Configuring Firm-Level AI Integrations

November 3, 2026

Firm-level AI integrations let an administrator set up an AI provider once for the whole firm and choose which groups and users can use it in AI Tools, instead of each user adding their own API key.

Table of contents

Open AI Firm Integrations

  1. In the left menu, click Settings.
  2. In Integrations & AI, click AI Integration Configuration.
Settings page with the Settings menu and AI Integration Configuration highlighted
AI Integration Configuration in Settings.

The AI Firm Integrations page lists the firm’s integrations:

  1. Add AI Integration creates an integration.
  2. The list shows each integration’s Name, Provider and API Key.
  3. The filter button searches the list, and the help button opens the help.
AI Firm Integrations page with Add AI Integration, the Name, Provider and API Key columns and the filter and help buttons highlighted
The AI Firm Integrations page.

Add a firm AI integration

Before you start, get an API key from your AI provider. To learn how, read How to Obtain an API Key for AI Tools. Then click Add AI Integration and, in the Add New AI Integration panel:

  1. In Name (required), enter a name that identifies the integration.
  2. Select the AI Provider (required): OpenAI or Gemini.
  3. In API Key (required), paste the key from your provider. The eye button shows or hides the key.
  4. In Permissions, select the Groups and the Users who can use the integration.
  5. Click Save.
Add New AI Integration panel with Name, AI Provider, API Key, the Groups and Users permissions and Save highlighted
The Add New AI Integration panel.

The selected groups and users can now use the integration in AI Tools.

Note. Keep your API key private. Anyone with the key can use your AI provider account, and your provider may charge you for that use.

Edit or delete a firm AI integration

  1. In AI Firm Integrations, click the pencil at the start of the integration row to edit it. Change the fields as needed and click Save.
  2. To delete it, click the arrow next to the pencil and click Delete.

When you delete an integration, the groups and users it was assigned to can no longer use it.

Each user can also add personal integrations. To learn more, read Managing your AI Integrations.

Note. To configure firm-level AI integrations, a user needs the Manage AI Integration permission in their role. See Managing Groups, Roles and Job Titles.

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