AI-Agents for Legal in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Assemble case document pages in order for each ready request.
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 toolsCheck the current signers before sending approved renewals.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsRemove listed case team members from a closed matter's private channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
9 toolsCreate one ordered matter packet and link it to the client 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 toolsSend approved legal agreements to named signers and record each request link.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsRequest missing power of attorney forms before legal approval.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsTranscribe words in linked case images for team review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsSend approved case agreements for signature and log the request.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend approved case agreements to signers and keep the link with the matter.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsRoute approved agreements and share the first signer's request.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
11 toolsAdd client follow-up files to the open matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
8 toolsList missing contract files before legal review resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
11 tools
