Turn on AI for your firm

AI in Tidyflow is off until your firm opts in. Two layers of consent are required, and nothing is processed by AI until both are in place:

1. Workspace: an owner or admin accepts the AI terms of use for the firm.
2. Personal: each user separately consents to their own data being processed.

AI features are included on every plan at no extra cost. See pricing for plan details.

Enable AI for the workspace

Only owners and admins can do this.

1. Go to Settings → Artificial intelligence.
2. Read the AI terms of use.
3. Tick I have read and accept the AI terms of use.
4. Under Delegated client access, choose No delegated access yet, All clients, or Selected client groups. If you choose groups, select the groups the agent may work with.
5. Click Enable AI.

Accepting the terms also records your own personal consent, so AI features work for you immediately. Other team members give their own consent separately.

Agent chat uses your own access. The delegated-access choice controls which clients Tidyflow Agent can work with when you assign or @mention it on a Job. No delegated access yet lets you start with chat and configure delegated access later in Settings > Agents. All clients includes clients added in the future.

Give your personal consent

Every other user opts in for themselves, either:

• from Settings → Artificial intelligence, under Personal consent, by clicking Grant consent, or
• the first time they use an AI feature, when Tidyflow asks for consent before doing anything.

What turns on

• Tidyflow Agent: an AI teammate you can chat with from the Agent page and delegate Jobs and email threads to. See What you can ask Tidyflow Agent.
• Summaries: summarize a Job, a long email thread, or a file from where you’re viewing it.
• Smart Classification: suggested names and folders for files your clients upload. See Smart Classification for client uploads.
• MCP access: connect Claude, ChatGPT, and other MCP-compatible tools to your workspace from the Connections section. See Connect AI Tools to Tidyflow with MCP.

Revoke consent

• Your personal consent: click Revoke consent under Personal consent in Settings → Artificial intelligence. AI features stop working for you immediately, and any AI tools connected to your account are disconnected. Other users are unaffected.
• The workspace: an owner or admin clicks Disable under Workspace access on the same page. AI features stop for everyone, and any active agent work is cancelled.

How your data is handled

When you use an AI feature, Tidyflow sends the relevant data, such as the email thread you’re summarizing or the workspace records you ask about, to the AI provider to generate a response. The provider is contractually prohibited from using your data to train its models. The AI terms of use describe this in full.