01
Docket Search Agent
Monitors and searches court sources, matches activity to the correct matter, and surfaces relevant updates with source traceability.
Matter-aware search
Source links and confidence cues
Exceptions routed for review
INSIDE THE AGENTS · LIVE WEBINAR
Docket Search + Payment Reminder
See how two purpose-built legal agents surface court activity and move receivables forward—while staying inside firm policy and keeping people in control.
Reserve your place →AGENT 01Docket Search
Finds matter updates with traceable sources.
HUMAN
CHECKPOINT
CHECKPOINT
AGENT 02Payment Reminder
Drafts policy-aligned client follow-up.
ONE CONNECTED WORKFLOW
From court activity to responsible follow-up
Legal work rarely lives in one system. This session shows how specialized agents can coordinate across matter and billing workflows without becoming a black box. Every important step is sourced, policy-bound, and reviewable.
WHAT YOU’LL SEE
Two agents. Clear boundaries.
02
Payment Reminder Agent
Uses verified billing data and firm-approved rules to prepare timely, professional reminders without changing balances or making promises.
Approved cadence and tone
Invoice context included
Sensitive cases pause for approval
03
Human oversight
The agents organize and prepare the work. Your team owns judgment, escalation, and every consequential decision.
Review before high-risk action
Visible audit trail
Role-based controls
LIVE DEMONSTRATION
A practical end-to-end scenario
Watch a court update move through matter context, billing awareness, and a policy-approved client communication—with a human checkpoint exactly where it matters.
1 · Docket activity detected
2 · Matter context verified
3 · Open invoice identified
4 · Reminder drafted
5 · Human review
40-MINUTE SESSION
What we’ll cover
00–05 · Why these workflows matter
Where delay, context switching, and risk enter today.
05–25 · Live agent walkthrough
Docket discovery, matter context, billing rules, and human approval.
25–35 · Controls and implementation
Permissions, traceability, escalation, and pilot design.
35–40 · Questions
Bring a workflow from your firm.
SEE THE AGENTS IN ACTION
Build faster legal operations without surrendering control.
Reserve a place or ask about a scoped pilot for your firm.
Register your interest →