Document Automation

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  1. Document Automation
  2. Work with Proto
Reference

Put an AI agent to work in Document Automation

Ask Proto to prepare matter work while people retain legal decisions.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Matter Coordinator: Prepare a matter intake checklist from its counterparty, owner and engagement context.
  • Supervising Attorney: Gather the submitted template revision, related matter and available evidence for review.
  • Auditor: Trace a production record to its document, authorization reference and operation outcome.

What stays with a person

  • A person makes the conflict, privilege, template and disclosure decisions.
  • Proto can organize the relevant records and call attention to a missing or uncertain outcome, but the legal decision and external confirmation stay with the responsible team.

A person makes the conflict, privilege, template and disclosure decisions. Proto can organize the relevant records and call attention to a missing or uncertain outcome, but the legal decision and external confirmation stay with the responsible team.

Set up Document Automation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started