AI-Agents for Legal Services working with Microsoft Office 365

Track matter assignments and flag overdue work awaiting owner replies.

Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.

Works with9 tools

Assemble case document pages in the order listed for each packet.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

Turn screenshots of case material into text for document review.

Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.

Works with8 tools

Delete approved chat posts exposing confidential case details.

Your privacy team gets a clear answer when a reported Teams chat message needs removal, with the result recorded and emailed to the reviewer.

Works with26 tools

Book client consultations and confirm changes to the calendar.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools

Send approved client agreements for signature and update the matter team.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools

Replace outdated links in client consultation invitations.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools

Reply to prospective clients with approved service facts and flag gaps.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Draft replies to new professional introductions for attorney review.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools

Introduce referred prospective clients and record the message for follow-up.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools

Summarize matter emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools

Remove work labels from matter emails after linked tasks finish.

Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.

Works with9 tools