Every repetitive task in your practice, automated. From contract review to billing audits.
15 skills for contract drafting, review, and management
Compares contract clauses against a firm-standard library.
Scans hundreds of leases for expiration or renewal dates.
Flags unfavorable "non-compete" or "indemnity" terms in standard NDAs.
Scans data rooms for contracts triggered by an acquisition.
Cross-references contract parties against Secretary of State records.
Identifies which contracts cover specific events (e.g., pandemics).
Verifies all signature pages and dates are present in a closing set.
Merges original contracts with multiple amendments into a single 'restated' view.
Identifies overlapping geographic or product exclusivity in retail leases.
Drafts notice letters based on specific contract breach clauses.
Generates customized DD checklists by deal type.
Monitors R&W survival periods and claim deadlines.
Tracks escrow milestones and calculates release amounts.
Identifies contracts requiring consent for assignment.
Catalogs governing law and venue provisions across a contract portfolio.
20 skills for case preparation, discovery, and trial support
Converts transcripts into issue-indexed digests.
Auto-generates a hyperlinked exhibit list with Bates references.
Computes FRCP and local rule response dates.
Extracts dates from documents to build case chronologies.
Searches firm-wide for similar motions and outcomes.
Drafts privilege log entries from tagged documents.
Summarizes expert testimony history from PACER data.
Creates interrogatories and RFPs based on claim type.
Suggests objections to discovery requests.
Finds analogous cases based on narrative similarity.
Creates demand letters from case details.
Compares proposed instructions against pattern sets.
Prepares subpoenas with proper witness/document details.
Creates executive summaries of case posture for partners.
Structures mediation statements from case facts.
Models economic damages with interest calculations.
Creates examination outlines from deposition testimony.
Sequences exhibits by witness and topic.
Identifies preserved issues for appeal.
Evaluates Rule 23 factors from case documents.
15 skills for client intake, conflict checks, and matter management
Screens new matters against firm conflicts database.
Extracts structured data from intake questionnaires.
Drafts custom engagement letters from intake info.
Predicts hours by phase using historical data.
Drafts status update messages for client portals.
Suggests task assignments based on matter type and attorney expertise.
Consolidates deadlines across matters into a single dashboard.
Monitors statute of limitations across active PI and contract matters.
Generates weekly status reports per matter.
Ensures all closing tasks are complete before archiving.
Logs incoming referrals and tracks conversion rates.
Scores potential matters by case type and revenue potential.
Generates and sends NPS-style surveys at matter close.
Identifies potentially related matters by party or subject.
Generates handoff memos when matters change attorneys.
20 skills for IP, immigration, bankruptcy, tax, and more
Visualizes claim dependencies for patent applications.
Searches USPTO and common law for potential conflicts.
Monitors USCIS case status and receipt notices.
Tracks Chapter 11 plan and claim deadlines.
Monitors EPA and state permit renewals.
Digests IRS rulings and Tax Court opinions.
Formats asset lists for probate filings.
Reviews plan documents for compliance issues.
Screens contracts for HIPAA and Stark violations.
Checks 10-K/10-Q for risk factor completeness.
Analyzes title commitments for common defects.
Calculates support obligations from declarations.
Estimates benefits by state and injury type.
Calculates guideline ranges from offense characteristics.
Checks Medicaid and VA benefit eligibility.
Computes lien amounts and filing deadlines by state.
Suggests HTS codes for import/export compliance.
Analyzes FDD items for red flags.
Reviews policies for Title IX and FERPA compliance.
Guides 501(c)(3) application preparation.
15 skills for legal research, precedent analysis, and knowledge sharing
Finds relevant precedents from natural language queries.
Monitors legislative changes to specified statutes.
Finds reusable arguments from firm brief repository.
Notifies of Federal Register changes affecting clients.
Identifies controlling authority by jurisdiction and issue.
Checks citations for proper format and validity.
Finds court-specific rules by district and topic.
Compiles judicial preferences and ruling patterns.
Curates daily legal news by practice area.
Monitors attorney CLE credits and deadlines by state.
Organizes firm know-how into searchable wiki.
Locates precedent documents from firm DMS.
Structures research findings into memo format.
Digests treatise sections into practical guidance.
Compares legal rules across multiple jurisdictions.
15 skills for office management, document handling, and operations
Batch converts files between formats.
Converts scanned documents to searchable text.
Categorizes and files emails by matter.
Finds meeting times across multiple calendars.
Arranges deposition and hearing travel.
Creates expense reports from receipts.
Tracks and reorders office supplies.
Tracks vendor contracts and renewals.
Flags files for destruction per retention policy.
Manages office seating and conference room allocation.
Logs and routes incoming mail.
Schedules document deliveries.
Maintains inventory of firm equipment.
Tracks malpractice and other insurance renewals.
Manages maintenance and repair requests.
15 skills for time entry, invoicing, and financial management
Checks entries against billing guidelines.
Rewrites time entries into client-friendly language.
Formats invoices for e-billing submission.
Compares actuals against matter budgets.
Identifies entries likely to be reduced.
Ranks AR by collection probability.
Analyzes billable hours by attorney.
Computes matter profitability with blended rates.
Projects revenue impact of rate changes.
Evaluates flat fee vs. hourly outcomes.
Matches trust transactions to client ledgers.
Extracts rules from client billing guidelines.
Suggests corrections for rejected invoices.
Projects unbilled WIP for month-end.
Documents all invoice changes for compliance.
15 skills for marketing, proposals, and business development
Generates proposal responses from firm data.
Creates website bios from resume data.
Catalogs representative matters for pitches.
Assembles presentation slides for business pitches.
Writes legal updates on regulatory changes.
Creates LinkedIn posts from firm news.
Tracks Chambers, Legal 500 submissions.
Coordinates CLE seminars and client events.
Suggests additional services for existing clients.
Tracks competitor firm announcements.
Gathers industry data for client targeting.
Maintains former attorney contact database.
Identifies conference speaking opportunities.
Drafts submissions for legal awards.
Visualizes client relationships across the firm.
15 skills for client communication and relationship management
Generates professional correspondence.
Creates periodic matter status emails.
Prepares agendas from matter notes.
Transcribes and formats meeting notes.
Creates FAQ documents from client questions.
Writes matter closing correspondence.
Explains estimates in plain language.
Drafts difficult communications diplomatically.
Synthesizes feedback themes from surveys.
Tracks key client dates for outreach.
Creates new client onboarding materials.
Converts legalese to readable language.
Translates client communications.
Maps stakeholders at client organizations.
Explains legal risks in business terms.
15 skills for ethics, compliance, and regulatory matters
Screens actions against professional conduct rules.
Reviews marketing for bar rule compliance.
Checks engagement letters for ethical issues.
Verifies IOLTA compliance.
Flags potential confidentiality issues in documents.
Monitors bar registration and reporting deadlines.
Screens clients against sanctions lists.
Logs pro bono hours for reporting.
Compiles diversity data for client reports.
Flags potential unauthorized practice issues.
Maintains ethical walls between matter teams.
Checks document access permissions.
Checks new matters against former client list.
Documents partner oversight activities.
Tracks ethics inquiries and resolutions.
15 skills for IT security, data management, and technology operations
Assesses firm security posture.
Analyzes suspicious emails.
Monitors password compliance.
Manages software subscriptions.
Guides breach notification steps.
Evaluates third-party security practices.
Tracks firm device inventory and policies.
Confirms backup completion and integrity.
Reviews user permissions periodically.
Categorizes and prioritizes support requests.
Tracks server and network performance.
Schedules and tracks software updates.
Validates DR procedures and documentation.
Tracks third-party integration health.
Generates tech training materials.
15 skills for recruiting, onboarding, and HR management
Ranks candidates against job requirements.
Coordinates candidate interviews.
Manages new hire setup tasks.
Aggregates feedback for annual reviews.
Monitors skill progression milestones.
Pairs associates with appropriate mentors.
Tracks assignment distribution equity.
Compares salaries against market data.
Manages vacation and leave requests.
Sends timesheet submission reminders.
Identifies departure patterns and themes.
Answers employee benefits questions.
Flags outdated policies for review.
Projects hiring needs by practice group.
Manages lateral partner onboarding.
10 skills for court filings, government records, and regulatory interactions
Checks documents against court e-filing requirements.
Tracks case activity across PACER/state systems.
Computes court filing fees by jurisdiction.
Monitors service status and deadlines.
Auto-populates court forms from matter data.
Drafts FOIA and public records requests.
Prepares comments on proposed regulations.
Monitors government permit application status.
Maintains court closure dates by jurisdiction.
Completes admission applications for out-of-state counsel.
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