approval
All accounts
Email sending
Used for password reset links. For Zoho, use smtp.zoho.com (smtp.zoho.eu if your Zoho account is in Europe), port 465 (SSL) or 587 (TLS), and your full Zoho address as the username. If two-factor sign-in is on, use an app-specific password from Zoho. The password is stored encrypted and is never shown again.
Billing and budget
Price table
Dollars per million tokens, from each provider's current price list. A model with no price has its cost left out of the totals.These are placeholder prices for testing. Enter the real prices and save before relying on any cost figure.
| Model | Input $ / 1M | Output $ / 1M |
|---|
Delete data
Deletes every saved question and answer, team memory, chat notes, every Vault file (here and in RAGFlow), and every agent with its output files. Instructions, prices and settings stay. The legal library in RAGFlow is not touched. This cannot be undone.