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Feature · Case Agents

One agent per case. It knows the matter and nothing else.

Each case has its own AI assistant. It works from the documents you give it, keeps its findings in a review queue and hands decisions back to you.

Finding states · illustrativeDemo
  • Clause 7.2 requires 14 days’ written noticeProposed

    ↳ Supply agreement v2.pdf · p.6

  • Delivery date agreed as 18 SepConfirmed

    ↳ Email thread · 02 Sep · confirmed by reviewer

  • Letter refers to immediate terminationNeeds source check

    ↳ Letter before claim.pdf · p.1

// A proposed finding never becomes part of a draft or report until a person confirms it.

SEC 01CAPABILITIES

What a Case Agent can do

  • AGT-01Core

    Dedicated agent per case

    Each case has its own assistant with access to that case only. No cross-case memory.

  • AGT-02Core

    User-requested private document analysis

    Your documents are analysed only when you ask, inside the case, with the action logged.

  • AGT-03Core

    Human-reviewed recommendations

    Findings, drafts and proposed tasks are recommendations until a person approves them.

  • AGT-04Core

    Proposed versus confirmed findings

    Findings carry a state: proposed by the agent, or confirmed by a reviewer. The timeline shows which.

  • AGT-05Planned

    Scheduled checks on a case

    The agent reviews new material in a case on a schedule and reports what changed. Disabled by policy until validated.

  • AGT-06Planned

    Autonomous approved-source legal research

    Agents monitor authorised public legal sources and add verified, cited material to a knowledge library.

Core
part of the workspace design shipping first
Early access
available to early-access workspaces, with limits
In development
being integrated and tested; not yet usable
Planned
designed; released only after validation
SEC 02OPERATING MODES

Three modes, one rule: people decide

The distinction that matters: autonomous research only ever touches approved public sources. Your private documents are processed only when you ask.

  1. On requestCore

    Analysis of your private case documents

    Your documents are analysed only when you ask, inside the case they belong to, with the action logged in the timeline.

  2. ScheduledPlanned

    Checks on a case you own

    Planned: the agent reviews new material in a case on a schedule and reports what changed. Scheduled runs are disabled by policy until validated; today agents run only on an explicit request.

  3. AutonomousPlanned

    Research of approved public sources

    Planned: research agents read authorised public legal sources on a schedule and add verified, cited material to a knowledge library.

  4. NeverBy design

    Sending correspondence or deciding for you

    Agents do not send letters or emails, file anything, or make professional judgements. They prepare; people decide.

SEC 03PROVENANCE

Every agent action is attributed

Who or what did it, on which document, at what time, with which sources. Agent actions appear in the case timeline next to human ones and are included in exports.

Ready to look at your matter more clearly?

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