Premium and Business plans · v1.0.0
Matter Intelligence
Pulls live status, deadlines and billing summaries straight out of the firm's own matters
- Protocols
- 2
- Skills
- 1
- Workflows
- 1
- Try-me prompts
- 3
The matters list: nine matters with client, reference, practice area, responsible partner and status.
What it does
Pulls live status, deadlines and billing summaries straight out of the firm's own matters.
Typical tasks
- 01Summarise deadlines and milestones across a practice group's open matters
- 02Produce a billing summary by matter for a partner review
- 03Assemble the weekly partner digest of matter activity
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.
How it works
From task to memo, in 5 steps.
Every step is recorded under How this was made on the finished run, with a pass, a needs a look, or a failure against each check. Nothing here is a description of intent. It is what the software does.
01
Pick the practice group or matter set
Pick the practice group, partner or set of matters to summarise.
02
Plan and screen
Planning Protocol maps what to pull, and PII Redaction screens any personal data in the underlying matter records.
03
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.
04
Assemble the digest
Assembles a memo or digest summarising matter status, deadlines and billing across the set.
05
Receive the summary
Receive the summary, ready to feed into the weekly partner digest.
Governed by
2 protocols.
Protocols run before and during the work: they plan, confirm the jurisdiction, screen personal data, check privilege. Gates run after, on the output, and they are code rather than a model's opinion. A failed gate is shown, never hidden.
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
What comes back
A document with its working attached.
- 01Summary
- 02Deadlines
- 03Billing summary
- 04Open questions
Sources it may cite
Connectors in the catalogue
Catalogue tiles, not live integrations today. Documents are uploaded to the matter.
- Microsoft 365
Try it
Three tasks to start with.
These are the prompts the agent suggests inside the product. 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:
What it does not do 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.
Workflows