Troubleshooting
| What you see | What it means |
|---|---|
| "Your firm hasn't approved this agent yet" | The agent is not enabled for your firm. An administrator should check Settings → AI Agent Access, or get in touch if that page is not there |
| Sign-in page never appears, or the client reports it cannot reach the server | Check the URL, including the trailing slash |
| The assistant says it lacks permission for something | That permission was not approved when you connected, or your firm does not allow it. Disconnect and reconnect to choose again; if it is still refused, an administrator should check Settings → AI Agent Access |
| It worked yesterday and now asks you to reconnect | The connection was ended, or expired. Reconnect from the client |
Still stuck? Use the chat function in LeanLaw or email [email protected].
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