AI-Agents for Legal Assistants in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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 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 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 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 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 tools
