Client Intake & Conflict Check
Processes new client intake forms. Extracts party names, matter type, and opposing counsel. Runs against the firm's conflict database and returns a preliminary conflict check result for attorney review before engagement.
High complexity · ~20 days to build · Risk & compliance
Works with: Practice management (Clio/MyCase), Conflict DB, Email
Deadline & Docket Monitor
Tracks court deadlines, statute of limitations dates, and filing deadlines from the matter management system. Sends tiered alerts to the responsible attorney at 30, 14, and 3 days before each deadline. Escalates missed acknowledgments.
Medium complexity · ~12 days to build · Risk management
Works with: Clio/MyCase, Calendar, Email/SMS
Document Summarization Agent
Processes uploaded contracts, pleadings, or discovery documents and produces a structured summary: parties, key obligations, deadlines, defined terms, and risk flags. Outputs a clean memo for attorney review in under 2 minutes.
Medium complexity · ~10 days to build · Productivity
Works with: Document storage, AI model, Word/PDF output
Time Entry Capture
Monitors attorney calendar events, emails, and document activity to prompt time entries at end of day. Suggests a draft time entry based on detected activity. Reduces unbilled time leakage — a major revenue drain for small firms.
High complexity · ~18 days to build · Revenue capture
Works with: Calendar, Email, Practice management, Billing system
Client Status Update Agent
Proactively sends clients a plain-language update on their matter status at a defined cadence (weekly or bi-weekly). Reduces inbound status calls, improves client satisfaction, and frees attorney time from routine communication.
Low complexity · ~5 days to build · Client satisfaction
Works with: Practice management, Email, CRM