AI Firm Profile & Cost
Two settings shape every AI feature in HeyKazi: the firm profile (what the AI knows about your
practice) and the cost controls (how much you let it spend). Both live under Settings → AI and
require the AI_MANAGE capability.
AI firm profile
The firm profile is how the AI produces output that sounds like your firm rather than generic legal boilerplate. The AI Assistant and every specialist read it before they run.
| Field | What it does |
|---|---|
| Practice areas | The areas you work in — steers matter classification and recommendations. |
| Province / jurisdiction | Anchors regulatory and court context for South Africa. |
| Risk calibration | Conservative / moderate / aggressive — how cautious the AI’s advice should be. |
| House style | Tone and conventions for drafted text (e.g. plain-language, cite statutes by section). |
| FICA requirements | Your CDD posture — enhanced due diligence, PEP screening. |
| Preferred model | Which Anthropic model the AI uses. |
Open Settings → AI
Go to Settings → AI.
Fill in your practice profile
Add your practice areas, province, risk calibration, house-style notes, and FICA posture. The more you provide, the more the AI’s output matches your conventions.
Save
Saved immediately. Subsequent AI runs use the updated profile.
A blank firm profile still works, but the AI falls back to generic, conservative South African defaults. Populating it is the single biggest lever on output quality.
Cost control
HeyKazi’s AI runs on your own Anthropic key (BYOAK — see Integrations), so you pay Anthropic directly and control the spend.
Per-run cost
Every AI run records its cost in ZAR (converted from token usage at the configured rate), the model used, and token counts. You see the cost on each specialist result and in the execution history.
Monthly budget
Set a monthly budget (in ZAR) on the AI settings page. HeyKazi tracks spend across all AI runs for the calendar month:
- The cost summary shows spend so far, the budget, and the remaining amount.
- When spend reaches the budget, further AI runs are blocked with a clear message until you raise or remove the cap.
- Leaving the budget unset means no cap (unlimited) — spend is still tracked and visible.
The budget is a hard stop for in-product AI. If specialists or the assistant suddenly refuse to run, check the cost summary — you have likely hit the monthly cap.
Related
- Integrations — set your Anthropic API key (BYOAK)
- AI Specialists — what consumes the budget
- AI in HeyKazi — the overall AI model