Matter intake & conflict check
All practice areas
TriggerNew client form, referral, or scheduling-app booking
Steps- Extract structured fields from the intake submission
- Run a conflict check across existing matters and parties
- Classify by practice area and assign to the right attorney
- Draft an acknowledgment with engagement terms
ReviewAttorney approves before any acknowledgment goes out; conflicts always pause for partner sign-off.
OutputMatter created in your practice management system; conflicts cleared; engagement letter drafted.
Motion drafting
Litigation
Trigger"Draft motion" action from your matter management tool
Steps- Pull case context, claims, and supporting facts via local RAG
- Retrieve relevant precedent and citations
- Draft sections per your firm's motion template
- Generate a citations table and source map
ReviewAlways pauses for attorney review and revision before filing.
OutputDraft motion in your tool of choice; audit log shows which case documents grounded each section.
Client communications
All practice areas
TriggerClient question; status milestone; calendar event
Steps- Pull the matter context and prior correspondence
- Match against your firm's response patterns
- Draft the response in the firm's voice with required disclosures
- Cite the matter records that grounded the response
ReviewAttorney approves every customer-facing message; no auto-send.
OutputApproved message delivered through your channel; archive copy attached to the matter.
Probate / estate intake
Estates
TriggerNew probate matter opened; estate documents uploaded
Steps- Extract estate facts (parties, assets, dates) from supplied documents
- Identify required filings for the relevant jurisdiction
- Draft initial pleadings against your firm's templates
- Build a checklist of next-step deadlines
ReviewAttorney approves all draft filings; deadlines auto-populate the calendar after approval.
OutputInitial filings drafted; deadlines on the calendar; intake summary on the matter file.