Conflict of interest check
Every new client and matter checked against the full conflicts database — instant, comprehensive, and documented.
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SPECIALIST AGENT Matter Manager Agent
Conflict check, attorney assignment, engagement letter, fee arrangement, billing, and matter closure — every step of the matter lifecycle managed without manual coordination.
Capabilities
Every new client and matter checked against the full conflicts database — instant, comprehensive, and documented.
Engagement letter drafting, fee arrangement management, and budget-vs-actual tracking across all matters.
Real-time matter status, milestone tracking, and cross-matter relationship analysis for firm leadership.
Workflow
New matter opened. Conflict check runs automatically against all existing clients and matters.
Attorney assigned by practice area and capacity. Engagement letter drafted and fee arrangement set.
Milestones, billing, and status tracked through to matter closure and file management.
Guardrails
Source-span requirements for legal and factual claims.
Citation validation before outputs are treated as decision-ready.
Approval gates for legal, financial, regulatory, and reputational action.