AI-Agents for Legal Services

Agents help legal services firms keep client matters moving and make room for legal judgment.

Fix Private Channel Access

Add approved staff to private matter channels and confirm access.

When you can't add someone to a Teams private channel, get access fixed when owners approve, or learn exactly what stands in the way.

Works with7 tools
Merge Handoff PDFs

Assemble matter documents into one PDF in the requested order.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Remove Private Channel Members

Remove listed case team members from a private matter 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.

Works with9 tools
Add Video Meeting Links

Add video links to client matter meetings and resend invitations.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools
Set Up Video Meetings

Add joining links to remote client meetings and update invitees.

Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.

Works with
File Signed Agreements

Pair signed client engagement agreements with their audit pages.

Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.

Works with5 tools
Merge Case PDFs

Merge matter PDFs in order and link the packet 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.

Works with7 tools
Send PDF Signature Requests

Send approved client agreements and link signing requests to their tickets.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
Request Missing Authority Forms

Request missing power of attorney forms before legal approval continues.

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
Benchmark Legal Extraction

Compare models on extracting answers from legal documents.

Your LLM performance benchmarks show scored legal extractions and a current model comparison as new cases become ready.

Works with6 tools
Convert Image to Text

Transcribe words in linked case images for document review.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Works with11 tools
Convert Images to Text

Combine scanned case exhibits with labels for document review.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Works with4 tools
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