Industry / Law firms

Agentic operations for law firms

Law firms live and die by matters, billable hours, and deadlines. The repetitive work — intake, conflict checks, doc review, time capture, status updates, calendaring — chews into time that could be billed or used to actually practice. Below are agents I build for boutique and mid-size firms.

Systems I integrate with:Practice management softwareDMSTime & billingE-signature platform

Agent catalog

7 agents I build for law firms

Every one of these is shippable in 30–60 days, tied into the systems your team already runs on. Pick the one that hurts the most — we start there.

Client Intake & Conflict Check Agent

01

Turns an intake form into a fully checked, opened matter.

Reads the intake form, runs conflict checks against your practice management system, validates jurisdiction and scope, creates the matter, drafts the engagement letter, and routes for signature. Partner sees a packaged matter ready to start.

Practice management softwareE-signature platform

Document Review Triage

02

First-pass review of discovery and incoming docs.

Reads incoming documents, classifies by type (contract, correspondence, financial record, etc.), flags privileged or relevant items, and routes to the right associate with a one-paragraph summary. Replaces hours of human first-pass review.

DMSPractice management software

Billable Time Capture Agent

03

Reconstructs your day into draft time entries.

Pulls calendar events, sent emails, and document edits per attorney per day. Drafts time entries against the right matter with suggested narratives at the right granularity. 5 minutes approving instead of 30 minutes reconstructing.

Time & billingPractice management software

Deadline & Docketing Agent

04

Watches court filings, statutes of limitations, and SLAs.

Tracks every court deadline, contract SLA, and matter-specific deadline. Sends graduated reminders (14/7/3/1 days) and escalates to the partner if no action. Backs up your paralegal, doesn't replace them.

Practice management softwareEmail & calendar

Client Status Update Agent

05

Drafts client updates from matter activity, weekly.

Compiles activity per active matter — calls, filings, communications — and drafts a plain-language client update in your voice. Attorney edits or sends as-is. Clients hear from you without you writing each email.

Practice management softwareEmail & calendar

Research Memo Drafting

06

Skeleton memo with citations, not a blank page.

Given a research question, pulls relevant past memos and opinions from your firm's library, drafts a structured memo skeleton with citations and key issues identified. Associate edits and adds judgment.

DMS

Trust Accounting Reconciliation

07

Reconciles client trust accounts daily and flags variances.

Compares trust account balances against your matter ledger daily. Flags any matter with a negative balance, unbilled receipts, or unallocated deposits — the kinds of issues that trigger bar audits if left.

Time & billing

Next step

Want one of these built for you?

A 30-minute discovery call maps your operations and identifies the agents that would pay back fastest. No pitch.