Litigation Management

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  1. Litigation Management
  2. Work with Proto
Reference

Put an AI agent to work in Litigation Management

Use Proto to prepare matter records and review case handoffs.

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 the matter details, deadline revision and evidence references for counsel to check.
  • Supervising Attorney: Summarize the submitted revision, court details and filing reference for an independent decision.
  • Auditor: Trace a decision and operation receipt back to the same matter and source revision.

What stays with a person

  • Proto can prepare and organize records, but the supervising attorney makes legal decisions and confirms the court calendar and actual filing receipt.
  • The team remains responsible for checking external results and authorizing production. [Review the roles](/litigation-management/roles) before assigning its access.

Proto can prepare and organize records, but the supervising attorney makes legal decisions and confirms the court calendar and actual filing receipt. The team remains responsible for checking external results and authorizing production. [Review the roles](/litigation-management/roles) before assigning its access.

Set up Litigation 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