Faster first drafts, consistent documents, and new enquiries that never wait.

Illustrative sample data, from a recruitment firm

DocumentExecuted

Placement Agreement: Larkspur Logistics

Each pain, and what answers it.

- Documents drafted by editing the last matter
- Incoming contracts get a rushed first read
Contract and Document AutomationBuilt to order
- Enquiries reach voicemail and go elsewhere
AI ReceptionistBuilt to order
- Intake details re-keyed from emails
Speed-to-Lead and Follow-UpLive in production
- Every AI tool raises supervision questions
Custom AI AgentsBuilt to order

How each one is answered

Contract and Document Automation
First drafts assemble from your precedents and clause library. A solicitor approves.
Incoming contracts are checked against your playbook, with risky clauses flagged.
AI Receptionist
An agent answers and books a time. Urgent calls go to a person.
Speed-to-Lead and Follow-Up
Enquiry details are captured once and passed to your CRM, with no re-keying.
Custom AI Agents
Every agent logs its runs and waits for a named approver.

A sample run from a recruitment firm; the same agent runs for legal teams.

A placement agreement after a win

Step 1 of 6

CRM recordWon

Deal: Larkspur Logistics

The stage change in the CRM starts the document, with the details the agreement needs.

DocumentDraft v1

Placement Agreement: Larkspur Logistics

PL-1.1
Parties. Northgate Talent and Larkspur Logistics.
PL-3.2
Payment. Invoices are payable within 60 days.
Flag: Playbook: 30 days
PL-5.1
Replacement guarantee. A free replacement if the placement ends within 3 months.
PL-8.4
Liability. Capped at the fees paid under this agreement.

Every clause comes from the firm's approved library. It does not invent wording.

Signer	Company	Status
Grace Kim	Northgate Talent	Signed
Ana Silva	Larkspur Logistics	Sent 11:02

Northgate Talent, its client Larkspur Logistics and every person here are fictional.Illustrative sample data

LEAP, Actionstep, Clio, Smokeball, iManage, NetDocuments, LawVu, Microsoft Word, DocuSign, Adobe Acrobat Sign, Microsoft 365.

No endorsement implied.

Can the agent give legal advice to an enquirer?

No. It takes details, answers from a list you approve and books a time. Anything outside that list goes to a person.

Who supervises AI-assisted documents?

A qualified person approves every draft and review note, and every proposed clause traces back to your own precedent.

Does client information leave our systems?

Where your data goes is written down before you sign, including every provider involved. Our security page explains the options.

Regulatory context

In the United States, ABA Formal Opinion 512 (July 2024) sets out lawyers' duties of competence, confidentiality, communication, supervision and reasonable fees when using generative AI tools.
In Australia, solicitors' conduct rules on confidentiality and supervision apply to AI-assisted work, and professional bodies and regulators in several states have published guidance on generative AI.

General information, not legal advice.

Tell us where your team rebuilds documents. We will say what fits.