Legal Practice Management

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  1. Legal Practice Management
  2. Proto assistant
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Put an AI agent to work in Legal Practice Management

Give each role a practical assistant for finding matter work and preparing a review.

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 6 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

  • Intake Coordinator: Find submitted intakes and gather the matter, client and conflict context for review.
  • Supervising Attorney: Show the parties, conflict evidence and dated outcomes before a clearance decision.
  • Matter Owner: List due deadlines, their owners and the related matter events or receipts.
  • Document Reviewer: Locate an Unreviewed document, its revision, hash and production history.

What stays with a person

  • The assistant can prepare a record and point to missing context.
  • The named professional still decides conflict clearance, engagement, document disclosure and an accepted correction.
  • A reconciliation conclusion needs a human to check the persisted evidence.
  • Give the assistant access that matches the person's role, then test the handoff on a real pilot matter.

The assistant can prepare a record and point to missing context. The named professional still decides conflict clearance, engagement, document disclosure and an accepted correction. A reconciliation conclusion needs a human to check the persisted evidence. Give the assistant access that matches the person's role, then test the handoff on a real pilot matter.

Set up Legal Practice Management 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