Your team is buried in exhibit lists, deposition notices, transcript requests, and last-minute client updates. Every delay creates more back-and-forth, more rework, and more risk of missing something important. AI agents help your firm keep cases moving by handling the repetitive follow-up, document sorting, and status tracking that eats up the day.
The same case work, but with less chasing, fewer handoffs, and faster turnaround.
No engineering team required. Go from idea to running agent in minutes.
Tell the agent what it should do — in plain language. Or choose from a library of ready-made agent templates built for your industry. No code, no configuration files.
Link your email, CRM, spreadsheets, Slack, or any other tool with one click. The agent reads, writes, and acts across all your connected apps automatically.
Hit start. Your agent runs 24/7 and sends you a clear summary of everything it did — what it found, what it acted on, and what needs your attention.
One common workflow from first trigger to final result, built around the way your team already works.
The intake agent reads the message, identifies the case name, matter type, deadline, and requested items, then creates a clean task record for the team.
The document agent sorts the files by matter, tags them by type, and highlights duplicates, missing pages, or unclear naming so the team does not waste time searching.
The follow-up agent sends the right reminder to the right person at the right time, then logs the response so staff do not have to keep checking back manually.
The status agent pulls the latest case activity, open requests, and completed tasks into a short update that staff can review and send without starting from scratch.
The closeout agent checks that the final documents, confirmations, and notes are in place, then prepares the handoff record so nothing gets lost when the matter moves on.
These agents handle the repetitive parts of case coordination so your staff can focus on deadlines, client service, and quality control.
Reads incoming client emails, deposition notices, and document requests, then creates a case summary and task list as soon as the message arrives.
Takes uploaded files, attachments, and shared links, then organizes them by matter, labels them, and flags duplicates or missing pages when documents come in.
Uses case dates, court deadlines, and internal due dates to build reminders and alert the team when a task is coming due.
Uses open requests, missing items, and response history to send reminders and log replies when vendors, clients, or attorneys have not responded.
Pulls the latest case activity, open items, and completed tasks into a short update whenever an attorney or client needs a progress report.
Checks completed tasks, final files, and handoff notes when a matter is ready to close, then prepares a clean closeout summary.
See how we stack up against manual work and every other automation tool on the market.
One-click connections. No API keys, no developer setup required.
Use AI agents to reduce manual case coordination, speed up document handling, and keep deadlines, requests, and client updates from slipping through the cracks.
These are the kinds of improvements firms usually see when repetitive case coordination stops living in inboxes and spreadsheets.
"We stopped losing half a day to inbox triage and file cleanup, and the team got back to actual case work."
Straight answers to the questions operators usually ask before changing how the team works.
If your team is still spending hours on inbox triage, document sorting, and status updates, now is the time to fix it before the next deadline pileup hits.