Termi by Helm360

Termi

by Helm360


Overview

Termi is an AI-enabled chatbot designed for internal knowledge and data management in law firms. It acts as a unified interface across a firm's existing technology systems, allowing users to query and retrieve information without navigating individual applications.

Key Features & Functions:

Natural Language Query Interface
Users interact with Termi by typing plain-English questions or requests. Termi interprets these queries and retrieves data or documents from connected systems, returning results directly within the interface.

Multi-System Integration via Plugin Framework
Termi connects to third-party systems through an advanced plugin framework using APIs, web services, and custom DLLs. Named integrations include practice management systems such as Thomson Reuters Elite 3E, Aderant, and ProLaw; document management systems; Microsoft SharePoint; CRM systems; and HR platforms.

Billing and Financial Data Retrieval Users can query billing and accounting systems to retrieve invoices, check payment status, review outstanding balances, enter time, and receive alerts for unbilled or missing time entries.

Search & Dashboard Functions
Termi includes a search function for querying information within a specific system or across connected systems. A dashboard component supports customized reports and data views drawn from multiple applications.

Notifications & Alerts
Termi can be configured to deliver scheduled notifications and consolidate alerts from across firm systems, including approvals, onboarding updates, and daily briefings.

No-Code Configuration Backend
The administrative backend features a drag-and-drop interface that allows non-technical staff to map system responses, add trigger phrases, and customize terminology to match firm-specific preferences.

Productivity Tool Embedding
Termi can be pinned to the desktop taskbar or embedded as an add-in within Microsoft Outlook, Microsoft Teams, and Slack, enabling access without leaving existing workflow environments.

Cloud & On-Premises Deployment
Termi is available as a cloud-hosted solution or through on-premises deployment. Data queried from connected systems is returned as a preview within Termi but remains stored in the source system.

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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US,
UK,
India
X-Twitter
YEAR FOUNDED
1997
REGIONS SERVED
Asia,
Europe,
North America
Areas of Use
TARGET AUDIENCE
Corporate Legal
Law Firms - 100-499 Lawyers
Law Firms - 500+ lawyers
PRACTICE AREAS

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