Client intake and matter routing.
New inquiries, intake forms and engagement criteria become structured summaries and routing recommendations, helping teams assess fit and assign the right people.
Calls and emails turned into matter updates.
Approved recordings, transcripts and correspondence become file updates, action lists and draft client responses, reducing manual note-taking and missed follow-ups.
Document review and fact extraction.
Contracts, filings, correspondence and supporting records become searchable facts, chronologies and source references, helping legal teams prepare without repeatedly reading the same files.
Matter progress and deadline monitoring.
Matter records, task lists and correspondence become flags for missing information, stalled work and upcoming deadlines, with staff verifying dates and deciding the next action.
Drafting from firm knowledge and templates.
Verified matter facts, approved precedents and firm templates become first drafts of correspondence, agreements and routine documents, with lawyer review before external use.
Billing and collections follow-up.
Time entries, engagement terms, invoices and payment records become billing checks, outstanding-balance summaries and draft follow-ups, reducing administrative work and helping the firm collect earned fees.