Explore Mode on Tolley+ AI^™ Powered by Protégé^™

Need to explore beyond core Tolley tax content with the security and reliability of Tolley+ AI? Explore Mode is just a toggle away.

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All your work, tax and beyond, now in one secure place

Explore Mode adds secure access to multiple General AI models within Tolley+ AI, helping you handle tax-adjacent and everyday professional tasks without switching tools.

Use Tolley+ AI when you need trusted, citation-backed answers grounded in Tolley content, and use Explore Mode when the task calls for broader external context beyond core tax research, such as client background, business context, brainstorming and other non-tax work.

Flexible choice of models

Choose the model that suits the task with clear drafting, strategic reasoning, deep research or polished tone.

Explore broader external context

Use web search for wider business and professional sources, then confirm tax points in Tolley+ AI with citations.

Keep drafts and queries in the Tolley+ environment

Work in one place for better privacy, control, and consistency without copying client/business context into public tools.

Move from ideation to tax validation

Shape ideas and first drafts in Explore Mode, then switch to Tolley+ AI for grounded tax research without losing context.

Avoid extra AI licences

Access multiple models in one place, without adding separate AI tools to your workflow.

Core capabilities of Explore Mode within Tolley+ AI

Security

Privacy by design
All activity remains within the Tolley environment with enterprise-grade safeguards, encrypted data handling and no model training on customer inputs. This helps protect confidential client and firm work.

Model choice

Pick the best
Select from multiple leading models for speed, depth, reasoning or tone, depending on the task in hand. Every response is clearly labelled so users know which model produced it.

Web grounding

Broader context
Explore Mode can draw on open-web sources for wider business and professional context when the task goes beyond core tax materials. Use it for client research, adjacent regulation and other non-tax work before switching to Tolley+ AI for grounded tax research.

Citation checking

Verify citations
Use citation checking to reduce risk when exploratory research moves into tax work. Where cases or legislation can be matched against Tolley content, they are verified and linked; where they cannot, they are clearly flagged for checking.

Deep research

Go further
Explore topics in more depth with structured research that scans widely and pulls together useful background, themes and context. Use it for horizon scanning, client preparation and issue mapping before finalising tax analysis.

Seamless control

One-click toggle
Switch between Explore Mode and Tolley+ AI in a single workflow and keep your context in one place. Reduce tool-switching, keep oversight and move more easily from exploration to grounded tax validation.

How General AI in Explore Mode can help

Research a client’s business, public statements, market position and wider context before a meeting or project. Explore Mode helps bring that broader picture together in one place before tax points are validated in Tolley+ AI.

Get up to speed on a client’s position, public statements, consultation responses, and market commentary. Use web search for recency, then validate tax assertions back in Tolley+ AI.

Turn meeting notes into a clean summary with actions, risks, and follow-up, ready to share with the client team or stakeholders.

Draft a project plan for a tax deliverable (for example, Pillar Two readiness, governance processes, or data-gathering plans), then switch to Tolley+ AI to confirm technical touchpoints.

Outline a presentation and ask Explore Mode to improve clarity and flow before you present to partners, finance, or the board.

Draft internal updates (policy reminders, process changes, or “what’s changed” notes) and keep everything in one secure workflow.

Brainstorm positioning and structure for a proposal or client meeting pack, then ground the technical tax sections in Tolley+ AI.

Summarise external developments and perspectives quickly using web search, then verify and refine anything you intend to rely on or publish.

Create a first pass at a memo, improve structure and tone, and generate alternative versions for different audiences (tax team, finance, non-specialists).

Scan widely for emerging developments, consultation activity, and adjacent regulatory change, then move into Tolley+ AI for grounded tax analysis.

Prepare clear talking points and a short briefing for senior stakeholders, then confirm any technical assertions in Tolley+ AI before circulation.