The Invoice Generation Agent builds pre-bills, chases attorney review, applies billing guidelines and delivers each invoice by email, portal or LEDES.
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The Brief Agent assembles factual background and procedural history, formats to court rules and builds the authorities table, so associates argue.
The Case Status Reporting Agent pulls dockets, billing and notes into attorney dashboards and client status reports, and sends them on schedule every time.
The Document Filing Agent names, files and versions every matter document and surfaces the latest draft on request, so paralegals stop hunting for files.
The Collections Agent sends payment reminders, offers the firm's approved plan terms and logs each reply in Clio, so the billing partner keeps practicing.
The Time Entry Agent drafts time entries with narratives clients accept and sends end-of-day reminders, so attorneys spend the day on the matters.
The Time Entry Agent drafts time entries and narratives from calendars, email and documents, and reminds attorneys each evening so billed work is not lost.
The E-Discovery Agent chases custodians, culls collections, flags privilege and assembles Bates-numbered productions so paralegals stay on the case.
The Case Status Reporting Agent pulls docket, billing and matter data into client status reports and attorney dashboards so paralegals stay with clients.
The Deadline Agent calculates every deadline, keeps one firm calendar and chases every reminder so your docketing team stays on clients.
The Client Communication Agent triages client messages, books callbacks into attorney windows, sends status updates and logs each touch for billing.
The Practice Management Reporting Agent pulls from Clio, billing and accounting to build live firm dashboards, freeing your firm administrator.