Document Agent

Document Agent

Draft smarter. Review faster. Stay in control.

The Document Agent is your tireless assistant — drafting court-ready documents, client letters, and internal memos using your templates and live client data.
It’s not just a forms filler. It’s an intelligent system built to draft, organize, and summarize every document — keeping you fast, accurate, and fully in charge.

AI-powered Document Summaries give you the key points of every file at a glance — no more digging through pages.

🧠 What It Does:

• Connects to Your Client Intake
  Pulls live client data straight from the Voice Agent or manual entries — no double work.

• Works With Your Templates
  Customizes your firm’s Word or PDF templates — from petitions and waivers to inventories and billing summaries.

• Auto-Fills With Precision
  Instantly merges client and case data, cutting down errors and repetitive admin.

• Organizes by Case
  Stores every document by client or matter ID — clean, simple, ready to go.

• Summarizes New Documents
  AI instantly highlights what’s important — giving you a fast overview without reading line by line – – especially valuable for documents that are drafted by others.. 

✅ Benefits:

• Keep your documents consistent, compliant, and professional

• Free your team for higher-value tasks

• Slash document turnaround time

• Cut the clutter and centralize case records

• Get instant insight with AI-powered document summaries