The Brief card on a client’s overview is an AI-generated summary of what is most important for that client right now, not a recap of what is already on the page.
It reads your Notes alongside the client’s open tasks, upcoming court dates, deadlines, and recently completed tasks, then highlights connections you might otherwise miss. If your notes mention you are waiting on disclosure for a bail application and a chase-up task is overdue, the brief flags exactly that.
What it shows
Up to five short bullets, deliberately narrow in focus: anything not actionable in the next two weeks is dropped. If nothing is pressing, you see a single All clear line. The card appears on current clients and leads, not on archived clients.
Turning it on and refreshing
The brief requires AI features to be enabled. If you have not opted in, an Enable Briefings button turns it on with one click. A brief refreshes automatically when the client’s notes, tasks or court dates change; use the refresh icon in the footer for a fresh one immediately.
Note: to write the brief, the client’s notes, charges, court dates, and tasks are shared with Claude, the AI assistant that powers Acquit’s AI features.