AI-Agents for Legal Assistants
Agents help Legal Assistants keep matter files complete and ready for handoff.
File executed matter agreements and send both final links to the owner.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsJoin case PDFs in order and attach the packet to the task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsPlace each party's fields and send approved legal agreements.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsPrepare approved agreements for signature and record the request link.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsShare consultation openings in each client's time zone.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsExport complete case details for review and flag missing information.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Send approved legal agreements to named signers and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsDraft client replies for review against the matter's email history.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Send approved client agreements for signature and notify the owner.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
Fill contract review sheets from newly filed agreements.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.
