AI-Agents for Paralegals in Case Management
Agents help Paralegals keep case documents ready for review and follow-up.
File client emails with their attachments for case review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsAssemble matter PDFs in order and link the packet on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
7 toolsKeep executed agreements and signing proof in closed matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 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 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.
