How are clients kept apart?
Each client has its own space, and every request, commitment, document, time entry and report belongs to one client. A portal contact sees only their own client's shared records. You can restrict a client to the people on its client team, and mark a request confidential so that only admins, its assignee and the client lead can open it, along with its files, messages and time.
What can the AI assistant do?
Your assistant connects through MCP, the open standard Claude and ChatGPT use to work with other software. It can read the records the connection allows, including the files clients send, log a request from an email, propose commitments from a contract with the clause quoted, log time, and draft internal notes, client replies and report narrative. It cannot approve commitments, approve or share reports, send anything to a client, invite portal contacts or change restrictions and AI access. Those steps return a link for a person to finish in the web app. Raq.com does not research the law or draft legal documents.
Who approves what?
Commitments proposed by an assistant or by staff wait in a Needs approval queue until someone with the counsel role approves them in the web app. Counsel approves each report, which freezes its figures and stores the PDF, and the client sees it only when counsel shares it. A reply your assistant drafts stays a draft until a person sends it. Owners and admins always have the counsel role, and other team members can be counsel or staff.
What leaves Raq.com when an assistant connects?
Only what the assistant asks for and the connection is allowed to read. Lists return titles and status, and full content needs a separate request for a single record. Requests for a client with AI access switched off are refused. Whatever the assistant receives is then held by its provider under your own account with them.
Can I export or delete a client's records?
Yes. The handover pack is a ZIP of the client's registers, the conversation on each request, the client's history, report PDFs and files with a readme, for when an engagement ends or the client moves to new counsel. Time entries and commitments also export to CSV. You can remove files, contacts and time entries in the workspace. To have a client's records or the whole practice deleted, email privacy@raq.com and we confirm when it is done.
What do clients see in the portal?
Each contact you invite gets a private link that stays active while they use it and can be revoked. A link left unused for 90 days lapses, and the contact can email themselves a new one. The first visit confirms their email address, and by default each new browser session needs an emailed code. They see their open requests, the decisions you need from them, commitments you have shared with them, published reports and, if you switch it on, the retainer hours used. Internal notes, unshared commitments and draft reports stay hidden. Portal users are free and unlimited.
Can I hold client funds or retainer deposits in Raq.com?
No. Raq.com records retainer fees and hours so you can report usage to the client. It does not hold funds on behalf of clients or keep a ledger of them, so money held for clients stays in your own bank accounts and records. Invoice Generator can bill your earned fees.
How does using an AI assistant fit my professional rules?
That judgement is yours, and Raq.com does not give legal or ethics advice. ABA Formal Opinion 512 (July 2024) and the SRA's warning notice on the misuse of AI (17 August 2026) both stress keeping client information confidential, using tools only with suitable safeguards, and checking anything an AI produces. The SRA notice also warns that sharing client information with an AI tool can waive legal professional privilege, and Opinion 512 expects informed client consent in some cases. The workspace gives you practical controls: record on each client when and how they agreed to AI use, switch AI access off for a client and every assistant connection refuses that client's records, lists return titles and status so full content needs a request for one record, and commitments, reports and client replies wait for a person. Use a business or enterprise plan for your assistant, check its retention and training settings, and keep one project or conversation per client.
Is there a minimum term?
No. The plan renews each month, or each year if you pay annually, until you cancel, and cancelling takes effect at the end of the billing period. After that the workspace stays readable for 30 days so you can export every client's records.
Does it work for US and UK practices?
Yes. Settings has US or UK date formats, your currency and your time zone. Compliance templates cover Delaware corporations and LLCs, annual reports in any other state on dates you set, and UK private limited companies. They are starting points: you choose the items for each client and confirm every date against the current rules.
How do I bring my existing clients in?
Add them one at a time, or upload a CSV of up to 1,000 clients with each client's main contact, using the template in the workspace. You check a preview before anything is saved.
Can I talk to someone before I start?
Yes. Email hello@raq.com with your questions or to arrange a walkthrough, and a member of the team will reply.