A second group of tools works with your own case files in Lexomat. What follows describes what they do — they are available only on a plan that includes them.
The assistant can read your case file and stage proposed entries. It can also confirm a non-binding proposal once you approve it in the conversation. Binding items — a deadline, a client instruction, a qualification or “waiting on” — can never be decided through the assistant; you confirm those in Lexomat itself.
The tools for working with your own spisy come with select plans only. Under the data-processing agreement, case-file content is disclosed only to ChatGPT Enterprise, ChatGPT Edu and OpenAI API Platform; with any other ChatGPT tier, the choice is your own responsibility. The case-file tools are not available when the connected AI application is Claude, on any Claude tier — the research tools over public legal sources stay available.
Access has two independent conditions and both must hold. Your plan has to include these tools, and in Lexomat you have to confirm under Profile → AI connections which kind of Claude or ChatGPT account you connect with. Neither condition substitutes for the other.