AI-Agents for Legal Services
Agents help legal services firms keep client matters moving and make room for legal judgment.
Send approved engagement 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 toolsSummarize new matter documents and flag facts needing review.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
File signed client agreements with their signing logs for matter teams.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsMark duplicate matter files and link each copy to its original.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Flag exact copies in case file batches before legal review.
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 toolsAssemble linked case PDFs in order for legal review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsSend approved client agreements for signature and share the request link.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
4 toolsSend approved client agreements to the right signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsSend approved client agreements for signature and log the request link.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsSend approved client engagement agreements for signature.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
4 toolsSend approved client engagement agreements for signature.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSort new matter files into matching shared folders.
Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.
6 tools
