Role guide
AI agents for lawyers and small law firms
Lawyers can use agents for intake and admin. They should not use them for unsupervised legal advice.
What to hand to an agent first
Intake
Collect matter type, parties and key dates from new inquiries, then run a conflict-check reminder for you.
Deadline reminders
Track dates you enter and remind you ahead of time.
Document summaries
Summarize long documents for your review (in a tool your confidentiality obligations allow).
Invoice follow-up
Polite reminders for outstanding invoices.
Ready-made use cases
- 01Inbox triage with drafted replies
The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve. - 02Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 03Invoice chaser that gets you paid
The agent tracks unpaid invoices and sends polite, escalating reminders. - 04Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. - 05Weekly CEO review & plan
Every Friday the agent compiles wins, numbers, stuck items and proposes next week's priorities.
Example: Grok Bot setup
Grok Bot routine: Inbox triage with drafted replies Schedule: Twice daily 9:00 and 15:00 Twice a day, go through new emails. Label each as Reply, FYI or Ignore. For Reply, write a draft in my voice (short, friendly, direct) and save it as a draft, never send. Send me a list of drafts to approve and any FYIs worth knowing. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Confidentiality and professional-conduct rules come first. Check what your bar or regulator says about AI tools.
- Verify every citation and summary; never send AI output to a client unreviewed.