Matter Intelligence Agent
Pulls live status, deadlines and billing summaries straight out of the firm's own matters
Firm Governance
Pulls live status, deadlines and billing summaries straight out of the firm's own matters.
No credit card required
Project Halcyon: SPA warranties and disclosure
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
- Client
- Halcyon Bidco Ltd
- Reference
- WC-2026-0412
- Practice area
- Corporate / M&A
- Jurisdiction
- England and Wales
- Responsible partner
- E. Vance
Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
- 25 Aug
Disclosure exceptions matrix
Chat
- 21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
- 18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
- 16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
- 4 Aug
Matter opened
Opened
You hand it
- Summarise deadlines and milestones across a practice group's open matters
- Produce a billing summary by matter for a partner review
- Assemble the weekly partner digest of matter activity
You get back
A memo or digest summarising matter status, deadlines and billing across a set of matters.
- Summary
- Deadlines
- Billing summary
- Open questions
You can rely on it because
It runs inside the matter, reads only what is on the file, and records every step under How this was made.
From the task to the memo.
The Matter Intelligence Agent pulls live matter status and timelines out of the matters themselves, deadlines, milestones and a billing summary, so a practice-group head can see what the firm is doing without waiting on a spreadsheet someone updates on Fridays.
- 1
Pick the practice group or matter set
Pick the practice group, partner or set of matters to summarise.
- 2
Plan and screen
Planning Protocol maps what to pull, and PII Redaction screens any personal data in the underlying matter records.
- 3
Pull live status
Pulls live status, deadlines, milestones and a billing summary directly out of the matters themselves, not a spreadsheet someone updates on Fridays.
- 4
Assemble the digest
Assembles a memo or digest summarising matter status, deadlines and billing across the set.
- 5
Receive the summary
Receive the summary, ready to feed into the weekly partner digest.
A document with its working attached.
Senior Associate Employment Contract: English Law Review
Summary
- 1.
Clause 9(c), non-competeHigh
The 12-month prohibition on working for any law firm anywhere in the UK, Ireland or EU, in any capacity, is almost certainly wider than reasonably necessary and therefore unlikely to be enforceable.
Tillman v Egon Zehnder Ltd [2019] UKSC 32 - 2.
Clause 11, data and monitoringHigh
Blanket contractual consent is not an adequate basis for general employment processing, special-category data or unrestricted monitoring.
UK GDPR, Arts 6 and 9 - 3.
Clause 4, holiday carry-overHigh
The unconditional five-day cap conflicts with mandatory carry-over rights where sickness, statutory leave or employer failure prevents leave being taken.
Working Time Regulations 1998, regs 13 to 13A
Three tasks to start with.
The prompts the agent suggests inside the workspace. Paste your own document under any of them.
Summarise a practice group's deadlines
Summarise the deadlines and milestones across this practice group's open matters, ranked by how soon they fall due:
Produce a billing summary
Produce a billing summary by matter for this partner's review, flagging anything that has gone quiet for more than two weeks:
Assemble the weekly partner digest
Assemble this week's partner digest: matter activity, deadlines due and billing status across the group:
Who it is for, and what it will not do yet.
Best for
- Practice-group heads who want matter status without waiting on a spreadsheet.
- Partners reviewing billing across a set of matters in one pass.
- Firms assembling a weekly digest of matter activity automatically.
Not yet
- It is a live read of the firm's own matters, not a case-management system: it does not yet write status changes back into the matter.
Under the hoodProtocols, gates, skills and sources, for the reader who wants them.
Protocols
- 01Planning ProtocolMaps out the plan before any work starts: which sources answer which part of the task, in what order.
- 02PII RedactionScreens the task for personal and client data and redacts it before dispatch, with an allow-list so the firm's own name is not stripped from its own memo.
Skills
- Legal Document Formatting
Connectors in the catalogue
Catalogue tiles, not live integrations today. Documents are uploaded to the matter.
- Microsoft 365
Sources it may cite
See it do real work.
- 01The weekly partner digestMost firms' regulatory awareness runs on one partner who reads more than everyone else and forwards what looks important. The digest replaces the forwarded email with a scheduled summary, scoped to the firm's own watches and linked to the matters it touches.
- 02Turn a completion checklist into owned action itemsTwo weeks out from completion on the sale of Redgate Aggregates, the checklist is a spreadsheet nobody trusts. The run reads it against the conditions precedent in the agreement and returns the same list with owners, evidence and outstanding gaps attached.
- 03Build an estate administration schedule with its deadlinesAn estate with a farm, two rental properties and shares in a family company has three executors who live in different countries. The run turns the paperwork into a dated schedule so everyone can see what is due and when.
- 04Build a contract playbook from past negotiated filesAn in-house team of four negotiates the same six clauses every week and has no written position on any of them. The grid reads forty signed contracts to find out what the team actually agreed, and the playbook is written from that rather than from opinion.
- 05Triage inbound legal requests for an in-house teamA five-person legal team receives about thirty requests a week through email, chat and corridor conversations. Intake turns each one into a matter with the facts captured up front, so the first response is work rather than a request for information.
- 06Capture knowledge from closed matters into one registerA firm closes about two hundred matters a year and keeps everything in matter folders nobody searches. The run reads a sample of closed matters and pulls out the clauses, positions and research answers worth keeping.