AI Workforce Pro — Help & FAQ
What is AI Workforce Pro?
AI Workforce Pro is a secure, browser-based AI workspace built for businesses — with a focus on law firms. It gives you and your team a single place to chat with AI, draft and summarize documents, search the web, and connect the tools you already use (Google, Microsoft, Clio, and more) so the AI can help with real work, not just answer trivia.
Getting Started
How do I get an account?
AI Workforce Pro is invitation-only at launch. Your firm’s administrator (your “Tenant Admin”) will send you an invitation email. Click the link in that email to set your password and log in.
If you’re the administrator setting up your firm for the first time, contact your SMB Team representative to provision your Tenant.
How do I sign in?
Visit https://aiworkforce.smbteam.com and enter your email and password. If you’ve forgotten your password, click “Forgot password” — we’ll email you a reset link.
What browsers are supported?
The latest two versions of Chrome, Safari, Edge, and Firefox. We recommend Chrome for the best experience.
Using AI Workforce Pro
What AI model does it use?
By default, AI Workforce Pro uses Claude Sonnet (from Anthropic), one of the most capable AI models available. You can also switch between additional models for different tasks via the model selector in the chat interface.
How accurate is the AI?
AI Workforce Pro is powerful but not perfect. AI can sometimes generate output that sounds confident but is factually wrong — this is called a “hallucination.” Always review AI output critically before using it for material decisions or sharing it externally. For legal, financial, or other professional work, treat AI output as a starting draft, not a final product.
Can I switch between AI models?
Yes. You’ll see a model selector in the chat interface. All users have access to model switching. If you’re not sure which model is best for a task, reach out to your SMB Team representative for guidance.
How do I connect my Google / Microsoft / Clio account?
Go to Settings → Integrations, find the service you want to connect, and click Connect. You’ll be redirected to the provider’s authorization page, where you can grant AI Workforce Pro the specific permissions it needs (e.g., reading your calendar, sending email on your behalf). You can disconnect at any time from the same Integrations page or from the provider’s own account settings.
We only request the minimum permissions needed for the feature you’re enabling.
What can I ask the AI to do?
The AI can help with a wide range of tasks, including:
- Drafting emails, letters, and memos
- Summarizing documents and meeting notes
- Researching topics and finding precedents
- Brainstorming and outlining
- Comparing documents or extracting key information
- Acting on connected services (e.g., scheduling a meeting in Google Calendar, drafting a follow-up email in Microsoft)
Can I upload files?
Yes. You can drag and drop files into a conversation or use the upload button. Supported file types include PDFs, Word documents, Excel spreadsheets, CSVs, plain text, Markdown, images, audio, video, and most common file formats. Maximum file size is 512 MB per file. Some specific operations (such as code interpretation) may have smaller per-file limits depending on the AI model used.
Privacy and Security
Is my data private?
Yes. Your data is stored in encrypted form and isolated to your firm’s Tenant. Other firms using AI Workforce Pro cannot see your data. SMB Team personnel only access your data for support, security, or legal reasons.
Does the AI learn from my conversations?
No. Your conversations and uploaded files are not used to train AI models. We contract with our model providers (such as Anthropic) to ensure they don’t train on your data either.
Who can see my conversations?
By default, your conversations are visible only to you. Your firm’s Tenant Admin can see administrative information (account activity, usage) but does not have access to the content of your individual chats unless you explicitly share them or grant access.
How do I delete a conversation?
Open the conversation and click the Delete icon. Deletion is immediate from the interface and is purged from our backups within ninety (90) days.
How do I delete my account?
Contact your Tenant Admin to remove your account from your firm’s Tenant. If you need to delete personal data, contact your SMB Team representative or email support@smbteam.com.
Account and Billing
Who do I contact about billing?
Your firm’s Tenant Admin manages your firm’s subscription. Reach out to them for billing questions. Tenant Admins should contact billing@smbteam.com for billing escalations.
How do I change my password?
Click your name in the top-right corner → Profile → Change Password. You’ll need to enter your current password first.
I forgot my password.
Click Forgot password on the login screen and enter your email. You’ll get a password reset link via email. The link expires after 1 hour for security.
Troubleshooting
The AI gave me a wrong answer. What should I do?
AI can make mistakes. If you have a moment, click the thumbs down below the response to flag it — this helps us improve. For important work, always verify AI output with authoritative sources or professional judgment.
The page is loading slowly or won’t load.
First, hard-refresh the page (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows). If the problem persists, contact support.
I’m getting an error I don’t understand.
Take a screenshot and contact your Tenant Admin, your SMB Team representative, or email support@smbteam.com with the screenshot and a brief description of what you were trying to do.
I think there’s a security issue.
If you suspect a security vulnerability or unauthorized access to your account, contact your SMB Team representative or email support@smbteam.com immediately. Do not post details publicly.
Contact
General support: Your SMB Team representative
Privacy questions: Your SMB Team representative
Security issues: Your SMB Team representative
Billing: billing@smbteam.com