Use case
Legal admin & boutique firms
Matter intake, document summarisation, and client correspondence consume billable hours.
Where we'd start
Recommended first agent
Matter Intake + Document Summary. The narrowest workflow that consistently moves a metric you'll feel within four weeks.
Workflow
How the agent runs.
Each step is logged and reviewable. Outbound actions wait for human approval.
Intake
New matter submitted via form or email.
Extract
Parties, dates, jurisdiction, requested action.
Summarise
Supporting documents summarised with source citations.
Approve
Lawyer reviews summary and matter brief before opening.
File
Approved record created in matter management system.
Approval queue
What approval looks like.
Every outbound action surfaces here first. Approve, edit, or reject in one tap.
Approval queue · pending
Awaiting approvalDraft
Draft matter brief · Henderson v. Coastal Holdings · 32-page bundle summarised
Matter brief: Henderson v. Coastal Holdings. 32-page bundle summarised with paragraph-level citations.
Key issues: alleged breach of supply agreement (cl. 12.3), quantum disputed at $184,200, jurisdiction WA Supreme Court.
Drafted chronology, parties register, and proposed next steps for your review before the matter is opened.
Generated 2 min ago · Matter Intake + Document Summary Agent · Bedrock claude-sonnet (syd)
Outcomes
What clients feel within weeks.
Indicative ranges based on engagements to date. Your numbers depend on baseline.
Intake time
↓ 50%+
Document review
Drafted summaries with citations
Lawyer focus
On judgement work
See if this fits your business.
A 15-minute audit will tell you whether Legal admin & boutique firms workflows are a fit for AAO.