Assigned objective
Deliver the complete case file, structured and ready for the lawyer’s review.
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Legal · Professional firms
How an AI agent cut case-file document prep from days to hours at a law firm
The problem
Senior lawyers spending afternoons gathering and formatting repetitive case-file documents; the knowledge of past filings scattered across folders and emails.
The limit of traditional software
Templates and macros that don’t understand the context of the case or locate the relevant internal precedent.
CLIENT
Law firm specialized in family law (anonymized)
AGENT TYPE
Document & case-file agent
INTEGRATED STACK
- Case-file manager (OneDrive)
- Outlook / Exchange
- Word
- Lexnet (via the procurador)
- Hearing calendar
- Billing
STAR METRIC
−70% document-preparation time
Agent architecture
Reasoning & planning
It breaks the assignment down — facts, documents to gather, filings to prepare — and locates analogous filings from the firm itself.
Tool use
Case-file manager, email and document repository, generating in Word with the firm’s formats; it tracks the hearing calendar, filing submissions and billing.
Human-in-the-loop
No filing leaves the firm without the lawyer’s signature: the agent prepares, the lawyer decides.
The agent flow
INPUTNew assignment
02Analysis & subtask plan
03Gathering across firm systems
04Drafts & ordered case file
OUTPUTLawyer review & signature
Results
Efficiency
Case files with the firm’s touch, ready in minutes.
Control
A leap in quality without losing control of the cases.
In the client’s words
“It was a leap in quality and a huge time saving, without losing control of the cases.”
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