AI & AGI Features
Accordio gives you two layers of AI. The in-app assistant lives inside your dashboard — it drafts contracts, generates invoices, and edits documents. Accordio AGI is a cloud agent that runs 24/7 — reachable from WhatsApp, Telegram, Slack, or your macOS menubar — and can take action on your behalf.
TL;DR
In-app AI for contracts and documents. AGI cloud agent (79 tools) for everything else — reachable 24/7 via WhatsApp, Telegram, Slack, web, and desktop. Daily message limits reset at midnight.
Accordio AGI — Your AI Chief Operating Officer
Accordio AGI is a cloud agent that knows your entire business — contracts, clients, projects, time entries, and deadlines. It runs around the clock and you can reach it from wherever you work.
Reach it anywhere
- • Telegram
- • Slack
- • macOS menubar app
- • Web dashboard
79 tools at its disposal
- • Create & send contracts
- • Generate & send invoices
- • Log time entries
- • Send payment reminders
- • Browse the web for research
What AGI can do
- Contracts: Draft, review, and send contracts from a chat message
- Invoices: Create invoices and chase overdue payments
- Time tracking: Log entries, summarize your week, suggest project assignments
- Reminders: Proactive nudges for deadlines, follow-ups, and unpaid invoices
- Risk analysis: Flag at-risk projects before problems escalate
- Web browsing: Research pricing, legal questions, or client websites
- Client updates: Generate status reports from your tracked time and tasks
Try it from WhatsApp
The In-App AI Assistant
Access the AI assistant from anywhere in Accordio via the chat panel. It can:
- Generate complete contracts from a description
- Create invoices from project details
- Draft proposal sections
- Answer questions about freelancing best practices
- Help with pricing strategies
- Suggest contract clauses
- Explain legal terms in plain English
Generating Contracts
The fastest way to create a contract is with AI. Just describe your project:
Example prompt:
"Create a contract for a 3-month marketing retainer with ABC Corp. $3,000/month, includes social media management, content creation, and monthly reporting."
AI generates:
- • Professional contract with your business details
- • Clear scope of work section
- • Payment terms and schedule
- • Deliverables for each month
- • Standard legal clauses
- • Termination and cancellation terms
Be specific
In-Editor AI
When editing contracts or proposals, the AI can help you:
- Expand sections: Add more detail to a paragraph
- Simplify language: Make legal text more readable
- Add clauses: Generate specific legal clauses
- Fix grammar: Polish your writing
- Translate: Convert to different languages
Highlight any text in the editor and click the AI button to see options.
AI Memory
The AI learns about your business over time to provide better assistance. It can remember:
- Your rates: "I charge $150/hour for consulting"
- Services offered: "I specialize in React and Next.js development"
- Standard terms: "I always require 50% upfront"
- Working style: "I prefer milestone-based payments"
- Client preferences: "For enterprise clients, I use NET 30"
Tell the AI about your business by chatting naturally:
Client AI Assistant
When clients view contracts or proposals, they have access to an AI assistant that can:
- Explain any section in simple terms
- Answer questions about the contract
- Clarify payment terms and timelines
- Explain legal clauses
This helps clients understand what they're signing without needing to ask you for explanations.
Daily Message Limits
Every AI interaction — whether it's a chat message, a contract generation, or a tool call — counts as 1 message. Simple and unified across web, WhatsApp, Telegram, Slack, and the desktop app.
Starter (Free)
Great for occasional AI assistance
Legend
Heavy AI usage for power users
Messages reset daily at midnight. Client AI questions (when clients ask about your contracts) are always free and don't count toward your limit.
Track your usage
Upload Documents for Context
Upload files to give the AI context about your project:
- PDFs: Existing contracts, briefs, or specs
- Word docs: Project requirements or SOWs
- Images: Screenshots, mockups, or references
- Text files: Notes or outlines
The AI will analyze the uploaded content and use it to generate more accurate contracts or answer questions.
Google Drive Integration
Connect your Google Drive to:
- Import Google Docs as contracts or proposals
- Use existing documents as context for AI generation
- Export signed contracts back to Drive
Connect your Google account in Settings → Integrations.
Best Practices
- Be specific: Include project details, budget, and timeline
- Review everything: AI is a starting point — always review generated content
- Build memory: Tell the AI about your business for better results over time
- Use context: Upload relevant documents for more accurate generation
- Iterate: Ask the AI to revise or expand sections as needed
- Use AGI for operations: Let AGI handle reminders, time summaries, and follow-ups while you focus on client work
- Try messaging apps: WhatsApp and Telegram are great for quick time logging and status checks when you're away from your desk
Use your preferred LLM
to explore Accordio documentation
Opens your LLM with a prompt to read and explain the docs. For Claude, Gemini, and Grok the prompt is copied to clipboard.