AI-Agents for Paralegals
Agents help Paralegals keep case documents ready for review and follow-up.
File each client's signed formation agreement with its signing proof.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
Add signing proof to executed client agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsCheck the approved case document before sending it for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsPut a photographed case page's text beside the right legal matter.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsSend approved settlement PDFs for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved matter agreements for signature and return 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 toolsMark duplicate case files before reviewing a document batch.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsAdd editable text beside clipped case documents for review.
Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.
4 toolsPrepare case data for attorney review and list excluded records.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Pull agreement terms into a sheet for attorney review.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.
