Legal · The agent record
Where Legal Agents Record Their Work.
An agent that cannot record what it did is a chatbot. Every AgentWorks agent writes its results to a CRM shaped for legal: clients, matters, cases / matters, filings. The agent does the work; the record shows it, and your team picks up from there.
What your legal agents keep up to date
- Your intake agent turns the first call, email or form into intakes and a client record, with the reason they reached out.
- It fills in what legal work depends on: Client Since, Conflict Check, Case Number, Case Type, Opposing Counsel, Statute of Limitations and more.
- Your follow-up agent moves each matter from Intake to Conflict Check and on through Closed, and writes down why each move happened.
- It keeps cases / matters current (active legal matters and their lifecycle), so nothing depends on memory.
- It keeps filings current (court filings and legal documents), so nothing depends on memory.
- Every call, message and change lands on the client's timeline, so the person who picks it up next has the whole story.
It starts with communications
Most legal work begins with a call, a text or an email that arrives while your people are busy with the client in front of them. The agent answers it, asks what your team would ask, and writes the answer to the client's record. Then it does the data work behind it: it updates the matter, files what was sent, and sets the next step in the systems you already use.
Your people keep their time for the conversations that decide whether a client stays: service, judgment and follow-through. The agent handles the details, and the record shows every one of them.
Which legal work should an agent take first?
The Industry Assessment reads your website and shows the first workflow worth handing to an agent. Free, by email, usually within the hour.
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