AI-Agents for Legal Services
Agents help legal services firms keep client matters moving and make room for legal judgment.
File case emails with their attachments for later matter review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsPut labeled client matter emails on a shared task list, one per thread.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsSurface deadlines and requested follow-ups from matter email threads.
Get the decisions and next steps from a long email thread in your private work chat, without rereading the whole conversation.
8 toolsClear unwanted mail while keeping messages about client matters.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
16 toolsRemove flagged, unapproved people from matter channels and document the change.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
12 toolsTell legal clients when their attorney returns and flag urgent case emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and flag matter deadlines for the covering colleague.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsCall out client requests and stated deadlines from the shared inbox.
Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.
20 toolsBook case meetings and confirm the time in the email thread.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsFlag client meeting invitations that clash with case commitments.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsBook caller meetings around attorneys' availability and confirm the details.
Your callers and staff get the same confirmed time and location after you email the caller's preferred times.
10 toolsSend an added client current details for a remote consultation.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 tools
