Agents help legal services firms keep client matters moving and make room for legal judgment.
Recover case attachments from older emails into the shared archive.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
Archive recent unstarred mail while starred client correspondence stays in view.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.
Check consultation confirmations for calendar conflicts and draft replies.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Put client requests and matter deadlines first in the daily inbox summary.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
Copy scanned case documents into the email thread with uncertain words marked.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
Find open consultation times with the right attorney.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
Flag overlaps when client or case meetings change.
Get a short email when your schedule changes, with any new meeting clashes and a follow-up to check.
Put a clear next-day task beside flagged client correspondence.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Confirm client consultations with clear meeting details.
Your clients get clear appointment emails in their time zone, while your coordinator hears about missing details before anything goes out.
Confirm client consultations after checking the agreed time and place.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
Send released matter documents to named recipients and report delivery failures.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
Check owner approval before adding matter teams to private channels.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.