AI-Agents for Legal Assistants
Agents help Legal Assistants keep matter files complete and ready for handoff.
Assemble case PDFs in the specified page order for review.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsArchive flagged case attachments and report any missing files.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsSend final client agreements to the required signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsArchive older matter attachments for the legal team.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsCopy scanned case papers into the email reply for attorney review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsSend released matter files to named recipients and flag failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsFile signed agreements and certificates in the right matter folders.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 toolsSend approved case agreements to the named signers.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsInvite the named signers and leave the request link in the case file.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend the reviewer's final client agreement for online signature.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
10 toolsSend approved client agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend final client agreements for signature and reply with signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 tools
