Legal

Agents that respect matter boundaries, privilege, and DMS permissions — not generic document bots.

CEO Managing partner — portfolio visibility

CRM

Problem: Partner meetings rely on stale exports from billing and matter systems.
Agent action: Agent aggregates open matters, WIP bands, and risk flags from CRM and finance — no access outside the user's practice permissions.
Outcome: Weekly partner pack generated in under 30 minutes with linked source IDs.

Contracts

Problem: Client workspaces accumulate duplicate templates and broken permission inheritance.
Agent action: Agent lists orphan folders, suggests permission fixes, and opens tickets — cannot delete client data without partner role.
Outcome: Permission remediation backlog reduced by 40% in the first quarter.

Integrations

Problem: Discovery exports need a defensible log of who accessed which collection.
Agent action: Agent compiles access events from DMS and mail archive APIs into a single review CSV for legal hold counsel.
Outcome: Export prep time cut from days to hours for standard matters.

1
Submit your company details

Tell us your domain, size band, and which executive roles you care about. We use public information only for the first pass.
2
We review public sources

Our team and governed agents summarise what is visible from your site, filings, and news — scoped to the industry page you came from.
3
You receive a tailored report

A CxO-oriented brief arrives by email within five business days. No instant auto-report — a human quality gate on every send.

Share your company domain and the roles you want the report tailored for. We will confirm by email.

Industry context for this request: Legal (legal)

Reports are tailored for organisations of 50+ employees. Smaller teams may receive a lighter overview.

We research your company and show which agents would reduce manual work in your operations.

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