Your AI Legal Assistant Handles the Paperwork

Client intake, document drafting, deadline tracking, and case file prep. Describe the task in one sentence, the agent does it across your apps.

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LEGAL ASSISTANT AGENT

Process a new client intake and run the conflict check

Draft an engagement letter from the intake details

Fill a document template with the matter's details

Calendar every deadline from a court scheduling order

File incoming correspondence into the right matter folder

Compile billable time entries for a matter into a draft invoice

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Any Legal Task. One Message. Done.

Intake to process, a letter to draft, a deadline to calendar. Tell the AI Legal Assistant what you need and it works across your case management tool, Gmail, Google Drive, and 1,500+ apps.

Get Work Done With Simple Chat Messages

Take this new client inquiry: [paste details]. Pull the names of all parties and opposing parties. Search the existing client list and matter records in Google Sheets and your case management tool for any conflict of interest with these names. Create a new intake record with the client details, matter type, and conflict check result. Log it in the 'Intake' tab in Google Sheets and post a summary with the conflict result to the firm channel in Slack so the attorney can clear it before you proceed.||

Intake processed. Conflict check complete, no conflicts found.

New Client Intake — Jun 10

Field	Detail
Client	Marcus Reyes
Matter Type	Commercial lease dispute
Opposing Party	Halden Properties LLC
Referred By	Existing client (J. Tran)
Conflict Check	🟢 Clear, no prior matters

Conflict scan: Searched 1,240 client and matter records for "Marcus Reyes" and "Halden Properties LLC." No prior representation, no adverse party match, no related entity flagged.

Summary: Intake record created and logged. No conflicts found, so the matter is clear to open pending attorney sign-off. Recommended next step: send the engagement letter and open the matter file. Flagged in the firm channel for the supervising attorney to approve.

👇 Here's what your team could do with a single message.

1.Process a new client intake and run the conflict check

2.Draft an engagement letter from the intake details

Take the intake record for [client name] from Google Sheets. Pull the firm's engagement letter template from Google Drive and fill it with the client name, matter type, scope of work, fee arrangement, and responsible attorney. Flag any field where the intake record is missing information so you can confirm it before sending. Save the filled draft to the client's folder in Google Drive and email it to the supervising attorney via Gmail for review before it goes to the client.

3.Open a new matter file and set up its folder structure

For the new matter [client name and matter type], create a matter record in your case management tool with the client, matter number, type, and responsible attorney. Build the standard folder structure in Google Drive (correspondence, pleadings, discovery, billing, client documents). Copy the relevant intake documents into the right folders. Add the matter to the active matters list in Google Sheets and post a note to the firm channel in Slack that the file is ready.

1.Fill a document template with the matter's details

Take this template: [name the template] from Google Drive and the matter [client name]. Pull the client name, matter number, party details, and relevant dates from the matter record in your case management tool. Fill every field in the template and flag any blank you couldn't fill from the record. Save the completed draft to the matter's folder in Google Drive and email it to the responsible attorney via Gmail for review.

2.Draft a routine client correspondence letter

Draft a letter to [client name] about [topic]. Pull the matter details and the client's address from the case management tool. Match the firm's standard letter format from the template in Google Drive, keep the tone professional, and reference the correct matter number. Save the draft to the matter's correspondence folder in Google Drive and email it to the attorney for review before it goes out.

3.Compare two versions of a document and list every change

Take the two document versions in this Google Drive folder: [paste link]. Compare them line by line and produce a clean list of every change: added clauses, deleted text, and edited terms. Group the changes by section and flag any that look substantive rather than cosmetic. Save the change summary to a Google Doc in the matter folder and post a note to the firm channel in Slack so the attorney knows it's ready to review.

1.Calendar every deadline from a court scheduling order

Take this scheduling order document in Google Drive: [paste link]. Pull out every deadline with its date and what it relates to (discovery cutoff, motion deadline, hearing, trial date). Create a calendar event in Google Calendar for each one tied to the matter, with a reminder set a week ahead. Add every deadline to the 'Deadlines' tab in Google Sheets with the matter number and post the list to the firm channel in Slack for the attorney to confirm.

2.Show me every deadline coming due in the next two weeks

Pull all deadlines from the 'Deadlines' tab in Google Sheets and Google Calendar that fall in the next 14 days. For each, note the matter, the responsible attorney, what's due, and whether the prep work has started based on the matter file. Group them by attorney and flag anything with no visible progress. Save the list to a Google Doc and post the urgent ones to the firm channel in Slack.

3.Check a matter for any approaching statute of limitations

For the matter [client name], pull the key dates from the case management tool: incident date, filing dates, and any limitation period noted. Calculate the statute of limitations deadline based on the matter type and jurisdiction recorded in the file. If it falls within the next 90 days, flag it clearly. Add the calculated deadline to Google Calendar and the 'Deadlines' tab in Google Sheets, and post an alert to the firm channel in Slack for attorney review.

1.File incoming correspondence into the right matter folder

Check the firm inbox in Gmail for emails received today tied to an active matter. For each, match it to the matter by client name or matter number, save the email and any attachments to that matter's correspondence folder in Google Drive, and log it in the matter's activity record in your case management tool. Post a summary of what was filed and anything you couldn't match to the firm channel in Slack.

2.Build an exhibit index for a matter's documents

Take all documents in the matter's evidence folder in Google Drive for [client name]. Order them by date, assign each an exhibit number, and pull a short description of what each one is. Build an exhibit index in a Google Doc with the number, date, description, and document type for each. Save it to the matter folder and post a note to the firm channel in Slack that the index is ready for attorney review.

3.Audit a matter file for missing or misfiled documents

For the matter [client name], check the Google Drive folder against the standard file checklist in Google Sheets: signed engagement letter, conflict check, correspondence log, pleadings, and billing records. Flag anything missing or filed in the wrong folder. Log the gaps in the 'File Audit' tab in Google Sheets with a recommended fix and post the list to the firm channel in Slack so the file gets completed before the next review.

1.Compile billable time entries for a matter into a draft invoice

Pull all logged time entries for the matter [client name] from the case management tool or the time log in Google Sheets for the current billing period. Group them by date and task, total the hours and fees, and flag any entry missing a description. Fill the firm's invoice template in Google Drive with the line items and total. Save the draft invoice to the matter's billing folder in Google Drive and email it to the attorney via Gmail for review before it goes to the client.

2.Draft a status update email to a client on their matter

For the matter [client name], pull the recent activity from the case management tool: filings made, upcoming dates, and any recent correspondence. Draft a plain-language status update email that tells the client where things stand, what happens next, and any action needed from them. Skip the legal jargon. Save the draft to Gmail addressed to the client and post it to the firm channel in Slack for the attorney to approve before sending.

3.Chase unsigned documents a client still owes you

Check across active matters in your case management tool and Google Drive for documents sent to clients for signature that haven't come back. For each, note the client, the document, the matter, and how long it's been outstanding. Draft a polite reminder email for each client and save it to Gmail. Log the outstanding signatures in Google Sheets and post the list to the firm channel in Slack.

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Set It Once. The Legal Admin Runs Itself.

Deadline alerts, daily file filing, intake processing, billing prep. Running on schedule and on trigger whether you're at your desk or in court.

Automate recurring processes in 30 seconds.

Alert the team to every deadline coming due this week

When this happens...

App

Clock

When

Every Monday at 07:30 AM

Then do this...

👇 No workflow builder. Set it up in plain English.

Alert the team to every deadline coming due this week

Every Monday at 07:30 AM

Pull all deadlines from the 'Deadlines' tab in Google Sheets and Google Calendar that fall in the next 7 days. For each, note the matter, the responsible attorney, and what's due. Group them by attorney and flag anything within 48 hours. Post the week's deadline list to the firm channel in Slack so nothing critical sneaks up.

Process every new intake form the moment it comes in

When a new intake form is submitted

When a new client intake form is submitted, pull the party names and run a conflict check against the client and matter records in Google Sheets and your case management tool. Create an intake record with the details and the conflict result, log it in the 'Intake' tab in Google Sheets, and post a summary to the firm channel in Slack so the attorney can clear it.

File incoming case emails into the right matter folder daily

Every weekday at 05:00 PM

Check the firm inbox in Gmail for emails tied to an active matter received today. Match each to its matter by client name or matter number, save the email and attachments to that matter's correspondence folder in Google Drive, and log it in the case management tool. Post a summary of what was filed and anything unmatched to the firm channel in Slack.

Flag any matter nearing a statute of limitations every morning

Every weekday at 08:00 AM

Review the key dates for every active matter in the case management tool. Calculate the statute of limitations deadline for each based on matter type and jurisdiction. If any falls within the next 90 days, flag it. Update the 'Deadlines' tab in Google Sheets and post an alert to the firm channel in Slack with the matter and the deadline for attorney review.

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Legal Playbooks Anyone at the Firm Can Run

Client intake, matter opening, deadline calendaring, file audits. Same process, same rigor, every single time.

Complete repetitive processes in clicks

Run a full client intake with conflict check

1. Client & Parties

Client & Parties

Fill fields below 👇

Client Name *

Matter Type *

Opposing Party Names *

2. Run Conflict Check and Build Intake Record

Agent

Search the existing client and matter records in Google Sheets and the case management tool for any match with Client Name and Opposing Party Names. Flag any prior representation, adverse party match, or related entity. Build an intake record with the Client Name, Matter Type, the parties, and a clear conflict result of clear or flagged with the reason. Recommend whether the matter is safe to open pending attorney sign-off.

3. Log Intake in Google Sheets

Add Rows to SheetinGoogle Sheets

4. Post Conflict Result to Slack

Send MessageinSlack

👇 See use cases.

1.Run a full client intake with conflict check

How this Playbook works?

Enter the new client's name, the matter type, and all party and opposing party names. The AI agent runs a conflict check by searching the existing client and matter records in Google Sheets and your case management tool for any match with those names, then assembles an intake record with the client details, matter type, and the conflict result. The intake gets logged in an 'Intake' tab in Google Sheets, a new client record gets created in the case management tool, and a summary with the conflict result gets posted to the firm channel in Slack for the attorney to clear before the matter opens.

2.Open a new matter and build its complete file

How this Playbook works?

Enter the client name, matter type, and responsible attorney. The AI agent creates a matter record in your case management tool with a matter number, builds the standard folder structure in Google Drive, and copies the intake documents into the right folders. It fills the engagement letter template from Google Drive with the matter details and flags any missing field. The completed file gets registered in the active matters list in Google Sheets, the engagement letter draft gets saved to the client folder, and a note that the file is ready goes to the firm channel in Slack.

3.Calendar every deadline from a court scheduling order

How this Playbook works?

Enter the matter and the scheduling order document in Google Drive. The AI agent reads the order, pulls out every deadline with its date and purpose, and calculates any dependent dates based on the matter's jurisdiction rules. It creates a Google Calendar event for each deadline tied to the matter with a reminder ahead of time. Every deadline gets added to the 'Deadlines' tab in Google Sheets with the matter number, and the full list gets posted to the firm channel in Slack for the attorney to confirm.

4.Assemble a document from a template and matter data

How this Playbook works?

Enter the template name and the matter. The AI agent pulls the client name, matter number, party details, and relevant dates from the case management tool, fills every field in the chosen template from Google Drive, and flags any blank it couldn't complete from the record. The finished draft gets saved to the matter's folder in Google Drive and emailed to the responsible attorney via Gmail for review, with a note in the firm channel in Slack that it's ready.

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Less Paperwork. More Time on the Cases That Matter.

Describe your legal task in one sentence. The agent does it across your apps.

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