No. Access to the AI Review Assistant is not tied to your individual user status, role, or permission level. If the feature is enabled for your organization, every user on your account can use it as part of your COI tracking workflow.

The AI Review Assistant is turned on at the account level. Once it is enabled for your organization, it becomes available to all users automatically. That includes:

There is no per user setting to manage, so you never need to adjust individual permissions to give someone access to AI assisted document review.

Certificate of insurance tracking often involves many people across your team, from compliance approvers to project coordinators who simply need to check vendor status. Because the AI Review Assistant is available to everyone on the account, your whole team benefits from faster, more consistent COI tracking without extra setup or role changes.

If someone on your team does not see the AI Review Assistant, it usually means the feature has not yet been enabled for your organization. Reach out to our support team through the chat in the bottom corner of your screen and we will get it turned on for you.

To learn more about reviewing documents in Billy, see our guide on How to Review Documents.