ASK LEDGEIN
Permission-aware AI
inside your practice workspace.
Ask LEDGEIN helps your team understand, explain and prepare work using the LEDGEIN context they are already authorised to see. It is an assistant, not an autonomous agent.
Example questions
- What needs my attention today?
- Summarise this client.
- Which clients are waiting on documents?
- Explain this regulatory update.
- Which invoices are overdue?
- Summarise this report.
- Why did this automation fail?
- Draft a follow-up message.
WHAT IT HELPS WITH
Explaining and preparing work
Ask LEDGEIN is most useful where a person would otherwise read across several screens to assemble an answer.
Summarise a client
Pull together services, open work, outstanding requests and recent activity.
Explain an update
Restate a regulatory update in practice terms, with the official source still linked.
Diagnose a run
Explain why an automation run failed and what the next step would be.
Draft communication
Prepare a follow-up message for a person to review, edit and send.
Scoped answers
Only data the signed-in user can already access is used to answer.
Confirmation required
Consequential actions are proposed, then confirmed by a person.
TRUST BOUNDARIES
What Ask LEDGEIN does not do
AI assists the practice. It does not become the system of record.
- Answers respect the permissions the signed-in user already has.
- It works from authorised LEDGEIN context, not the open internet.
- Consequential actions require explicit confirmation by a person.
- It does not replace official regulatory sources, deterministic compliance logic, Client Health rules, report calculations or permission controls.
AI within existing controls
- Answers are limited by the signed-in user's role and permissions
- Official regulatory sources remain authoritative, not AI summaries
- Compliance logic, Client Health and report calculations stay deterministic
- Consequential actions require explicit human confirmation
CONNECTED
Where Ask LEDGEIN is useful
AI that stays inside your permissions.
See how Ask LEDGEIN explains work without stepping outside your practice controls.
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