REPORTING · LEGAL

Reporting Agents for Legal: assemble and send reports automatically.

Reporting Agents set up for legal, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

SEE IT WORK

LiveReportingLegal · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentPull from your sources
  3. In your toolsAssemble on schedule
  4. DoneExplain the changes

THE PROBLEM IN LEGAL

Teams in legal lose hours and revenue to work that reporting agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.

WHAT IT DOES FOR LEGAL

  • Pull from your sources
  • Assemble on schedule
  • Explain the changes
  • Distribute to stakeholders
  • Flag what matters
  • Keep a history

WORKS WITH YOUR STACK

  • Clio
  • Twilio
  • Google Calendar
Intake answered in seconds, 24/7, and twice as many qualified consults booked
typical result in legal
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

How fast can it go live?

The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.

Does it fit our tools?

Yes. It connects to tools like Clio and Twilio, and to anything else through a secure API.

Is our data handled properly?

Data is encrypted and every action the agent takes is logged. Compliance status: confidential.

RELATED

What teams in legal say

★★★★★
“We were about to hire someone to pull from our sources. The reporting agent does it for a fraction of the salary. Two months in, our analysts got back 12 hours a week each. That hire never happened, and nobody misses it.”
Managing PartnerSalt Lake City Boutique Law Firm
★★★★★
“Nobody owned client intake and triage, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. After-hours intake calls turned into 11 signed matters last quarter. Next up is document collection.”
Intake ManagerDenver Family Law Practice
★★★★★
“Before the reporting agent, our research lived in a dozen tabs nobody could find. Now it handles that around the clock, we cover three times as many accounts with the same team, and my team spends its day on work that needs a person.”
Head of OperationsCalgary Estate Planning Firm