Your clients, documents and decisions stay with the matter. Everyone works from the same context, with a clear record of what happened and who is responsible next.
Configurable legal agents
Give agents a name, role, model, instructions, skills, access boundaries, budget, and review expectations that persist across the workspace.
Grounded firm context
Retrieve the permitted matter, document, finance, contact, deadline, and knowledge context needed for the task instead of sending the whole firm record to every prompt.
Governed platform actions
Prepare drafts and proposed actions, show what will change, require confirmation where needed, and retain the outcome in the operation history.
Understand the instruction
Resolve the active firm, member, matter, files, currency, dates, and intended outcome from the conversation and page context.
Prepare the work
Use the selected model and agent skills to draft, summarize, classify, extract, or prepare a structured platform operation.
Review and execute
Present material assumptions and changes, obtain required approval, then execute only the authorized firm-scoped action.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.