Feedback
AI settings
Choose the model that writes the report’s summary and explanations and reads Step 1 case descriptions. These settings are the default for every user; only administrators can change them. Heir names and estate values are sent to the chosen provider whenever a user generates a report, and a user’s own case description whenever they click Read description — use a local model if that is not acceptable.
App features
Switch features on or off for every user. A change applies the next time a user opens or refreshes the app.