Connect a supported AI tool to the Vitae records and actions your permissions allow. Ask for help with real client context instead of copying information between windows.
Set up a supported connection and the permitted access.
02
Ask with context
Request a summary or draft using the relevant company records.
03
Review and act
Check the result and use the supported action when you are ready.
One shared company record✓
Example workflow, configured around your business.
LESS FRICTION IN THE DAILY WORK
What your ai does for your team.
An AI assistant can only work with the context it can access. When each tool holds a separate piece of the company, you end up joining the dots yourself.
01
Bring your own assistant
Connect compatible tools such as ChatGPT or Claude through supported interfaces.
02
Use company context
Work with the client, people and activity records your access allows.
03
Keep control of actions
Choose permissions and review points for the work you ask AI to prepare or carry out.
HOW IT CONNECTS
Prepare a useful follow-up from the client's actual history.
AI that helps with your business as it is, rather than a blank chat window.
Does my ChatGPT or Claude subscription cover API usage?
Not automatically. Connecting an assistant through MCP and configuring a provider API key are different setups. Provider API usage may have separate charges.
One shared company record