Legal Services CRM

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  1. Legal Services CRM
  2. Work with Proto
Reference

Put an AI agent to work in Legal Services CRM

Ask Proto to help your team inspect engagement records and prepare the next action.

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

  • Relationship Owner: Ask for assigned opportunities approaching their expected close date and the latest relationship activity to review.
  • Sales Manager: Ask for submitted conflict checks with their parent opportunity and source revision before making a decision.
  • Auditor: Ask for an opportunity's attachment, review decision and operation receipt trail.
  • App Administrator: Ask which account and team member records belong to an organization before changing assignments.

What stays with a person

  • A human reviewer decides whether a conflict is clear or an engagement outcome is accepted.
  • Proto can organize the linked records and point to the source revision, but the Sales Manager must inspect the evidence and record the reasoned decision.
  • The Relationship Owner remains responsible for the activity outcome and counterparty selection.

A human reviewer decides whether a conflict is clear or an engagement outcome is accepted. Proto can organize the linked records and point to the source revision, but the Sales Manager must inspect the evidence and record the reasoned decision. The Relationship Owner remains responsible for the activity outcome and counterparty selection.

Set up Legal Services CRM 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